RIA Valuations was created by investment bankers who specialize exclusively in providing M&A advisory to financial services firms including: Registered investment advisory firms, wealth managers, and asset managers.


With M&A demand at record levels across the wealth and asset management industry, knowing the true value of your business has never been more critical, whether you’re planning for succession, considering an equity transfer, or preparing for a sale.


Too often, owners are undervalued and undercompensated simply because they weren’t advised by professionals with deep, transaction-based market insight. Our goal is to change that.


RIA Valuations provides a free, no-obligation estimate to give you a realistic, high-level view of your firm’s worth — grounded in real-world M&A experience. After advising on numerous transactions and evaluating hundreds of others in the financial services space, we’ve observed a clear pattern: firms either understand their value, or they don’t.


Those who enter a transaction without a solid grasp of their valuation consistently face worse outcomes — not just in terms of price, but also in deal structure and post-transaction alignment.