The unified platform for the RIA industry
Strategic guidance, performance measurement, vendor matching, and regulatory intelligence — for registered investment advisors at every stage.
Free core for RIAs · Built around Form ADV data · 7 strategic pathways
The pathways
Pick your stage
Three Foundation pathways every firm progresses through. Four Strategic pathways to choose from when the time is right.
Not yet at an independent RIA? Independence is the path into Basecamp.
Start with Independence →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!What's inside RIA Ascent
One platform. Four capabilities.
Everything an RIA owner, operator, or advisor would otherwise have to assemble from scratch — in one place, with shared identity and shared data.
The fragmented status quo
Stop assembling it from scratch.
Today, an RIA owner pulls Cerulli reports, runs a separate valuation service for an estimate, hires an M&A advisor for buyer discovery, browses T3 and Kitces for vendor research, and calls an attorney for succession. Five vendors, six logins, no shared data.
RIA Ascent is one place, organized around your decisions.
Pathways for every stage. Score, benchmark, and improve. Match with vendors, partners, buyers, and sellers. The data, the workflows, and the people — under one roof.
Stop Struggling with These Common Challenges
RIA owners waste countless hours on decisions that should be simple. Here's what you get instead.
“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.”
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
The network compounds
A venue, not a vendor.
You don't subscribe to RIA Ascent — you participate in it. Your data stays yours; what compounds is the network around it.
Built for the RIA industry
Who we serve
One platform, multiple audiences. Each persona gets the workflows that match their reason for being here.