ECHELON by the Numbers
400+
ECHELON has advised on more than 400 deals in the wealth & investment management industries
2,000+
ECHELON has conducted more than 2,000 valuations for RIAs with $2MM+ in revenue and $300MM+ in assets under management—more than any other industry provider
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1
ECHELON is the #1 FINRA-registered investment bank supporting the wealth and investment management industries for the last 20 years
3X
ECHELON Partners has been recognized as the industry’s leading investment bank three times by WealthManagement.com