What Is Your RIA Worth?
Discover the true value of your firm.
Your RIA’s equity value
is your most precious currency.
Understanding your firm’s value — and what drives that value — will empower you to fulfill your obligations as a steward of your firm’s equity.
What our valuations entail:
A proven process using modern analytical methods combined with a deep understanding of what drives value in the wealth business.
Analyzing a firm’s health as measured by AUM flows, revenue concentration, margin trends and client demographics.
Assessing a host of productivity metrics and conducting client profitability analysis.
Benchmarking each valuation client against industry top performers.
Advice Dynamics Partners will deliver a comprehensive report that highlights your unique value drivers, enabling you to unlock your firm’s hidden value.
What our clients say:
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![JLB & Associates background image]()
"Thanks to Advice Dynamics Partners' valuation services, we gained invaluable insights into the true worth of JLB.
Our options for the future of our firm are numerous — from partnering with another RIA or working with G2 on succession — so it is critical to understand the value of JLB since this will play a critical part in the next steps forward. Advice Dynamics Partners' expertise uncovered our strengths, and where we can improve, which helps us pave the way for our continued growth and success.”
— James Bashaw, President, JLB & Associates | jlbinvest.com
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![Capstone Wealth background image]()
"We are thrilled with the comprehensive valuation services delivered by Advice Dynamics Partners.
Their in-depth industry knowledge, unbiased approach, and meticulous analysis was critical as we continued to build our organic and inorganic growth strategies. We’ve worked with David and his team to complete four valuations. David and his team’s post-valuation consultations have narrowed our focus on the value drivers that have improved our client experience while building measurable equity in the Capstone Wealth enterprise.”
— Mark Thomas, Founder & Principal, Capstone Wealth | Capstoneretire.com
Valuation Services.
Beyond the numbers, your RIA is your legacy. Let us help you unlock its value.