Rising valuations, accelerating consolidation, and the increasing role of technology are reshaping the advisory landscape. A recent feature on Advisorpedia titled Why RIA Valuations Are Climbing and How Tech Driven Firms Are Winning the M and A Race highlighted these industry shifts and incorporated insights from AdvizorPro’s data. You can read the original publication here:

A Market Defined by Scale and Technology

According to the article, global deal value in wealth management reached approximately 1.5 trillion dollars in 2025. U.S. RIA and wealth advisory transactions rose nearly 20 percent year over year, with more than 216 deals recorded through July. This rise is being driven by firms that have embraced technology, operations efficiency, and scalable service models.

As Advisorpedia notes, buyers are increasingly prioritizing firms with clean data, automated workflows, and technology enabled business processes that support growth and profitability.

Why AdvizorPro’s Intelligence Was Highlighted

AdvizorPro’s platform helped inform several key takeaways in the article by providing granular visibility into advisor movement, firm structures, and technology adoption patterns across the advisory space.

We track millions of advisor and firm data points, enabling users to identify indicators of M and A readiness, talent flow, business expansion, and operational maturity. Advisorpedia highlighted the importance of technology and data in strengthening M and A positioning, noting that firms leveraging data intelligence to personalize distribution and improve efficiency are outperforming peers.

Key Themes From the Coverage

• Firms with stronger digital infrastructure and data driven workflows are winning premium valuations.

• Private equity continues to fuel consolidation, driving larger deal volume and higher multiples for tech forward RIAs.

• Advisor transitions and firm expansions remain tightly linked to M and A cycles, making timing and targeting essential.

• Clean data and clear operational insights have become critical evaluation criteria for buyers.

These insights align closely with themes we have explored in recent AdvizorPro posts, including the dynamics outlined in the RIA M and A Playbook and the advisor composition shifts captured in our Advisor Demographics Report.

What This Means for RIAs, Asset Managers and Wealthtech Firms

For any organization preparing for growth, acquisition, or capital partnership, technology and data infrastructure are no longer optional. Advisorpedia’s coverage reinforces the need for:

• Verified advisor and firm level data

• Scalable operations and tech integration

• Clear visibility into talent flows and firm expansion

• Targeted segmentation that aligns with strategic priorities

Firms that invest in these capabilities now will be better positioned for valuation growth and competitive differentiation.

Stay Ahead With Real Time Advisor Intelligence

If you want to access verified advisor and RIA firm insights, evaluate acquisition targets more effectively, and anticipate market shifts before competitors, AdvizorPro can help you move faster and with greater clarity.

Start your free trial and unlock real time intelligence across the advisor ecosystem:

‍