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RIA Ascent

Get Clear Direction for
Every RIA Decision

From technology choices to succession planning—get expert guidance for your entire practice. Stop second-guessing critical decisions.

All-in-one
platform for RIA growth
Stage-specific
guidance & resources
Proven
frameworks & strategies
Join the Waitlist

Personalized results in only a minute

See How RIA Ascent Works

Watch this 2-minute overview to understand how our platform provides comprehensive guidance for every aspect of your RIA practice.

Platform Overview (Coming Soon)

2 minutes • See how it all works together

No account required • Learn about all our capabilities

Join the Waitlist or Schedule a Demo Now!

Comprehensive Capabilities

Complete Platform for Every RIA Professional

Whether you're an advisory owner, tech decision maker, compliance team member, or support staff - our platform provides the guidance, resources, and tools you need to succeed at every stage.

💯 Completely free for RIA firms • Your data, your control

Guidance & Resources

Seven strategic pathways with stage-specific guidance • Eliminate decision overwhelm with proven frameworks

RIA Ascent Score (RIAAS)

One score that measures business health • Based on what actually drives RIA success and value • Compare to other registered RIAs

Vetted Matching Services

1,000+ qualified technology providers and service professionals • Research vendors in minutes not months

Market Intelligence

Real-time market trends and firm valuations • Data-driven insights for strategic decisions

Secure Data Sharing

Professional data rooms with permission controls • Share what you want, when you want, with whom you choose

Compliance & Operations

Regulatory updates and operational best practices • Risk management guidance • Industry-specific compliance support

One platform. Every professional. All stages of growth.

Explore Our Platform

Stop Struggling with These Common Challenges

RIA owners waste countless hours on decisions that should be simple. Here's what you get instead.

Technology decision paralysis

Get personalized tech recommendations in minutes

Unclear growth strategies

Follow proven pathways for your firm's stage

Overwhelming vendor research

Access curated, vetted service providers instantly

Succession planning confusion

Get step-by-step transition guidance

Performance measurement gaps

Track progress with RIA-specific metrics

Scattered business guidance

One platform for every practice decision

Proven Growth Framework

Strategic Pathways

Whether you're planning independence or optimizing your existing practice, get expert guidance tailored to your specific situation and growth stage.

Independence

Plan your transition to independence with complete privacy and expert guidance

Basecamp

Launch your independent RIA practice with confidence and clarity

The Climb

Scale operations and grow your client base systematically

Waypoint

Optimize processes and maximize efficiency across all operations

Junction

Strategic partnerships for accelerated growth and expanded capabilities

Summit

Next generation development and comprehensive transition planning

Vista

Exit strategy optimization and value maximization

Frontier

Growth through strategic acquisitions and market expansion

"After 25 years helping RIAs optimize every aspect of their businesses, I've learned that true success comes from understanding how all the pieces work together. RIA Ascent is my commitment to giving every firm the comprehensive insights they need to achieve their full potential."
— James Cantwell
Founder

Stop Second-Guessing Critical Decisions

Get expert guidance for every aspect of your practice with our comprehensive platform launching soon.

Complete data privacy controls • Personalized results in 1 minute