Fidelity's Q1 2025 mergers & acquisitions report
See the latest reporting, trends, and deal spotlights.
- Fidelity’s M&A report highlights transaction activity in the wealth management space, covering top acquirers, private equity involvement, new dealmakers, and more.
- In the strongest Q1 start to a year for activity since we started recording RIA M&A transactions a decade ago, Q1 2025 comprised the strongest January on record (both for activity and purchased assets) and the strongest March on record (for activity).
- For more insights from last quarter, check out the report below.
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Several sources are used to create this report. M&A data is gathered from press releases, trade articles and other secondary research sources. All publicly announced transactions involving the acquisition of an independent advisory firm are reviewed for inclusion. This data covers the period from January 1, 2025 - March 31, 2025. The acquirer models referenced herein are for illustrative purposes only and are not meant to be exhaustive of all business options or models a wealth management firm may consider for its particular situation. The included information is not intended to illustrate any specific wealth management firm experience.
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