Private equity’s growing influence in the registered investment advisor (RIA) space has become one of the most significant trends in wealth management.

As consolidation accelerates and more mid-sized firms attract investor interest, AdvizorPro’s data and insights have been featured across several top industry publications.

Our research has helped shape the conversation around how private equity ownership is evolving and what it means for the future of independent advisory firms.

• InvestmentNews highlighted how private equity firms are increasingly targeting mid-sized RIAs with strong fundamentals, not just the largest platforms, as they look for sustainable growth opportunities.
• WealthManagement.com featured AdvizorPro’s findings showing that the number of PE-owned RIAs under $1 billion in assets grew significantly year over year, with private equity now managing a substantial share of total RIA assets.
• ThinkAdvisor showcased key statistics from our data revealing the accelerating pace of private equity control in the RIA market and how these ownership trends are reshaping the industry.
• PLANADVISER explored how PE ownership is expanding into smaller and mid-sized RIAs, with deal activity shifting beyond the traditional large-firm segment as investors look for new opportunities for growth and scale.

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Together, these stories demonstrate how AdvizorPro’s platform continues to provide the data and context driving industry analysis around private equity’s growing footprint in wealth management.

As private equity continues to transform the RIA landscape, AdvizorPro gives firms the visibility to understand where capital, consolidation, and opportunity are heading next. Learn how advisor ownership data powers smarter deal sourcing in our RIA M&A Playbook, explore how TrafficIQ helps firms uncover advisor engagement across the web, or see how our Integrations connect insights directly into your CRM and workflow tools.

Start your free trial to see how AdvizorPro turns RIA data into distribution and M&A intelligence that drives growth. Request a demo

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