Estimate your firm’s value
RIA Valuation Calculator
Your firm’s value will ultimately be determined by what a prospective buyer values, and every buyer is different. A tool that multiplies your revenue by one tidy figure is selling you the comfort of false precision. Our RIA Valuation Calculator does something narrower and, we think, more useful: it gives you an honest range, based on factors that every buyer will consider, and then shows you which characteristics of your firm are pushing that range up and which are pulling it down.
Try it out, and feel free to tell us what you think. If you want a more detailed overview on how an RIA is priced, take a look at our RIA Valuation Guide.
Estimate your range
Drag the slider, or tap − / + to fine-tune.
Estimating revenue from your AUM. Know the number? Uncheck the box to enter it.
Tighten your estimate Optional — each answer narrows the range
Your normalized EBITDA margin — after adjusting an owner’s pay to market. Drag the slider or tap − / + if you know your own.
Estimated from your firm’s size — adjust if you know it.
Enter your AUM, revenue mix, and growth above, and your estimated range will appear here.
Estimated base consideration
This is base consideration: closing proceeds plus retention payments, before any earn-out. How it’s paid (what arrives at closing versus over time, and the mix of cash and equity) varies with the buyer and how the deal is negotiated. Buyers will often add an earn-out on top, tied to the firm’s growth rate after the deal — real upside this figure deliberately leaves out.
At this size a firm tends to be priced on its recurring revenue rather than its profit, and a large share of the price is contingent on clients actually transferring to the buyer — so treat this range as especially rough.
Talk with an expert
We designed this resource to provide you with a useful starting point for thinking about how much your RIA could be worth. Ultimately, the price a buyer is willing to pay will come down to many factors that can’t be accounted for here or in any other online tool. If you’re interested in having a candid conversation about how the market might evaluate your firm, and whether now is the right time to be thinking about a sale, we’d be happy to talk. No documents, no obligation.
This tool gives an informational estimate, not an offer, an appraisal, or a valuation opinion. It is a directional read of what active buyers might pay for a firm with characteristics like the ones you entered — not a certified valuation, and not advice.
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Only your name and email are required. Any figures you entered above stay in your browser — we never see them.
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