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What's your advisory practice worth?
Estimate the fair-market value of your RIA or advisory book using 2024–2026 transaction multiples. Drag the sliders — the result updates live.
Total fee-billable assets under management.
Blended fee across your book, in basis points.
Net new AUM growth excluding market returns.
Annual client retention rate.
Share of revenue that is AUM-fee or retainer (vs commission).
Estimated enterprise value
$2.25M – $3.20M
Midpoint: $2.72M · Annual revenue: $950K · Multiple of revenue: 2.37x – 3.37x
Optional
Want the detailed PDF report?
We'll send a 4-page breakdown with peer benchmarks for your AUM tier and the three levers that would move your valuation most. No sales call unless you ask for one.
How this calculator works
We start with a base multiple-of-revenue band drawn from recent RIA M&A activity (Mercer, DeVoe, Echelon, and Fidelity transaction data, 2024–2026 vintage). Larger practices command higher multiples because acquirers can absorb them more efficiently. We then adjust the multiple up or down based on three quality signals buyers actually pay for: organic growth, client retention, and the share of revenue that is recurring rather than transactional.
What this calculator does not include
- Earn-out structure (most deals are 40–60% upfront, rest contingent)
- Client concentration risk (a single 30% client knocks the multiple down)
- Geographic / niche premiums (RIAs serving HNW physicians, tech execs, etc. trade higher)
- Succession quality (an internal next-gen team is worth more than a solo retiring)
Treat this as a defensible starting point, not a replacement for a formal valuation. If you're 12+ months from a transaction, this range is the right rough number to plan against.