Demographic shifts and technology advancements are transforming wealth management. The Great Wealth Transfer is moving trillions of dollars to a new generation of investors, yet succession challenges leave many firms without next-generation advisor relationships. Meanwhile, clients expect digitally powered, highly personalized experiences and increasing exposure to alternative asset classes.

These dynamics - combined with the attractive business model of RIAs - have fueled an influx of new acquirers. SEA Equity has curated a select group of consolidators, chosen for their proven track record, strategic vision, differentiated offerings, and commitment to long-term partnership.

Their approaches vary: some preserve a firm’s brand and independence while providing operational support, and others pursue full integration into a larger platform. Across the group, services supported include customized asset management, family office capabilities, and sophisticated planning, and presence across all client types nationwide. These partners focus on solving three core industry challenges: