finance
Financial advisory (RIA) firm valuation multiples
Registered Investment Advisor firms providing comprehensive financial planning and investment management.
What the recorded transactions show
568
recorded transactions in the broader sector
3.8x
median EV/Revenue, n=86
8.9x
median EV/EBITDA, n=10
The archive has no Financial Advisory (RIA) category of its own. These figures are for the broader Financial Services sector it sits within, September 2014 to July 2026, and they describe how that sector trades, not what a business like yours would fetch. The deals behind the EBITDA median had a median value of $169M, larger than most owner-operated businesses. Who buys in Financial Services
The recorded deals price above the indicative estimate on EBITDA (median 8.9x, n=10, against 7.5x to 8.2x), and above the indicative estimate on revenue (median 3.8x, n=86, against 2.2x to 2.8x). The two sources measure different businesses: the estimate is for a business of this kind, the recorded deals are the larger companies in the broader sector. Neither is a valuation of yours.
Indicative estimate for Financial Advisory (RIA)
From 2 internal estimates, not from recorded transactions.
EV / EBITDA
EV / Revenue
Indicative range reconciled from 2 internal estimates, reviewed 2026-08-06. Not derived from a verified transaction sample. See Methodology. Methodology
How much is my financial advisory (RIA) firm worth?
Apply the indicative estimate to your earnings: EBITDA if the business has a management team, revenue if it does not yet make a profit. The calculator below does exactly that with that estimate, and shows the range, not a single figure. It is a benchmark, not a valuation.
Step one
What does the business do, and how big is it?
Indicative estimate for Financial Advisory (RIA): 7.5x to 8.2x EBITDA, not a transaction median. n=2 internal estimates · as of 2026-08-06
What moves the multiple
Assets Under Management
Total AUM and growth trajectory
Fee Structure
Asset-based vs hourly fee model
Client Demographics
High net worth client concentration
Regulatory Compliance
Clean regulatory record
Succession Planning
Next generation advisor development
Metrics buyers ask for
- ·Assets Under Management
- ·Fee Rate
- ·Client Retention
- ·New Client Acquisition
- ·Revenue per Client
Live mandates in this sector
Currently for sale through FIH.com. Asking prices, not transacted values.
All live mandatesRelated industries
Considering a sale?
A benchmark range is a starting point, not an answer. If you want a considered view on what your business would actually fetch, and what to fix first, an adviser at FIH.com will talk it through. No upfront fees; they are paid on completion.
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