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RIA Practice Valuation Calculator
Benchmarked against 23,512+ advisory firms. Adjust your inputs — valuation updates live.
Your practice profile
$0.50M
$0.10M$15.00M
95%
70%100%
40%
10%70%
8 years
1 yr25 yrs
Estimated practice value
$1.27M — $1.71M
1.8× revenue · 4.5× EBITDA
A solid mid-market valuation. Improving retention or increasing recurring revenue as a percentage would move the multiple meaningfully.
What's driving your valuation
High recurring revenue (90%+)Long client relationships (7+ years)
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