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

IMPORTANT INFORMATION: This tool should not be construed as advice of any kind. Fidelity Investments® does not provide financial or investment advice. The information contained in and the data generated by this tool are hypothetical in nature and is provided for informational purposes only and may not reflect your particular situation. Fidelity does not confirm the accuracy of the data input into this tool. You should conduct your own analysis, review and due diligence based on your specific situation. As you conduct your review of your needs and specific situation, you should understand that each option you consider may carry a certain amount of potential financial risk to you. This risk may increase as the option you consider moves further to the fully independent model. You are responsible for evaluating your own practice and making appropriate decisions for your firm. This tool is not meant to be exhaustive of all possible options you may consider. The data provided are estimates only. There may be additional factors to consider. Fidelity does not confirm the accuracy of data input in this tool.

The RIA Valuation Tool uses data from Fidelity’s annual RIA Benchmarking Study to estimate potential net income based on data you provide. The data used to generate tool results are intended to provide you with a general idea of what you may expect in each future scenario. The RIA Valuation Tool is for illustrative purposes only. The projections or any other information generated by our methodology regarding the likelihood of the various outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. The projections may have certain inherent limitations since they do not reflect the actual impact that material economic and market factors might have on the RIA’s business. Numerous factors make the tool’s calculations uncertain, such as the use of assumptions about historical revenues and expenses and the data you have provided. Results may vary with each use and over time. Earnings comparison is based on data sourced from Fidelity Investments and third-party service providers. Fidelity Investments cannot guarantee the accuracy or completeness of the data provided by any third-party company.

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

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

Contact Us

IMPORTANT INFORMATION: This tool should not be construed as advice of any kind. Fidelity Investments® does not provide financial or investment advice. The information contained in and the data generated by this tool are hypothetical in nature and is provided for informational purposes only and may not reflect your particular situation. Fidelity does not confirm the accuracy of the data input into this tool. You should conduct your own analysis, review and due diligence based on your specific situation. As you conduct your review of your needs and specific situation, you should understand that each option you consider may carry a certain amount of potential financial risk to you. This risk may increase as the option you consider moves further to the fully independent model. You are responsible for evaluating your own practice and making appropriate decisions for your firm. This tool is not meant to be exhaustive of all possible options you may consider. The data provided are estimates only. There may be additional factors to consider. Fidelity does not confirm the accuracy of data input in this tool.

The RIA Valuation Tool uses data from Fidelity’s annual RIA Benchmarking Study to estimate potential net income based on data you provide. The data used to generate tool results are intended to provide you with a general idea of what you may expect in each future scenario. Numerous factors make the tool’s calculations uncertain, such as the use of assumptions about historical revenues and expenses and the data you have provided. Results may vary with each use and over time. Earnings comparison is based on data sourced from Fidelity Investments and third-party service providers. Fidelity Investments cannot guarantee the accuracy or completeness of the data provided by any third-party company.

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.

  • Valuation range estimates provided by Advisor Growth Strategies. Additional M&A research available through The Deal Room Report.
  • You should consult with you legal, compliance and tax advisors when considering whether to become an independent RIA.
 
 

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