Dually Registered Financial Advisors (RIAs) Mergers & Acquisitions:
Acquisitions to Complement Fee-Based Financial Advisor (RIA) Acquisitions
Recently Released!!!
Date Published: August 14, 2025
Summary PowerPoint Deck: 368 Slides
Reference PowerPoint Deck: 1,850 Slides
The purpose of this research is to provide readers with a comprehensive understanding of recent dually registered financial advisors (RIAs) mergers & acquistions. While this topic has become quite popular throughout the industry, little reliable and consistent market data exists because many transactions take place between related parties and/or acquirers do not disclose the terms of their transactions. As a result, Tiburon's primary objective is to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire a dually registered financial advisors (RIAs)y firm, this research should be a useful reference. This research topic is one in Tiburon's series of Financial Advisor Mergers & Acquisitions topics; other reports exist for fee-based financial advisors (RIAs), independent reps, property & casualty insurance agents, life & health insurance agents, CPA firms, law firms, real estate agents, & mortgage brokers.
This research summarizes the market growth in dually registered financial advisors (RIAs) mergers & acquisitions' variables & valuation metrics, highlights the leading dually registered financial advisors (RIAs)y acquisitions, and highlights the leading dually registered financial advisors (RIAs) acquirers.
And this research makes several future predictions for dually registered financial advisors (RIAs) mergers & acquisitions, including:
Date Published: August 14, 2025
Summary PowerPoint Deck: 368 Slides
Reference PowerPoint Deck: 1,850 Slides
The purpose of this research is to provide readers with a comprehensive understanding of recent dually registered financial advisors (RIAs) mergers & acquistions. While this topic has become quite popular throughout the industry, little reliable and consistent market data exists because many transactions take place between related parties and/or acquirers do not disclose the terms of their transactions. As a result, Tiburon's primary objective is to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire a dually registered financial advisors (RIAs)y firm, this research should be a useful reference. This research topic is one in Tiburon's series of Financial Advisor Mergers & Acquisitions topics; other reports exist for fee-based financial advisors (RIAs), independent reps, property & casualty insurance agents, life & health insurance agents, CPA firms, law firms, real estate agents, & mortgage brokers.
This research summarizes the market growth in dually registered financial advisors (RIAs) mergers & acquisitions' variables & valuation metrics, highlights the leading dually registered financial advisors (RIAs)y acquisitions, and highlights the leading dually registered financial advisors (RIAs) acquirers.
And this research makes several future predictions for dually registered financial advisors (RIAs) mergers & acquisitions, including:
- Substantial Growth in Number of Dually Registered Financial Advisors (RIAs) Mergers & Acquisitions
- Dually Registered Financial Advisors (RIAs) Valuations to Remain Elevated
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
