Merger and acquisition activity among registered investment advisers slowed sharply in the third quarter after the industry posted a record first half of 2026.
According to Wealth Management and data from DeVoe & Company, the slowdown is attributable to macroeconomic and geopolitical uncertainty and related market volatility. During periods of volatility, advisors tend to focus on their clients and postpone major strategic decisions. He maintains that RIA owners delayed their sale plans rather than abandoned them.
Notwithstanding, the fundamental forces driving RIA consolidation remain intact, including succession needs, the pursuit of scale and buyer demand for high-quality firms.
Financial Advisor Transitions consults with advisors nationwide regarding employment transition options and strategies to preserve and protect their practices during any transition.
