Your Path to
Growth Starts Here
Take our Firm Valuation Calculator Today
You need to know where you stand now to start building your growth path for the future. Make sure you’re on the right track to reaching your growth goals.
Know what your firm is worth
Even if you’re not yet considering your exit strategy, knowing your financial advisor firm valuation is essential. You can use this initial valuation as a way to get into the habit of benchmarking your RIA business.
By tracking key metrics regularly, you can set growth goals and measure your progress as you build value in your RIA business. And knowing the main drivers of your growth can help you prioritize the elements that will allow you to scale your financial advisory firm.
Answer six quick questions in our valuation calculator to better understand the market value of your financial advisory firm.
*This calculator is an estimated range of your firm’s value based on the information entered. Your actual valuation may differ based on data accuracy and other factors not considered here. The valuation range is calculated using assets under management (AUM), advisory asset percentage, gross revenue, and number of clients. It is calculated by multiplying gross revenue by a base multiplier of 2.7, along with adjustments for client size, advisory asset percentage, average fee percentage, and asset size. The 2.7 multiplier is based on revenue multiplier ranges used by third-party firms offering business valuation and financing services. Average client size is calculated by dividing total AUM by the number of clients, while average fee percentage is calculated by dividing gross revenue by AUM, and asset size is equal to AUM.
Partner with Carson
Carson Group is a leading financial services firm providing innovative solutions, resources and support to a nationwide network of advisor firms. Our mission is to empower advisors to find their freedom and unleash the full potential of their firms by helping them run more efficiently, grow smarter and faster and love their business more than ever.
Carson currently manages $38 billion in AUM and serves more than 50,000 families among its advisor network of 140+ partner offices, including 50+ Carson Wealth locations. For more information, visit carsongroup.com.
