WMIQ Research: Advisory Firm M&A Momentum Continues Strong in 2025
United Planners Financial Services of America | Wealth Management, August 2025
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Summary: According to a recent study, conducted by Wealth Management IQ in partnership with United Planners, the advisory firm M&A landscape remains robust in 2025. This survey shows how firms are heavily focused on inorganic growth strategies despite market volatility. Though the majority of firms report increased valuations over the past year the projections show optimistic growth to continue in 2025.