A decrease in inflation and a healthy labor Merger and acquisition (M&A) activity in the RIA industry surged to new heights in 2024, setting records for the most-active year, quarter, and month in history. Opinion: Philanthropy, pro bono work can help RIAs win top talent In this guest column, RIA Acquisitions, Done Better Rapidly find and engage the best RIA acquisition and lift-out targets with AI-powered intelligence RIA Acquisition Opportunities Remain Fertile as Succession Looms Large January 15, 2025 — Boston The growth of the independent channel has added complexity to advisor succession, The U. Merit Financial Acquires $597M Wisconsin RIA Merit Financial Advisors . As you can see, RIA mergers and acquisitions are complex transactions that require attention to a significant amount of detail, and The leading news source for financial advisors. In this article, we're listing all the financial advisor and RIA moves and acquisitions that Loans Exclusively for Investment Advisors As a Registered Investment Advisor (RIA) or Investment Advisor Representative (IAR), you’ve built a strong track Merger and acquisition (M&A) activity in the RIA industry surged to new heights in 2024, setting records for the most-active year, quarter, and month in history. Further, he said, two other significant bank partners doubled their capacity for RIA loans after witnessing the performance of RIA borrowers during the pandemic. This typically involves a combination of debt and equity to fund the transaction. Working with various types of financial advisors, including Captrust Financial Advisors has acquired two registered investment advisor (RIAs)– Campbell Wealth Management in Alexandria, Virginia, and TruNorth Wealth Partners in St. RIA acquisition financing refers to the methods used to secure funds to purchase an existing firm. This analysis Merger and acquisition activity is heating up in the RIA world, especially with the recent cuts in the Federal Funds rate. 5B across 18 offices in 13 states. RIA Lending Providing conventional, non-SBA loans for financial advisors Investment Advisor Loan Products Your firm can be the best – and remain the best – with strategic moves that will help you This collaboration will equip RIA Growth Catalyst users with enhanced tools, delivering up-to-date contact data and AI-driven insights to streamline RIA RIA Loans and Financing We’re here to help you grow your practice and serve your clients best. 8bn Moneco Advisors launches tax division after acquisition The Emigrant-backed RIA The CI Financial-backed company's deal with Socius Family Office is the first RIA acquisition it has disclosed since October of 2023. Beyond traditional metrics like revenue and profitability, savvy acquirers examine the I provide a high-level overview of the various stages of an RIA merger, sale, or acquisition transaction and detail key considerations for buyers I provide a high-level overview of the various stages of an RIA merger, sale, or acquisition transaction and detail key considerations for buyers Turnover is difficult to track in the investment world. Navigating the M&A financing landscape since 2022 – against the As the industry matures, innovative operating models have emerged to address the diverse needs of both acquiring and selling firms. Mergers & Acquisitions - Latest News Mergers & Acquisitions Dec 23, 2025 By Sam Bojarski $2. Paul, Learn how RIA valuation multiples work, what influences them, and how to increase your firm’s value before selling or starting a succession plan. In this article, we’ll explain how you can determine if an acquisition opportunity is right for you, the top considerations for structuring your acquisition, and what to keep in mind post-acquisition Financial scrutiny takes on new meaning in this context. Registered Investment Advisor (RIA) industry reached a record 272 mergers and acquisitions (M&A) transactions in 2024, according to Buying an RIA? In this article, we’ve laid out some helpful tips and strategies to help you successfully complete an acquisition. RIA assets and acquisition multiples have been rising fast RIAs have been the fastest-growing category in the US wealth management This marks Modern Wealth's 16th acquisition, bringing its total AUM to over $7. Why might a RIA consider an acquisition? Growth and Expansion: To quickly expand their client base and service RIA acquisition financing refers to the methods used to secure funds to purchase Behind the private equity-driven headlines, small- to mid-market RIA debt originators say 2025 was one of the most active years on record, largely driven by financing acquisitions and Stubbornly High Interest Rates And Other Forces Have Reshaped RIA Deal Financing. S.
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