LOS ANGELES, Sept. 5, 2025 /PRNewswire/ — ECHELON Partners, a leading boutique investment bank and consulting firm focused exclusively on the wealth and investment management industries, announced today that it has won the prestigious Wealth Management 2025 Industry Award (the “Wealthies”) in the category of M&A Deal Support.
The winning initiative, the ECHELON RIA M&A Deal Report, is the industry’s most comprehensive annual analysis of wealth management dealmaking. Now in its 13th year, the report captured a record-breaking 366 transactions in 2024—a 14% increase over the prior year—and provided unmatched insights into valuation, buyer and seller behavior, deal structures, financing trends, and emerging sectors such as WealthTech. By establishing reporting relationships with the top 50 acquirers and expanding sector coverage, the report has become the definitive resource for advisors, acquirers, and private equity firms navigating a rapidly consolidating marketplace.
“We’re honored to receive this recognition from WealthManagement.com,” said Dan Seivert, CEO and Founder of ECHELON Partners. “The ECHELON RIA M&A Deal Report reflects our commitment to delivering the deepest, most actionable intelligence in the industry. This award is a testament to the hard work of our team and the trust our clients place in us to guide them through the complexities of dealmaking.”
This honor builds on ECHELON’s long-standing reputation for thought leadership and innovation in wealth management M&A, marking the firm’s fourth overall Wealthies award. The Deal Report has become a widely cited benchmark in publications such as CityWire, ThinkAdvisor, RIA Biz, and WealthManagement.com, and continues to shape strategic decision-making across the industry.
Now in its 11th year, the Wealth Management Industry Awards is the only program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. A panel of judges, led by WealthManagement.com’s director of editorial strategy and operations David Armstrong, selected the winners, who were announced at a gala ceremony in New York City on September 4th.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
About ECHELON Partners
Founded in 2001, ECHELON Partners is a boutique investment bank and consulting firm dedicated to the wealth and investment management industries. The firm provides an integrated platform of investment banking, strategic consulting, and valuation services. ECHELON has advised on more than 600 transactions representing over $750 billion in assets, delivering strategic guidance and execution expertise to leading firms, advisors, and investors.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
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SOURCE ECHELON Partners
