DEVOE RIA DEAL BOOK™ - Q1 2026

Thank you for your interest in our Q1 2026 DeVoe RIA Deal Book™. This report is designed to help you stay informed and proactive in today’s evolving M&A environment.

Highlights from this quarter's Deal Book:

• Q1 2026 Ties the Most Active Quarter on Record: 93 transactions were announced, tying Q3 2025 as the most active quarter ever and marking the strongest start to a year in RIA M&A history.
• Upmarket Shift Accelerates: Larger RIAs continue to gain share, with mid-sized, large, and mega firms driving transaction activity while small sellers decline to ~32% of the market.
• Minority Capital Expands Down-Market: Minority transactions held at 15% of activity, with a growing share targeting RIAs under $2B in AUM, signaling an expansion of capital into smaller firms.
• Two Consolidator Models - Integrator and Aggregator: 2026 YTD, integrators completed 45 transactions, representing more than 79% of Consolidator Aggregators account for approximately 21%, or 12 transactions.

To explore these findings and other topics, please share a few details below to download your copy of the Deal Book.