The RIA M&A Deal Report

ECHELON Partners’ RIA M&A Deal Report provides executives with a set of high-powered research and analysis on mergers, acquisitions, capital raising and valuation.  We have assembled the RIA M&A Deal Report to provide valuable deal intelligence and resources to help equity owners and executives better understand the Mergers and Acquisitions environment for Wealth Management, Investment Management, WealthTECH, and Breakaway firms.

To download a copy of the Q1 2021 RIA M&A Deal Report, please click here.

To download a previous edition of the RIA M&A Deal Report, please click below.

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2020 2019 2018 2017

Research Reports

To read a full description of our latest research reports, please click here. To request a copy of any report please contact us





In addition to its services, ECHELON offers the resources listed below, which its clients find valuable in helping them achieve their goals.



  • ECHELON Partners Firm Overview
  • Board Advisory and Conference Speech Services
  • Buying and Selling Services
  • Continuity Planning Services
  • Merger Services
  • Succession Planning Services
  • The Seivert Report
  • Valuation Services

To request brochures not available for download, please visit our ‘Contact Us’ page and note the brochures you would like in the message body. Thank you.




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“ECHELON was instrumental in helping our firm navigate the operational, cultural, and financial aspects of successfully merging two independent firms into one. Their holistic approach, experience, process, and willingness to express an opinion were what separated ECHELON as our advisor of choice.”
Chuck Bowes, CFP Partner - Waypoint Wealth Partners