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Insights & Strategies To Grow Your RIA

Data-driven analysis on RIA M&A, valuations and succession, built for founders and dealmakers.

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For Buyers

For Sellers

Improve Your Firm Metrics

Raising Capital

Breakaway and Lift-Out Recruiting

Sale Preparation

When in M&A Deal Process

Firm Valuations

When Your Buyer's Backer Changes

Same platform, different cost of capital.

Oct 19, 2026

When Your Custodian Becomes a Competitor

Referral growth is leased, not owned.

Oct 12, 2026

Why Buyer Deal Count Matters More Than the Price

Why the Buyer's Track Record Is Priced In

Sep 4, 2026

Transcend: From Zero to $3B in Seven Years

Building RIA Value in a Decade

Aug 20, 2026

What Sub-$500M RIAs Get Wrong About a Flat Market

Buyers say they want scale. Their deals tell a different story.

Aug 5, 2026

RIA M&A's Record First Half Meets a Valuation Ceiling: How to Read H2 2026

167 Deals and a Market Shift

Jul 27, 2026

Ultra-High-Net-Worth RIAs: Why They're Different to Acquire

Same AUM, Different Business: The UHNW Exception

Jul 17, 2026

Internal vs External Succession: Pros, Cons, and Real Numbers

One path buys control and continuity. The other buys a higher number.

Jul 6, 2026

How to Structure a Deal to Protect AUM Post-Close

Protecting value starts before integration.

Jun 26, 2026

Form ADV: Key Pre-LOI Insights

Form ADV is the most information-dense document in any RIA deal — and the most consistently underread. Here is what to look for.

Jun 19, 2026

How Advisor Productivity and Firm Efficiency Shape RIA Value

The Hidden Driver Behind RIA Valuations and Growth

May 28, 2026

Picture of a purple building shining with the sun

Building a Deal Pipeline in the RIA Industry

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

May 28, 2026

How Buyer Profiles Impact RIA Valuations

Why buyers value the same RIA differently.

May 18, 2026

A visual illustrating a city with buildings during the sunset

The 5 Most Common Mistakes First-Time RIA Acquirers Make

Helping first-time RIA acquirers avoid costly mistakes.

Mar 8, 2026

Bank Consolidation Will Reshape RIA Bidding

A new class of bidder is coming.

Oct 16, 2026

The Headcount Signal Hiding in ADV Filings

Advisors leave before clients do.

Oct 9, 2026

Year-One RIAs: Why Breakaways Are Valued Differently

Retention vs. Value: What Transition Rates Don't Prove

Sep 2, 2026

How to Vet a Serial Acquirer Before You Sign

Your buyer closes a deal a month. Here's how to run diligence on them.

Aug 14, 2026

The AI Arms Race Reaches RIA M&A: How AI Capability Is Becoming a Deal Factor

How AI Is Reshaping Underwriting

Jul 31, 2026

Wirehouse, IBD, or RIA: The Biggest Check Isn’t the Best Deal

The recruiting check is paid once. Enterprise value pays for years.

Jul 24, 2026

How to Choose the Right Buyer for Your RIA (Its Not Just About Price)

The hardest sell isn't the right home.

Jul 13, 2026

The right time to start RIA succession planning.

Why the most valuable planning window closes before founders act.

Jul 3, 2026

Why Client Retention Drives M&A Value

Beyond AUM: Focus on client retention.

Jun 24, 2026

SEC Compliance Red Flags That Kill RIA Acquisitions

Finding compliance risks before the LOI.

Jun 17, 2026

Why AUM Alone Is a Misleading Acquisition Metric

Why AUM isn't enough.

May 28, 2026

Why Most RIA Buyers Compete for the Wrong Firms

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

May 25, 2026

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

Which multiple actually matters.

May 12, 2026

A clean, modern visual representing a building

How to Build a Repeatable RIA Acquisition Strategy

Systematizing RIA M&A from sourcing to integration.

Mar 6, 2026

Minority Stakes Reshape the RIA Buyer Pool

Yesterday's target is today's bidder.

Oct 12, 2026

Why New Capital Is Buying Down-Market RIAs

The Written-Off Segment Institutional Buyers Now Underwrite

Sep 7, 2026

Why $100B+ Platforms Buy Sub-$1B Firms

Tuck-Ins: A Different Product

Aug 21, 2026

Buyers Want Capabilities, Not Just Assets

The Capability Premium: Why AUM Isn't Enough

Aug 7, 2026

Team Lift-Outs vs. Firm Acquisitions

Choose the Right Growth Strategy

Jul 29, 2026

Waiting for a Banker’s Call Is Already Too Late

The banker’s call means your advantage is gone.

Jul 20, 2026

How to Maximize Your RIA's Value Before Going to Market

The Levers That Move Valuation Before a Process Starts

Jul 10, 2026

Communication Playbook: Announcing the Deal to Clients

Retention is won through communication.

Jun 29, 2026

How Regulatory History Impacts RIA Deal Pricing

Compliance Issues Don't Kill Deals—They Reprice Them.

Jun 22, 2026

How to Find the Best RIA Targets Before Competitors

Finding Off-Market RIAs Through Productivity Signals

May 28, 2026

The 10 Metrics Smart Buyers Use to Screen RIA Targets

Beyond AUM: Identifying durable acquisitions.

May 28, 2026

How to Source Off-Market RIA Acquisition Targets

Building an off-market RIA sourcing system.

May 22, 2026

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

What drives RIA valuations in 2026.

May 11, 2026

low angle photo of curtain wall building

Strategic vs. Financial Buyers in RIA M&A

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

Mar 2, 2026

When Your Buyer's Backer Changes

Same platform, different cost of capital.

Oct 19, 2026

Minority Stakes Reshape the RIA Buyer Pool

Yesterday's target is today's bidder.

Oct 12, 2026

The Headcount Signal Hiding in ADV Filings

Advisors leave before clients do.

Oct 9, 2026

Why Buyer Deal Count Matters More Than the Price

Why the Buyer's Track Record Is Priced In

Sep 4, 2026

Why $100B+ Platforms Buy Sub-$1B Firms

Tuck-Ins: A Different Product

Aug 21, 2026

How to Vet a Serial Acquirer Before You Sign

Your buyer closes a deal a month. Here's how to run diligence on them.

Aug 14, 2026

What Sub-$500M RIAs Get Wrong About a Flat Market

Buyers say they want scale. Their deals tell a different story.

Aug 5, 2026

Team Lift-Outs vs. Firm Acquisitions

Choose the Right Growth Strategy

Jul 29, 2026

Wirehouse, IBD, or RIA: The Biggest Check Isn’t the Best Deal

The recruiting check is paid once. Enterprise value pays for years.

Jul 24, 2026

Ultra-High-Net-Worth RIAs: Why They're Different to Acquire

Same AUM, Different Business: The UHNW Exception

Jul 17, 2026

How to Maximize Your RIA's Value Before Going to Market

The Levers That Move Valuation Before a Process Starts

Jul 10, 2026

The right time to start RIA succession planning.

Why the most valuable planning window closes before founders act.

Jul 3, 2026

How to Structure a Deal to Protect AUM Post-Close

Protecting value starts before integration.

Jun 26, 2026

How Regulatory History Impacts RIA Deal Pricing

Compliance Issues Don't Kill Deals—They Reprice Them.

Jun 22, 2026

SEC Compliance Red Flags That Kill RIA Acquisitions

Finding compliance risks before the LOI.

Jun 17, 2026

How Advisor Productivity and Firm Efficiency Shape RIA Value

The Hidden Driver Behind RIA Valuations and Growth

May 28, 2026

The 10 Metrics Smart Buyers Use to Screen RIA Targets

Beyond AUM: Identifying durable acquisitions.

May 28, 2026

Why Most RIA Buyers Compete for the Wrong Firms

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

May 25, 2026

How Buyer Profiles Impact RIA Valuations

Why buyers value the same RIA differently.

May 18, 2026

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

What drives RIA valuations in 2026.

May 11, 2026

How to Build a Repeatable RIA Acquisition Strategy

Systematizing RIA M&A from sourcing to integration.

Mar 6, 2026

Bank Consolidation Will Reshape RIA Bidding

A new class of bidder is coming.

Oct 16, 2026

When Your Custodian Becomes a Competitor

Referral growth is leased, not owned.

Oct 12, 2026

Why New Capital Is Buying Down-Market RIAs

The Written-Off Segment Institutional Buyers Now Underwrite

Sep 7, 2026

Year-One RIAs: Why Breakaways Are Valued Differently

Retention vs. Value: What Transition Rates Don't Prove

Sep 2, 2026

Transcend: From Zero to $3B in Seven Years

Building RIA Value in a Decade

Aug 20, 2026

Buyers Want Capabilities, Not Just Assets

The Capability Premium: Why AUM Isn't Enough

Aug 7, 2026

The AI Arms Race Reaches RIA M&A: How AI Capability Is Becoming a Deal Factor

How AI Is Reshaping Underwriting

Jul 31, 2026

RIA M&A's Record First Half Meets a Valuation Ceiling: How to Read H2 2026

167 Deals and a Market Shift

Jul 27, 2026

Waiting for a Banker’s Call Is Already Too Late

The banker’s call means your advantage is gone.

Jul 20, 2026

How to Choose the Right Buyer for Your RIA (Its Not Just About Price)

The hardest sell isn't the right home.

Jul 13, 2026

Internal vs External Succession: Pros, Cons, and Real Numbers

One path buys control and continuity. The other buys a higher number.

Jul 6, 2026

Communication Playbook: Announcing the Deal to Clients

Retention is won through communication.

Jun 29, 2026

Why Client Retention Drives M&A Value

Beyond AUM: Focus on client retention.

Jun 24, 2026

Form ADV: Key Pre-LOI Insights

Form ADV is the most information-dense document in any RIA deal — and the most consistently underread. Here is what to look for.

Jun 19, 2026

How to Find the Best RIA Targets Before Competitors

Finding Off-Market RIAs Through Productivity Signals

May 28, 2026

Why AUM Alone Is a Misleading Acquisition Metric

Why AUM isn't enough.

May 28, 2026

Building a Deal Pipeline in the RIA Industry

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

May 28, 2026

How to Source Off-Market RIA Acquisition Targets

Building an off-market RIA sourcing system.

May 22, 2026

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

Which multiple actually matters.

May 12, 2026

The 5 Most Common Mistakes First-Time RIA Acquirers Make

Helping first-time RIA acquirers avoid costly mistakes.

Mar 8, 2026

Strategic vs. Financial Buyers in RIA M&A

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

Mar 2, 2026

When Your Buyer's Backer Changes

Same platform, different cost of capital.

Oct 19, 2026

Bank Consolidation Will Reshape RIA Bidding

A new class of bidder is coming.

Oct 16, 2026

Minority Stakes Reshape the RIA Buyer Pool

Yesterday's target is today's bidder.

Oct 12, 2026

When Your Custodian Becomes a Competitor

Referral growth is leased, not owned.

Oct 12, 2026

The Headcount Signal Hiding in ADV Filings

Advisors leave before clients do.

Oct 9, 2026

Why New Capital Is Buying Down-Market RIAs

The Written-Off Segment Institutional Buyers Now Underwrite

Sep 7, 2026

Why Buyer Deal Count Matters More Than the Price

Why the Buyer's Track Record Is Priced In

Sep 4, 2026

Year-One RIAs: Why Breakaways Are Valued Differently

Retention vs. Value: What Transition Rates Don't Prove

Sep 2, 2026

Why $100B+ Platforms Buy Sub-$1B Firms

Tuck-Ins: A Different Product

Aug 21, 2026

Transcend: From Zero to $3B in Seven Years

Building RIA Value in a Decade

Aug 20, 2026

How to Vet a Serial Acquirer Before You Sign

Your buyer closes a deal a month. Here's how to run diligence on them.

Aug 14, 2026

Buyers Want Capabilities, Not Just Assets

The Capability Premium: Why AUM Isn't Enough

Aug 7, 2026

What Sub-$500M RIAs Get Wrong About a Flat Market

Buyers say they want scale. Their deals tell a different story.

Aug 5, 2026

The AI Arms Race Reaches RIA M&A: How AI Capability Is Becoming a Deal Factor

How AI Is Reshaping Underwriting

Jul 31, 2026

Team Lift-Outs vs. Firm Acquisitions

Choose the Right Growth Strategy

Jul 29, 2026

RIA M&A's Record First Half Meets a Valuation Ceiling: How to Read H2 2026

167 Deals and a Market Shift

Jul 27, 2026

Wirehouse, IBD, or RIA: The Biggest Check Isn’t the Best Deal

The recruiting check is paid once. Enterprise value pays for years.

Jul 24, 2026

Waiting for a Banker’s Call Is Already Too Late

The banker’s call means your advantage is gone.

Jul 20, 2026

Ultra-High-Net-Worth RIAs: Why They're Different to Acquire

Same AUM, Different Business: The UHNW Exception

Jul 17, 2026

How to Choose the Right Buyer for Your RIA (Its Not Just About Price)

The hardest sell isn't the right home.

Jul 13, 2026

How to Maximize Your RIA's Value Before Going to Market

The Levers That Move Valuation Before a Process Starts

Jul 10, 2026

Internal vs External Succession: Pros, Cons, and Real Numbers

One path buys control and continuity. The other buys a higher number.

Jul 6, 2026

The right time to start RIA succession planning.

Why the most valuable planning window closes before founders act.

Jul 3, 2026

Communication Playbook: Announcing the Deal to Clients

Retention is won through communication.

Jun 29, 2026

How to Structure a Deal to Protect AUM Post-Close

Protecting value starts before integration.

Jun 26, 2026

Why Client Retention Drives M&A Value

Beyond AUM: Focus on client retention.

Jun 24, 2026

How Regulatory History Impacts RIA Deal Pricing

Compliance Issues Don't Kill Deals—They Reprice Them.

Jun 22, 2026

Form ADV: Key Pre-LOI Insights

Form ADV is the most information-dense document in any RIA deal — and the most consistently underread. Here is what to look for.

Jun 19, 2026

SEC Compliance Red Flags That Kill RIA Acquisitions

Finding compliance risks before the LOI.

Jun 17, 2026

How to Find the Best RIA Targets Before Competitors

Finding Off-Market RIAs Through Productivity Signals

May 28, 2026

How Advisor Productivity and Firm Efficiency Shape RIA Value

The Hidden Driver Behind RIA Valuations and Growth

May 28, 2026

Why AUM Alone Is a Misleading Acquisition Metric

Why AUM isn't enough.

May 28, 2026

The 10 Metrics Smart Buyers Use to Screen RIA Targets

Beyond AUM: Identifying durable acquisitions.

May 28, 2026

Building a Deal Pipeline in the RIA Industry

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

May 28, 2026

Why Most RIA Buyers Compete for the Wrong Firms

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

May 25, 2026

How to Source Off-Market RIA Acquisition Targets

Building an off-market RIA sourcing system.

May 22, 2026

How Buyer Profiles Impact RIA Valuations

Why buyers value the same RIA differently.

May 18, 2026

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

Which multiple actually matters.

May 12, 2026

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

What drives RIA valuations in 2026.

May 11, 2026

The 5 Most Common Mistakes First-Time RIA Acquirers Make

Helping first-time RIA acquirers avoid costly mistakes.

Mar 8, 2026

How to Build a Repeatable RIA Acquisition Strategy

Systematizing RIA M&A from sourcing to integration.

Mar 6, 2026

Strategic vs. Financial Buyers in RIA M&A

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

Mar 2, 2026