The Advisor's Advisor

ECHELON Partners provides guidance on mergers and acquisitions, strategic growth, and ways to enhance the value of your business

Investment Banking
Investment Banking
ECHELON Partners is the leading provider of sell-side, buy-side, and merger advisory services to the wealth and investment management industries. Our clear focus, process, industry expertise, and commitment to excellence drive results for our clients.
Learn more about our suite of Investment Banking Services
Management Consulting
Management Consulting
Our highly customized consulting services help our clients make the leap from good to great. We have assisted hundreds of firms with strategic planning and the development of innovative equity sharing, compensation, and succession planning solutions.
Learn more about our specific consulting capabilities
Valuation Services
Our proprietary blend of quantitative and qualitative analysis—paired with our unique lens into the industry’s ongoing M&A activity—allows ECHELON to deliver the most insightful and accurate valuations.
Learn more about our industry-leading valuation capabilities

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
# 1 ECHELON is a leading FINRA-registered investment bank that has supported the wealth and investment industries for over 20 years.
3X ECHELON Partners has been recognized as the industry’s leading investment bank three times by