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Private Wealth Daily
NewsM&A

FP Transitions says RIA M&A could set a record in 2026

Echelon Partners counted 125 wealth deals in the third quarter, the second-busiest on record.

30%Increase in FP Transitions' pipeline this year

By the M&A desk

At a glance

  1. The valuation and succession planning firm, based in Portland, Oregon, logged 100 new opportunities in the last 100 days, a company record.
  2. Its pipeline is up 30% this year, Godes said.
  3. For owners weighing a sale, the drivers Godes cited amount to a checklist: aging advisors, no succession plan, a growth plateau, and founders tired of acting as head of HR, compliance and IT.

RIA M&A could reach an all-time high in 2026, FP Transitions senior M&A consultant Eric Godes told InvestmentNews at Schwab's IMPACT event in Boston.

The valuation and succession planning firm, based in Portland, Oregon, logged 100 new opportunities in the last 100 days, a company record.

Its pipeline is up 30% this year, Godes said. Echelon Partners counted 125 wealth management deals in the third quarter, its second-busiest on record.

For owners weighing a sale, the drivers Godes cited amount to a checklist: aging advisors, no succession plan, a growth plateau, and founders tired of acting as head of HR, compliance and IT.

Reported by the M&A desk from InvestmentNews. Published . Corrections

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FP Transitions says RIA M&A could set a record in 2026