We’re proud to be featured in WealthManagement.com—our latest SEC‑based analysis sheds light on an emerging trend: private equity is increasingly targeting RIAs in the sub‑$1 billion AUM range, marking a shift in the industry's M&A landscape.

Key Insights:

• 81 RIAs under $1B AUM are now PE-owned—a 30.6% year-over-year increase
• Total PE-backed RIA firms grew 16%, from 255 to 295
• PE controls 23% of RIA assets above $100M, despite owning only 3.7% of firms
• This reflects a deliberate shift by PE to partner earlier with firms for greater long-term gains—“closer to the origin story”.
• Our findings are rooted in SEC Form ADV data covering 7,800+ RIAs, though actual consolidation may be higher due to fully absorbed firms no longer filing individually.

Why This Matters:
This trend changes the competitive and strategic landscape for RIAs. It underscores the importance of leveraging data intelligence—like AdvizorPro’s—to stay informed, prepared for potential interest, and proactive in planning.

Read the Full Article:
WealthManagement.com — “AdvizorPro: Private Equity Making Moves Into RIA Middle Market” by Patrick Donachie (September 4, 2025)

Want to Learn More?
Let us show you how our platform can spotlight PE activity and unlock critical competitive insights.