DeVoe RIA Deal Book™ - Q1 2015

An all-time record number of RIA transactions occurred during the first quarter of 2015, according to research executed by DeVoe & Company. This spike in activity follows a record year of RIA M&A in 2014. Over $90 billion in AUM was acquired through 34 transactions in the first quarter of 2015. The AUM transacted during the quarter was 14 times the amount acquired during the same period in 2014 and 43% higher than the entire year of 2014. A number of very large acquisitions drove the AUM figure to an all-time record quarter for the industry.