Survey: Majority of RIAs Unprepared for the M&A Landslide to Come

July 15, 2020

Survey: Majority of RIAs Unprepared for the M&A Landslide to Come

Much of the RIA industry is not ready to approach merger and acquisition deals from a position of strength, according to The 2020 RIA Survey released by Advisor Growth Strategies, an RIA industry-leading management consulting and M&A expert.

Obtained between March and May 2020, the survey results represent a wide swath of the industry: 96 advisor firms, fee-only and hybrid, with assets under management (AUM) ranging from less than $100 million to greater than $5 billion. The survey reveals an industry worried about growth and next-generation talent, but intimidated by the complexity of the M&A landscape.

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