Wealth Management
Investment Management
20+
Years of experience valuing financial services companies
15
Detailed research reports developed on valuation topics
#1
in conducting valuations for RIAs with $1 billion+ in AUM
1,500+
Valuations conducted by RIA Valuationsâ„¢ and its predecessor firm
1st
Firm to develop an online valuation tool
Let's Get Started
RIA Valuationsâ„¢ can help advisors better understand the valuation of their business as they prepare for retirement or independence. RIA Valuationsâ„¢ is an expert at valuing firms in the context of broader strategic initiatives and challenges.
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RIA Valuationsâ„¢ is the premier provider of valuation services to the wealth and investment management industries
Who we are
Accurately valuing the tangible and intangible assets of an RIA requires a combination of highly specialized skills and deep industry experience. The valuation experts at RIA Valuations™ offer practical insight into the strategic, operational, and financial affairs of the business–so that you can understand your true value.
RIA Valuationsâ„¢ exclusively serves firms in the wealth and investment management industries. Our focused approach allows us to add additional value above what other valuation firms can offer.
Who we serve
RIA Valuationsâ„¢ understands that valuations are conducted in the context of broader strategic initiatives. As such, we have developed a unique set of value-added service packages to better account for the context surrounding a valuation.
Why we are unique
Discover Your Real Value
Experience by the Numbers
Our Resources
Our research reports provide wealth and investment managers with robust resources to guide their strategic initiatives so that they can make more rewarding decisions.
Our tools and technologies provide wealth & investment managers with robust resources to guide their strategic initiatives so that they can make more rewarding decisions.
Our proprietary scenario calculators allow professionals to input their information and receive instant analysis regarding their financial & valuation goals.
Business Valuations for:
Industries Served:
M&A Transactions
Succession Transactions
Strategic Planning
Capital Raising
Litigation Support
Equity Sharing
Continuity Planning
