Insights & Strategies To Grow Your RIA

Stay ahead of the curve with actionable insights on client acquisition and growth strategies built specifically for registered investment advisors.

SEC Compliance Red Flags That Kill RIA Acquisitions

The compliance issues most likely to derail an RIA deal — and how to find them before the LOI is signed.

How to Find the Best RIA Targets Before Competitors

Finding Off-Market RIAs Through Productivity Signals

How Advisor Productivity and Firm Efficiency Shape RIA Value

The Hidden Driver Behind RIA Valuations and Growth

Why AUM Alone Is a Misleading Acquisition Metric

Why the most visible metric in RIA M&A is also the most incomplete — and what to screen for instead.

The 10 Metrics Smart Buyers Use to Screen RIA Targets

Move beyond AUM. Build a repeatable scorecard that identifies durable acquisitions.

Building a Deal Pipeline in the RIA Industry

Deal flow is not a pipeline. Here's how to build one.

Why Most RIA Buyers Compete for the Wrong Firms

How to stop competing for the same firms — and find better deals first.

How to Source Off-Market RIA Acquisition Targets

Why the best RIA deals never reach the market — and how to build the infrastructure to find them first.

How Buyer Profiles Impact RIA Valuations

Same target, different offers — how buyer type shapes price, structure, and terms.

Revenue Multiple vs EBITDA Multiple: What Buyers Should Really Focus On

Which multiple actually matters.

How RIAs Are Valued in 2026 (Multiples, EBITDA, AUM Models)

What drives RIA valuations in 2026.

The 5 Most Common Mistakes First-Time RIA Acquirers Make

How first-time RIA acquirers can avoid common mistakes in sourcing, diligence, and integration.

How to Build a Repeatable RIA Acquisition Strategy

A playbook to systematize sourcing, diligence, and integration for scalable RIA M&A.

Strategic vs. Financial Buyers in RIA M&A

How buyer type shapes valuation, deal structure, and post-close outcomes