Added on January 2026 in Blog
1 visitor like this article | Viewed 743 times | 0 comment
RIA M&A in 2026 isn’t just a big-firm game.
While headlines focus on billion-dollar RIAs, private equity rollups, and national platforms, most advisory firms operate between $50 million and $500 million in AUM—and their M&A reality looks very different. For these firms, deals aren’t about chasing scale at all costs. They’re about solving practical problems: succession gaps, growth ceilings, capacity constraints, and how to stay independent without doing everything alone.
In 2026, the good news is this: smaller and midsize RIAs have more viable paths forward than ever before. Partial liquidity, peer mergers, phased transitions, and affiliation models are reshaping what “M&A” can look like. The challenge isn’t opportunity—it’s perspective. This guide breaks down the key trends shaping RIA M&A for $50–$500M firms and offers practical guidance to help owners, successors, and partners navigate their options with clarity and confidence.
0 visitor like this article | Viewed 242 times | 0 comment
Summary: Abby Salameh of RFG Advisory breaks down how scalable systems, automation, enriched data and hyper personalized marketing fuel real growth, and shares why women focused initiatives like RFG’s StrongHER Money program are becoming powerful accelerators for advisors.
