A decade in review: Examining M&A transaction trends and activity in the wealth management industry
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 this report, we will explore five key themes that have emerged in wealth management M&A since 2015, where M&A activity stands today, and some trends we’ll be watching in the next decade.
- For more insights from the last quarter as well as the last ten years, check out the report below.
Practice Management
Let our proprietary research, industry expertise, and commitment to innovation help transform your practice into a future-ready firm.
Learn more
Mergers & Acquisitions
Make the right move for your firm with our M&A resources, which can help you compete in an increasingly consolidated industry.
Learn more
RIA Valuation Tool
Use our quick and easy RIA Valuation Tool to see how much you could earn if you’re thinking of becoming a registered investment advisor.
Learn more
Related insights
View all
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, 2015 - December 31, 2024. 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.