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SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.
With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.
M&A: How One RIA Firm Can Fetch A Record Multiplier NEW YORK, July 31, 2026 /PRNewswire-PRWeb/ -- M&A: How One Ria Firm Can Fetch A Record Multiple The wealth management sp...
A recent survey of RIA executives by investment bank DeVoe & Company also sees a gap between RIA seller expectations and buyer thoughts on valuation in 2026.
Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.
An industry recruiter said departing Commonwealth teams tend to stick with brokerages because their objections are less to IBDs and more to LPL. Generous transition deals also help...
Proposed rule changes would end a long-standing gap in compensation structure between mutual fund and investment dealer advisors across Canada
Most RIAs build holistic financial plans for their clients but far fewer apply the same discipline to their own growth strategy.
Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.
Why systematized growth commands a premium.
RIAs of all sizes are starting to grapple with the cost and implementation of AI, potentially speeding some smaller firms to consider a sale.
Firms paid full penalties while individuals cleared just 18 percent of what panels ordered
RIs will be issued by the MAA to provide direction, and have the same authority as MAA regulation.
SIMA's July 2026 submission calls for CERTS as the prescribed reporting system and individual-level CE accountability
Morgan Stanley is winning new business from RIAs since launching its cross-division initiative, which pairs investment management with equity strategies.
Look beyond the headline multiple. The real value of your advisory firm depends on business model, true growth metrics, and how the deal is structured.
Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country.
As the RIA industry's own declaration of independence turns 86, its underpinnings have never been at greater risk, writes fiduciary maven Knut Rostad.
Schwab’s annual RIA benchmarking survey of its custodial clients reiterates the persistent struggle to generate organic growth and hiring new employees.
Two advisors traded thousands of orders as clients lost up to 94%, CIRO found
Industry consultants recommend steps RIAs in Schwab's referral network can take if they're worried about competition for clients.
Also, Merit acquires a $502 million Maryland-based RIA, Cressets stays on recruiting run with a $660 million advisor, and Osaic lands a former Integrity Alliance advisor
The founder-owned RIA has recruited $4 billion in assets this year, appealing to advisors who want to avoid private equity-backed firms and maintain autonomy.
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