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
No other firm provides more wealth and investment managers with sell-side, buy-side, and merger advisory services than ECHELON Partners. Our clear focus, proprietary process, and industry expertise allow us to deliver exceptional outcomes to all of our investment banking 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 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