Company intelligence
RIA Catalyst
Financial Advisor and RIA Buy-Side M&A Platform
About RIA Catalyst
RIA Catalyst exists to end the information asymmetry in RIA dealmaking. For decades, buyers chased the same handful of firms everyone else was chasing. By the time a firm ran a process, it was already shopped, already priced, already crowded. Competing on price instead of fit. We built the platform that fixes that. Our technology reads the entire RIA market, over 20,000 firm profiles, and surfaces the firms that genuinely fit your model, often 12-18 months before they hit the market. Not a list. A ranked, scored pipeline of targets your competitors haven't seen yet. We've supported roughly $100B in AUM across 50+ transactions. A long way still to our goal: 1,000 firm and advisor transitions totaling $1 trillion in AUM. → Platform: https://app.riacatalyst.com → Weekly M&A intelligence: riacatalyst.com/insights → Strategy call: https://calendly.com/riacatalyst/30-minute-meeting-clone
Verified activity
Signals from RIA Catalyst
4 published signals
Research & Knowledge
RIA Catalyst spotlighted the fastest-growing RIAs by state in Pennsylvania, ranking the top five by AUM and providing real, firm-level data.
Reported by Julien Baneux
Strategy & Corporate Development
RIA Catalyst reported that Savant Wealth Management, the Rockford, IL fee-only RIA with ~$56.5B in AUM across 71 offices, has partnered with Socha Financial Group, LLC, a Corning, New York RIA founded in 1983 by Nancy Socha.
Reported by Julien Baneux
Presence & Recognition
RIA Catalyst announced the New State Leaderboard of the Week for Oregon
Reported by RIA Catalyst
Research & Knowledge
RIA Catalyst spotlighted Oregon as the fastest-growing RIAs by AUM using real, firm-level data.
Reported by Julien Baneux