RIA Valuation Tool

Thinking of becoming a registered investment advisor? Use our quick and easy RIA Valuation Tool to get a read on how much you could potentially earn. Plus, get a glimpse at your 10-year growth potential—all for free.

Thank you for your submission! Take a look at your results, including an in-depth view of your estimated business value over 10 years.

Start here:

Choose your firm type
Please enter your AUM
Please enter your revenue production
%
%
How many employees are making the transition?
Please enter your number of business owners.
Please enter your number of employees.
Please enter any expenses you incur in addition to your payout (if applicable):


*Required field

How to use our RIA Valuation Tool

Get a glimpse of your potential future earnings with just three simple steps:

1. Get the basics

Our RIA Valuation Tool works best if you have a good idea of your RIA sales, your AUM, and your average payout.

2. Take an educated guess

Don't worry if you don't have the exact numbers at hand. Even broad estimates can give you a good picture of what your future earnings might look like.

3. Hit "Calculate"

You'll get instant access to a view of your future earnings. And, if you have questions, you can quickly connect with us.

The results are in: Here’s your estimated earnings potential

 

Your Input Summary
Business model: 00 # Principals/owners: 00
Assets under management: 00 Additional/misc. expenses: 00
Total revenue production: 00 Non-owner advisor compensation: 00
Payout percentage: 00 Non-owner staff compensation: 00
% of assets retained: 00 Operational expenses: 00
# Employees: 00

Change your input values

Year 1 Revenue & Expenses Your Current
Model
Fully Independent
Model (RIA)
Revenue Your Current Model Fully Independent Model (RIA)
Gross Revenue
Revenue Lost to Payout
Net Revenue
Total Overhead Expenses Your Current Model Fully Independent Model (RIA)
Non-Owner Advisor Compensation
Non-Owner Staff Compensation
Operational Expenses (Risk, Reg, Tech, Office)
Additional/Misc. Expenses
Total Overhead Expenses
Take-Home Profit Your Current Model Fully Independent Model (RIA)
Take-Home Profit
Firm EBITA
EBITA per Owner
Potential Valuation
Equity per Owner

Reach out to us if you want an email copy of your results, or to learn more about going independent.

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Your estimated first year earnings potential

We used your inputs from the RIA Valuation Tool to create this chart to help highlight what you could expect to take home during your first year as an RIA. Keep in mind that this is an estimate, not a definitive future outcome.

Your estimated business value over 10 years

Based on your inputs, we crunched the numbers to come up with your estimated business value over the next decade. This estimate assumes stable business growth and economic conditions.

Your business's estimated total value over 10 years

Your business's estimated total value was calculated using your inputs from our RIA Valuation Tool. Total value combines cumulative income and valuation; it also assumes stable business growth and economic conditions.

 
 

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