Registered Investment Advisor
If you own an RIA and have thought about an exit, the market just set a new record — 322 transactions in 2025, an 18% increase over the prior year. Private equity-backed consolidators are accelerating, and midsized firms are squarely in the crosshairs.
This edition of Industry Insights breaks down the RIA M&A landscape and what drives premium valuations for advisors considering a transition.
Inside the analysis:
- Why AUM size, client age demographics, and revenue concentration are among the most consequential valuation factors buyers evaluate
- How fee structure and revenue mix — commissions versus pure AUM or subscription models — affect where you land in the multiple range
- What organic net new asset growth rates and workforce tenure signal to buyers about the long-term durability of your firm
- Why all-cash deals are increasingly rare and what rollover equity means for how you structure your exit
Download the full industry insights report to learn more.
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Equipment Distributors
Dental Practice
Material Handling Equipment Manufacturing
Precision Manufacturing
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Powersports
Child Care Services
Civil Engineering
Horizontal Directional Drilling
Commercial MEP Services
Natural Stone Wholesaling
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Regional Wholesale Distribution
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Industrial Application
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Non-Oil Drilling Services
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Custom Home Building
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Orthopedic & Spine Surgical Practice
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Produce Distribution
Agricultural Equipment Manufacturing
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Chemical Manufacturing
Cable Assemblies & Wire Harnesses
Asphalt & Paving Contracting
Concrete & Masonry Contracting
Executive Search (Retained)
Payment Processing Services
Accounting, Audit & Tax Advisory
Property Management Services
Managed Service Providers
Equestrian & Equine Equipment
Employment Placement Agencies
Acoustical Work
Materials Recovery Facilities (MRF)
Trucking
Dermatology & Aesthetics
Behavioral Health
Assisted Living & Senior Housing
Prosthetics & Orthotics (O&P)
Medical Spa Practice
Film & Video Dubbing & Localization
Veterinary Clinics
Plastic & Cosmetic Surgery
Telecom & Wireless Infrastructure
Animal Hospitals
Neurology Practice
Durable Medical Equipment (DME)
Cabinets & Casework Millwork
Engineered Products & Equipment
Control Panels & Electrical Assembly
Windows & Fenestration (Custom)
Injection Molding
Metal Fabrication & Steel Fabrication (Custom)
Store Fixture Manufacturing
Outdoor & Patio Furniture
Stadium Seating Manufacturing
Mil-Spec Interconnect & Cable Manufacturing
Industrial Automation
Sheet Metal Fabrication
Registered Investment Advisor
Legal Services & Law Firms
Insurance Agencies & Brokerages
Tax Relief & IRS Resolution
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Business & Management Consulting
Mortgage Brokerage & Origination
Children's & Baby Products Retail
Grocery Retail Stores
Hardware Stores
RV Parks, Campgrounds & Glamping
Plumbing & Trenchless Drain
Exotic & Tropical Fruit Sourcing
Residential Painting
Liquor, Wine & Spirits Distribution
Automotive Repair
Industrial Battery & Motive Power
Tree Care & Arborist Services
Pharmacies
Healthcare Education SaaS
Apparel & Accessory Retail
Decorative & Polished Concrete
Solid Waste Collection & Hauling
Commercial Roofing
Funeral Homes
Garage & Overhead Doors
Hotels & Lodging (Single-Asset)
Restaurants (Multi-Unit)
Residential MEP Services
Vineyards & Wine Grape Growing
Soft Craft Industrial Services
Remodeling - Kitchen & Bath
Energy Efficiency Consulting
Hair & Beauty Salons
