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Est. 2026The front page of wealth managementNew York

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Deals

RIA M&A ties second-best quarter as PE turns to minority stakes

Image: InvestmentNews

Echelon Partners counted 125 wealth management deals in Q3 2026, with the quarter's biggest deal targets by assets selling minority stakes rather than getting swallowed.

Summary as published by InvestmentNews
Financial ADVSRRead our full story: Wealth management deal count holds at 125 as large targets sell minority stakes →
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