RIA valuations · Coming soon
What is your firm worth, to people who would know?
A free place to value an RIA: a range from published multiples, plus anonymized firms and valuations from people verified to work in wealth management. No accounts and no passwords, so there is nothing to break into.
- 01
Estimate your range
Revenue and margin in, a range out, priced on published multiples for your size band with every source named.
- 02
Post your firm, anonymously
Rounded figures only: AUM band, revenue, margin, growth, client age. No names. Mark it for sale if you want buyers to ask.
- 03
Get valued by people who know
Owners, operators and dealmakers add their own valuation. Nothing publishes until the submitter confirms a work email from inside the industry.
How we keep it credible and anonymous
- Verified, not signed up. Every firm and every valuation is confirmed with a one-time link to a work email. The domain has to belong to the industry before anything is published.
- Rounded and anonymized. Figures are published in bands and rounded, never with a firm name, location detail or anything that identifies the firm.
- Reviewed before it goes live. A person checks each submission first.
Get notified when it opens
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Until then: RIA valuation multiples, getting your firm ready and who is buying RIAs.