Wealth management M&A activity is set for continued growth in 2026, following a 27% year-over-year surge in deal volume despite ongoing economic volatility in the U.S. According to ECHELON Partners’ latest RIA M&A report, total transactions reached a record 466 in 2025, reflecting strong quarterly performance and sustained market momentum. The data highlights a shift toward strategic, long-term dealmaking as firms pursue scalable platforms, enhanced capabilities, and stronger client outcomes.

Buyer activity expanded significantly, driven by renewed private equity interest, recapitalizations, and increased participation from registered investment advisors. Leading acquirers are focusing on integrated service models that combine financial planning, tax, estate, and investment solutions to remain competitive. With institutional capital continuing to target advisory platforms and new entrants entering the market, the industry is poised for further consolidation. Strong early 2026 activity signals that M&A momentum will accelerate as firms seek growth, scale, and differentiation…