Prediction certainty 3/5 debate potential 2/5

Oros: Large RIA platforms will merge to reach $200B-$300B scale

Bob Oros · Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452) · Jun 16, 2025 · at 41:47

Bob Oros, CEO of Hightower Advisors, discusses consolidation trends reshaping the registered investment advisor (RIA) market.

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“You're going to see more meaningful consolidation, including big firms that come together. Because think about if you're a 20,000,000,030 billion dollar AUM RIA, That's a big RIA, but you're still a long ways from a 200,000,000,300 billion dollar firm with real institutional scale. Firms are going to have to ask themselves, can I get there or do I have to get there through combining? So I think you're going to start to see some platforms coming together.”

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