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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 Valuations™ and its predecessor firm

1st

Firm to develop an online valuation tool

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RIA Valuations™ can help advisors better understand the valuation of their business as they prepare for retirement or independence. RIA Valuations™ is an expert at valuing firms in the context of broader strategic initiatives and challenges. 

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Wealth Management Valuation, BDF
Wealth Management Valuation, Lawing Financial
Wealth Management Valuation, Warren Averett
Wealth Management Valuation, Private Ocean

RIA Valuations™ 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 Valuations™ 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 Valuations™ 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

Valuation research reports

Our research reports provide wealth and investment managers with robust resources to guide their strategic initiatives so that they can make more rewarding decisions.

Valuation Tools

Our tools and technologies provide wealth & investment managers with robust resources to guide their strategic initiatives so that they can make more rewarding decisions.

Valuation Calculator, Calculate your firm value

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

RIA Valuations™ Named Finalist in 2017 WeathManagement.com Awards 

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