Maximize Your Life's Work

Transitioning your firm starts with an accurate understanding of its market position. AdvisorLaw provides a comprehensive valuation process designed to help you tap into our exclusive buyer network and exit on your own terms—with no upfront fees or volume requirements.

Maximize Your
Life's Work

Transitioning your firm starts with an accurate understanding of its market position. AdvisorLaw provides a comprehensive valuation process designed to help you tap into our exclusive buyer network and exit on your own terms—with no upfront fees or volume requirements.

The Benchmarking Process

We analyze over 35 unique data points to provide a comprehensive market estimate of your RIA or Wealth Management firm. Our model moves beyond simple AUM multiples to evaluate the actual "stickiness" and profitability of your practice.

Revenue Streams

Product Mix

Geography

Client Demographics

Portfolio Sizes

Growth Trajectory

Advisor Tenure

+27 Proprietary Metrics

Expert M&A Matching

We facilitate transitions by matching sellers and buyers through curated, exclusive listings. Our success-based fee structure ensures our goals are perfectly aligned with yours.

Vetted Buyer Network

Join at no cost. Gain immediate access to a vetted network of qualified buyers ready to acquire and grow your legacy.

Beyond the Number

Every report includes a full SWOT analysis and industry comparisons. Identify the strengths that drive your value and the areas where you can improve to increase your exit price.

Request Your Complimentary Valuation

Our M&A experts have facilitated over $1.5B in transitioned revenue. Complete the questionnaire below to receive your data-backed market report. Please allow 7–10 business days for our team to finalize your comprehensive analysis.

GROWTH | Valuation Contact Form (#49)

Contact Information

First Name:

Last Name:

Email Address:

Phone Number:

Individual CRD#:

RIA Firm CRD# (if any):

Name of Firm:

Firm ZIP Code:

Website (if any):

General Business Information

Year Opened:

Services Provided:

Number of Advisors:

Number of Support Staff:

If a sale took place, would key employees continue with the firm?

Yes

No

Are key employees bound to non-compete agreements?

Yes

No

General Client Information

Total Number of Households:

Percent of Client Tenure Over 5 Years:

Percentage of AUM Located Within 100 Miles of Your Office:

Percentage of AUM Contacted Within the Last 12 Months:

AUM of Largest Client (in Millions):

Total AUM for Top 10% of Clients (in Millions):

AUM Added From New Clients (Last 24 Months in Millions):

AUM Lost From Client Attrition (Last 24 Months in Millions):

Types of Clients

Note: The percentages for the revenue generated from each type of client should add up to 100%.

Clients

% of Revenue

Individuals:

Types of Clients - Individuals:

Pension Plan Sponsors:

Pension Plan Sponsors:

Investment Advisers:

Investment Advisers:

Other:

Other:

Client Ages

Note: The percentages for the revenue generated from each age category of clients should add up to 100%.

Age

% of Revenue

Under 55:

Clients Ages - Under 55:

55 to 65:

55 to 65:

65 to 75:

65 to 75:

75 to 85:

75 to 85:

Over 85:

Over 85:

Client Portfolio Sizes

Note: The percentages for the revenue from each of the portfolio sizes should add up to 100%.

Portfolio Size

% of Revenue

Under $500K:

Portfolio Sizes - Under $500K:

$500K to $1M:

$500K to $1M:

$1M to $5M:

$1M to $5M:

Over $5M:

Over $5M:

AUM History

Please use the following:
1=$1M, 10=$10M, 100=$100M, 1000=$1B
Example: $202 million=202

Year

Total (to nearest million)

2021:

2021:

2022:

2022:

2023:

2023:

2024:

2024:

2025:

2025:

Current AUM:

Current AUM:

Revenue History

Year

Amount ($)

2021:

2021:

2022:

2022:

2023:

2023:

2024:

2024:

2025:

2025:

Current T12:

Current T12:

Compensation Sources

Note: The percentages for each of their entries should add up to 100%. The total must match Current T12 from the previous section.

Type

% of T12 Revenue Total

AUM-Based Fees:

Aum-Based Fees:

Ongoing Retainers:

Ongoing Retainers:

Hourly:

Hourly:

Trails from Products Sold:

Trails from Products Sold:

Front-End Product Sales:

Front-End Product Sales:

Trade Commissions:

Trade Commissions:

Other:

Other:

Trailing 12 Expenses

Non-Owner Advisor Compensation (wages, benefits, payroll taxes):

Non-Owner Support Staff Compensation (wages, benefits, payroll taxes):

Office (rent, utilities, phone, equipment):

Technology and Software:

Professional Fees (insurance, accounting, legal, compliance, clearing and execution, etc.):

Excluding all owner compensation and income taxes, what is the grand total of expenses that are ordinary and necessary to continue operating your firm?

Additional Information

Did anyone refer you to us?

Please tell us anything else you would like us to know about your business:

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