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RIA Edge Research
The RIA Edge Study 2022 : Chapter 3 - Current M&A Activity

The RIA Edge Study 2022 : Chapter 3 - Current M&A Activity

Survey respondents continue to be optimistic about the changing value of their firms over the last 12 months, sentiment is slightly less bullish than it was earlier in the year

Mergers and acquisitions (M&A) have transformed the wealth management industry. 

Compared to those who responded to the question in the first quarter, third-quarter respondents were somewhat more likely to have reported participating in a merger, acquisition or other type of ownership transaction in the past two years.

This heightened level of activity serves to corroborate reports in the trade press of a high number of M&A transactions so far in 2022, although the pace of such transactions among RIA firms seems to be cooling.

In this report reviews the recent trend in:

  • Mergers and acquisitions (M&A)
  • Transactions in detail 
  • Succession planning 

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