Every firm. Every advisor. Everyone who serves them. In one place, connected.
The right partner at the right time, when both are aligned.
Your firm’s data is yours. The more you bring, the more it gives back.
Free for the core RIA experience.
Claim your profile
Your firm, your product or your service is already on file. Make it yours.
Enrich it
Add what the filings cannot show. Every answer sharpens the picture, and it stays private until you say otherwise.
Get matched
The partners or customers that fit, introduced when both are aligned.
See where your firm stands
Look up any SEC- or state-registered RIA and see its public record: assets, clients, fees, ownership, filings. Free, for anyone. Own an RIA? Claim yours and see how it compares to firms like yours, what it’s worth, what’s dragging it down, and a prioritized fix list.
Claim your firm and you get a private profile built from your own public record and sharpened by what you choose to add: a benchmark score against firms like yours, the RIAAS score (the RIA Ascent Score); what your firm is worth, as a range with a confidence level, never an appraisal; what is holding the score and the value back; what to do first, and what each step is worth. It records what your firm runs on and where you are heading, and it will match you with the partners that fit. For SEC-registered firms today; state-registered scoring is on the way.
- Computed from your own filings, then tightened by what you share. Never a survey, never false precision. The more you add, the tighter the range.
- When we cannot score a firm honestly, we say so and explain why.
- Private by default. Owners see the valuation. Everyone at the firm sees the score. Nothing leaves the firm until the owner opts in, category by category.
- The benchmark score is designed to become the industry’s common yardstick. Private details stay private.
- Recurring revenue confirmed
- Succession plan on file
- Client concentration−$640K
- Key-person risk−$410K
- Fee compression−$220K
- 1 Document succession and second-line ownership
- 2 Diversify the top-10 client revenue share
- 3 Formalize recurring-revenue agreements
When we can’t score a firm honestly, we say so and explain why.
What everyone gets
Every account can open any registered firm: registration and status, assets, clients and advisers, growth over time, client mix, what it charges, who owns it, who custodies for it and the firm’s own bio, from its filings and brochure, refreshed monthly.
And everyone around it: wealthtechs, service providers, custodians, record keepers, auditors, private funds, owners and ownership maps, with recent news and funding as it lands. Linked in both directions.
RIA Ascent facilitates; it does not execute. Not legal, financial or tax advice; not a broker-dealer; no funds or escrow.
- 66,000+registered advisory firms
- 440,000+advisors and other individuals, with employment history
- 7,000+service providers, 180,000+ links to firms
- 147,000+private funds across 18,000+ firms
- 2000the first year of filings on file
- monthlyhow often the record is refreshed
- 700+products from 440+ companies in the catalog, in public beta
Where our money comes from
Advisors are not charged for the core RIA experience, and placement is not for sale. The vendors and buyers who want to reach firms pay for access to the ones that chose to be found. That is the whole model.
You build financial freedom for your clients.
Your firm should be your own.
Your practice is likely your largest asset, and the hardest one to see clearly from the inside. RIA Ascent is built to help you run it, grow it and, when the time comes, realize its value on your terms: the legacy you have spent a career building for other people, finally built for yourself.
Knowing what it’s worth is where it starts.
Common questions
Is it really free?
For the core RIA experience, yes: the lookup, your benchmark score, your value range, what is holding them back and the fix list. The RIA record is free for anyone with an account. Paid tools for buyers and vendors come later, and advisors are not the people who pay for them.
Then how does RIA Ascent make money?
From the two sides that want access to advisory firms: the vendors who serve them and the buyers who want to acquire them. They pay for access to firms that chose to be found. Placement is not for sale, and vendors do not pay to appear in the catalog.
What do you do with my data?
Your answers stay private to your firm. Owners see the valuation; everyone at the firm sees the score. Matching, when it arrives, uses your data anonymously, and your firm is identified to a vendor or buyer only when you choose to share. Sale and succession answers never move your score and are never shown to buyers.
How do I find out what my RIA is worth?
Create an account, find your firm and claim it with your work email. You will see your RIAAS score (the RIA Ascent Score), a value range with a confidence level, and a fix list showing what is holding the number back. For SEC-registered firms today.
Free for the core RIA experience.