The deal and consolidation activity in the registered investment advisor (RIA) space has continued at a breakneck pace this year, and our team at AdvizorPro is proud to see our data cited in key industry articles that help unpack the who, how, and why of these moves.

From regional firm expansions to partner-owned platforms resisting private equity to large-scale roll-up strategies, these mentions reflect how foundational our insights have become to understanding this dynamic environment.

• InvestmentNews covered the latest M&A momentum among notable RIAs, highlighting how Waverly Advisors marked its 25th deal since 2021 and expanded further into Ohio with a tax-focused RIA, while Moneta Group Investment Advisors and Private Advisor Group also announced meaningful mergers.
• WealthManagement.com tracked how Moneta, a fully partner-owned platform managing over $43 billion, acquired a New Jersey RIA that expressly opted out of working with private equity–backed firms, while Waverly pursued a former LPL Financial–affiliated team. AdvizorPro’s data on PE ownership trends served as context for this commentary.‍
• WealthManagement.com also reported on how Captrust expanded its footprint by acquiring a $3.1 billion RIA in upstate New York, reinforcing the ongoing pace and scale of industry consolidation.

These stories collectively underscore how AdvizorPro’s platform is helping decode the shifting contours of growth, ownership, and execution in the advisor channel.

Turning Data Into M&A Intelligence

As dealmaking continues to reshape the RIA ecosystem, AdvizorPro equips firms with the insights needed to uncover, evaluate, and act on opportunities faster. 

Explore our RIA M&A Playbook for a deeper look into acquisition targeting strategies, learn how Data Feeds & API integrate verified firm and ownership data into your analytics tools, or see how Wealth Team Data helps identify key decision makers driving consolidation trends.

Start your free trial to see how AdvizorPro turns market activity into measurable growth intelligence for M&A and distribution teams.