DEVOE RIA DEAL BOOK™ - Q4 2023

2023: First Annual Decline in Over a Decade for RIA M&A

RIA M&A activity dropped by 5% in 2023, resulting in the first annual decline in volume in more than a decade. M&A activity accelerated in the fourth quarter, but the rise was not enough to overcome the previous quarters’ pullback.
Published on 
Dec 1, 2023