Know what your firm
is worth.
Look up any registered RIA and see its public regulatory record. Claim your firm to see how it compares to firms like yours, what it’s worth, what’s dragging it down, and a prioritized fix list. It’s a free RIA valuation you control. The more you share, the tighter it gets.
See where your firm stands
We analyze your public record alongside current market factors and thousands of comparable firms, then hand you a clear starting picture of your firm today.
That’s your RIAAS score, the RIA Ascent Score, a benchmark of how your firm compares to firms like yours, with a Firm Portrait valuation range, the factors weighing it down, and a fix list ordered by impact. Everything is shown as a range with a confidence meter, never false precision.
Then the loop: every detail you confirm or add tightens the estimate. Precision is something you gain by sharing, on your terms, not a wall you pay to climb over.
- 1 Document succession and second-line ownership
- 2 Diversify the top-10 client revenue share
- 3 Formalize recurring-revenue agreements
Three steps to your free RIA valuation
- 01
Look up your firm
Sign up and search any RIA to see its public Form ADV record: assets, accounts, filings.
- 02
Claim it
Verify you’re at the firm with your work email, matched to your firm’s ADV listing. Takes a minute.
- 03
See your value
How your firm compares to firms like yours, what it’s worth, your top drags, and a fix list ordered by impact.
Deciding whether to go independent, replace a CRM, or sell your practice usually means working from conference hallway talk, a vendor’s own marketing, and whatever a broker tells you your firm is worth. The data exists. It’s just fragmented across regulatory filings, private conversations, and closed systems that don’t talk to each other. We put it in one place.
You choose what to share, with whom, and when
This is self-interested by design. The more you share, the more RIA Ascent gives back: sharper insights, better recommendations, stronger matches.
- → It benefits you firstEvery detail you add sharpens your own score, recommendations, and matches. It also sharpens the picture of the whole RIA market, which comes back to you.
- → Progressive disclosureYou reveal one layer at a time, as far as it serves you. Nothing is all or nothing, nothing is automatic.
- → Outward only when it serves youReveal your firm to a vendor or service provider when there’s a payoff: a better-fit match, a faster start, a perk. You pick who, and when.
- → Anonymous, and yours to takeWhat you share stays anonymized until you choose to connect. Export your data whenever you want.
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 grow it, scale it, and when the time comes, realize its value on your terms: the legacy you’ve spent a career building for other people, finally built for yourself.
Knowing what it’s worth is where it starts.
Every claimed firm makes the picture sharper
RIA Ascent is building the industry’s living dataset, verified by the firms themselves, and the matching layer on top of it: vendors reaching the right firms, acquirers finding the right targets. If that’s your business, that side of the platform is built for you.
Vendors · Asset managers · TAMPs · MSPs · Broker-dealers · SEC compliance · Acquirers · Aggregators · Insurers — anyone serving RIAs
Common questions
Is it really free?
For independent RIAs, yes. Your firm lookup, RIAAS score, Firm Portrait valuation range, guidance, and benchmarking stay free. We plan paid add-ons for deeper analysis and tools you can choose to use. The core is not a trial and it does not expire.
Then how does RIA Ascent make money?
Independent RIAs are not the revenue source. Today the platform is supported by enterprise organizations that license our methodology and insights. In later phases, RIA Ascent will match you with vendors and partners suited to your specific goals, and those partners pay for deeper insight into your firm only when you opt in to share it. When a match is made we often arrange preferred pricing or a discount for you, and we never take a referral fee. Matches come from our algorithms and AI, and every relevant vendor is included whether or not they pay RIA Ascent. We are not compensated when you buy a partner’s product, so the recommendation is yours to judge, not ours to sell.
What do you do with my data?
You choose what to share, with whom, and when. By default your firm’s data is anonymized: we use it to sharpen your own score and recommendations, to improve the platform, and to provide aggregated, non-identifying insight to partners. Your firm is identified to a vendor or partner only when you opt in, and only for a specific benefit to you. You can export or delete your data at any time.
How do I find out what my RIA is worth?
Look up your firm on RIA Ascent, then claim it with your work email. You’ll see your RIAAS score (the RIA Ascent Score), a Firm Portrait valuation range, and a prioritized fix list showing what’s dragging the number down.
The core is free, forever. No credit card, no trial period, no surprise paywall.