Business Valuation for RIAs

Your firm’s equity value is your most precious currency.

Schedule your consultation

Partnering with RIAs since 2008

Truly Independent Advice

Principals manage every engagement

Understanding your firm’s value — and what drives that value —
will empower you to fulfill your obligations as a steward of your firm’s equity.

What our valuations entail:

  • Analyses of AUM flows, revenue concentration, margin trends, and client demographics to gauge firm health

  • Diagnoses of what is and isn't driving value

  • Modeling built for RIA economics

  • Benchmarking productivity and client profitability against industry top performers

  • Mapping the path to a higher valuation

  • Clarity of current RIA transaction comps

Our valuation process:

Discovery and data collection

Financial and operational analysis

Peer and market benchmarking

Report delivery and strategy walkthrough

Investigate What's Driving Your Value

A number alone doesn't tell you much. We break down AUM flows, revenue concentration, margin trends, and client demographics so you know exactly which levers move your valuation, and which ones are quietly working against you.

Grounded in Up-to-Date RIA Deal Data

Generic small-business valuation formulas miss what actually drives your firm’s worth in this industry. We build every valuation on current RIA transaction comps, not general multiples, so the number reflects what a real buyer in this market would pay today.

Benchmarked Against the Best in the Industry

Your metrics only mean something in context. We benchmark your productivity and client profitability against top-performing RIAs, using data from the 30-plus valuations we complete every year, so you know where you actually stand.

Built to be Used, Not Filed Away

A valuation should inform decisions, not sit in a drawer. Most of our clients come back annually to update it as the firm changes, using it as a working tool for growth strategy, succession planning, partner buy-ins, compensation strategy or a future sale.

  • Our options for the future of our firm are numerous — from partnering with another RIA or working with G2 on succession — so it is critical to understand the value of JLB since this will play a critical part in the next steps forward. Advice Dynamics Partners' expertise uncovered our strengths, and where we can improve, which helps us pave the way for our continued growth and success.

    — James Bashaw, President,
    JLB & Associates | jlbinvest.com

  • ADP’s in-depth industry knowledge, unbiased approach, and meticulous analysis was critical as we continued to build our organic and inorganic growth strategies. David and his team’s post-valuation consultations have narrowed our focus on the value drivers that have improved our client experience while building measurable equity in the Capstone Wealth enterprise.

    — Mark Thomas, Founder & Principal, Capstone Wealth | Capstoneretire.com

RIA Valuation Services.

Beyond the numbers, your RIA is your legacy. Let us help you unlock its value.