Q3 2026 RIA M&A Report

Dakota tracked 82 independent RIA acquisitions in Q3 2026 totaling about $103.7B in client AUM, and two deals account for roughly 42% of it. Those platforms’ integration decisions will shape manager access for years. This report covers who is buying, how sponsor and deal structure affect who evaluates managers, which platforms are heading into sale processes, and how fundraisers should prioritize coverage.

Key Takeaways

Two deals dominate the quarter
Family office capabilities are centralizing manager selection
Deal structure decides whether the lineup resets
The buyers themselves are changing hands

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Q3 2026 RIA M&A Report

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