2026 Advisor M&A Highlights Infographic

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2026 Advisor M&A Market Insights:
What Actually Happened in Advisor M&A

Powered by SRG’s 10th annual review of completed M&A transactions, this report distills what actually happened in the advisor M&A market into clear, decision-ready insights for RIAs and financial advisors.

Built on one of the industry’s most comprehensive datasets of verified, closed transactions, the report highlights where valuations are trending, what buyers are prioritizing, and how deal structures are evolving. It also breaks down the valuation metrics advisors care about most, including revenue multiples versus EBITDA multiples, and explains when each applies based on business model, size, profitability, and growth profile.

Beyond valuation benchmarks, the report explores the deal terms that ultimately determine what sellers take home, including cash at close, seller financing, contingencies, and other structural components that influence real outcomes.

Whether you are preparing to build value, buy, sell, or accelerate growth, these insights provide practical benchmarks to help you position your business for stronger results in today’s market.

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