Insights That Drive the Industry Forward

We live and breathe RIA data and strategy—translating insight into perspective through research, reports, and conversations that help leaders move forward.

RIA M&A Deal Books

Webinars & Podcasts

RIA M&A Deal Books™

Quarterly insight into RIA M&A activity, trends, and what’s driving the market forward.

DEVOE RIA DEAL BOOK™ - Q1 2026

RIA M&A Activity Off to a Record Start

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DEVOE RIA DEAL BOOK™ - Q4 2025

2025 Delivers the Most Active Year in RIA M&A History

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DEVOE RIA DEAL BOOK™ - Q3 2025

2025 on Track to be Strongest Year Yet

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DEVOE RIA DEAL BOOK™ - Q2 2025

A Record-Breaking First Half for RIA M&A

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DEVOE RIA DEAL BOOK™ - Q1 2025

2025 Delivers the Most Active Year in RIA M&A History

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DEVOE RIA DEAL BOOK™ - Q4 2024

RIA M&A Activity Soars to Historic Highs in 2024

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Reports

A comprehensive annual look at the forces shaping RIA growth, talent, and M&A.

2025 Annual RIA M&A Outlook

Understanding the Pressures and Possibilties of a Transformative Year

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2025 Talent & Growth Report

The Slide Toward Mediocrity: Pathways to Growth and Achievement

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2024 Annual RIA M&A Outlook

M&A Momentum Grows: Advisors Optimistic Despite Ongoing Succession Challenges

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2024 Talent Management Report

Investing in Your Team Is the Foundation of Your Firm’s Success

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2023 Annual RIA M&A Outlook

Advisors Optimistic about M&A as Succession Crisis Looms

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The Heart of the Deal

Understanding and Overcoming the Emotional Barriers of Selling Your RIA

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Webinars & Podcasts

Direct access to DeVoe insight and industry experts—live and on demand.

A Seller's Journey: The Truth About Selling Your Firm

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How RIA Leaders Should Think About Valuation and Strategic Planning for 2026 banner

How RIA Leaders Should Think About Valuation and Strategic Planning for 2026

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The RIA M&A Outlook: What Buyers and Sellers Are Prioritizing in 2026 banner

The RIA M&A Outlook: What Buyers and Sellers Are Prioritizing in 2026

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Competing to Win: Building Your Firm’s Growth Advantage banner

Competing to Win: Building Your Firm’s Growth Advantage

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Beyond The Number: Using Valuation to Power Your 2026 Plan banner

Beyond The Number: Using Valuation to Power Your 2026 Plan

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Talent & Growth Survey Findings - What RIAs Must Know banner

Talent & Growth Survey Findings - What RIAs Must Know

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In the News

DeVoe perspectives making industry headlines.

RIA M&A off to a ‘record start’ in 2026, says DeVoe, as sellers go upmarket

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Growth, Succession Fuel Record Start To 2026 RIA M&A Market

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DeVoe: RIA Deals Become More Concentrated at the Top

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DeVoe: Q1 Tied The Most Active Quarter For RIA M&A Deals Ever

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Register for our Nashville CIO Summit!

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Defusing the industry's ticking time bomb

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Press Releases

The latest updates from DeVoe & Company.

DeVoe & Company Appoints Industry Veteran Tom Valverde as Managing Director

DeVoe & Company Advises Financial Planning Solutions in its Sale to Beacon Pointe Advisors

DeVoe & Company Advises Marshall Financial Group in its Sale to Creative Planning

DeVoe & Company Advises Sterling Financial Group in its Sale to Sequoia Financial Group

RIA M&A Hits Record High as 2025 Surpasses All-Time Activity