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Survival of the Fittest: Welcome to the Era of Smart Partnering - Make it stand out David Selig, CEO of Advice Dynamics Partners. https://www.advicedynamicspartners.com/insights/key-valuation-drivers-to-unlock-the-value-of-your-ria monthly 0.5 2026-01-05 https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/69f3134f-b9c6-42e6-958f-08ea162fc33f/ADP+Action+Final-135_websize.jpg Insights | Learning Hub - Key Valuation Drivers to Unlock the Value of Your RIA We’ve executed hundreds of RIA valuations for external transactions and internal recapitalizations so we understand the key metrics that will directly influence your RIA’s worth. https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/9d4617e0-06b8-43f8-af99-41fa14abdc52/ADP+action-18_websize.jpg Insights | Learning Hub - Key Valuation Drivers to Unlock the Value of Your RIA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.advicedynamicspartners.com/insights/ria-owners-how-to-navigate-the-complexities-of-ma monthly 0.5 2026-01-05 https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/a95d2627-85e2-48ff-ab43-4d7f390388c3/ADP-Action-Final2-32.jpg Insights | Learning Hub - 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Why the ‘Tweener Phenomenon’ Is Driving RIA M&A So, there’s a continually renewing supply of prospective targets for PE to invest in. 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Advice Dynamics Partners ClearRock sells to Mercer Global Advisors https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/05fab62a-eaec-4d1b-8ef0-d98e1ffb9841/12-tombstone-Martin-Mariner.png Transactions Archive - Advice Dynamics Partners Martin Financial Group sells to Mariner Wealth Advisors https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/618d5e52-d1f5-4991-b8fa-e72a26fedec7/13-tombstone-Millie-EPwealth.jpeg Transactions Archive - Advice Dynamics Partners Millie Capital Management sells to EP Wealth Advisors https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/8a827767-d334-459d-9f0e-5511a199d1f8/14-tombstone-StrategicFinancialServices.png Transactions Archive - Advice Dynamics Partners Strategic Financial Services commences management buyout https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/6504e28a-3c35-4325-b142-ab5ad5cb5ef8/15-image-asset.png Transactions Archive - Advice Dynamics Partners Strategic Partners Investment Advisors merges with Wasmer, Schroeder & Co. https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/6ce76367-4b8b-4d21-9d6b-6ed47a069f9a/16-image-asset.jpeg Transactions Archive - Advice Dynamics Partners EP Wealth Advisors sells minority interest to Wealth Partners Capital Group https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/bc1cf064-85c4-4384-90d7-d623d29770fa/17-image-asset.png Transactions Archive - Advice Dynamics Partners Midwest Investment Management sells to Carnegie Investment Counsel https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/c28c7588-48f0-44fe-a302-4fde407db89b/18-tombstone-PCMA-EP.jpg Transactions Archive - Advice Dynamics Partners Private Capital Management Associates sells to EP Wealth Advisors https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/d9c94304-b267-4e18-88ef-e3b1df8e1a4d/19-image-asset.jpeg Transactions Archive - Advice Dynamics Partners Sargent Bickham Lagudis merges with Colorado Financial Management https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/11e96911-fffd-438e-aafd-13f0864a8555/20-image-asset.jpeg Transactions Archive - Advice Dynamics Partners EP Wealth Advisors acquires Ballou Plum Wealth Advisors https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/0f6f199b-905b-4f1a-a5fa-f9c70b9d1513/21-image-asset.jpeg Transactions Archive - Advice Dynamics Partners CAPTRUST acquires Parker Carlson & Johnson Investment Management https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/9855c6d8-cc40-4e2f-a702-0fa6848463ab/22-image-asset.jpeg Transactions Archive - Advice Dynamics Partners Ensemble Capital Management finalizes management buyout https://www.advicedynamicspartners.com/privacy-policy daily 0.75 2025-10-09 https://www.advicedynamicspartners.com/ria-valuation-services daily 0.75 2025-12-15 https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/31210ea4-c568-4d8a-ac93-39b6e4ddaef2/JLB-hero-image-web.jpg RIA Valuation Services https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/52d0be12-2369-465e-8557-ebc1161d7d5f/Capstone-hero-image.jpg RIA Valuation Services https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/c6d90785-c8ad-487f-b186-99b6ba69b350/ADP+action-18_websize.jpg https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/ffc016c6-8eb1-476c-8e29-6e1cfb526882/ADP+Action+Final-136.jpg https://www.advicedynamicspartners.com/ria-faqs daily 0.75 2025-12-15 https://www.advicedynamicspartners.com/adp-webinars daily 0.75 2025-12-18 https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/e9d9b5d6-ec26-43ff-a31e-6a298ec037f6/Naviagating-web+header.png https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/0b531b30-0fa1-4a6a-be35-e100448a9029/check-mark.png https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/0b531b30-0fa1-4a6a-be35-e100448a9029/check-mark.png https://images.squarespace-cdn.com/content/v1/63530e6ac9d3f74a904bcf3b/0b531b30-0fa1-4a6a-be35-e100448a9029/check-mark.png https://www.advicedynamicspartners.com/terms-of-service daily 0.75 2025-10-23