The RIA industry has never been in one place. Now it is.
A private view of your own firm, the connected record of everyone around it, and the catalog of what the industry runs on.
See where your firm stands, then find the partners to move it forward.
Claim your firm with your work email and see it the way the market does, in private: your RIAAS score (the RIA Ascent Score) against firms like yours, a Firm Portrait value range with a confidence level, and what is holding both back. A fix list shows where to improve first, with the effect previewed before you save. RIA Ascent matches you with the partners who can help, and your firm is identified only when you choose to share.
Scoring covers SEC-registered firms.
- 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.
RIA Ascent facilitates; it does not execute. Not legal, financial or tax advice; not a broker-dealer; no funds or escrow.
Start with any firm. Follow it to everyone it touches.
Pick a firm and follow its lines: who owns it and what it owns, where its assets are custodied, who keeps its books, who works there and where they worked before, which firms it is affiliated with and the private funds it runs. Or start from a custodian or a provider and see every firm that relies on it. 66,000+ firms, 440,000+ advisors and other individuals, 7,000+ providers and 180,000+ links between them, with filings back to 2000 so you can see how a firm has moved, not only where it stands.
Free with an account.
Ascent Select
Know what a vendor really does before the first demo.
Every company and product researched the same way: what it does, who it is built for, what it connects to and how it is priced, and which advisory firms list it in their own records. 700+ products from 440+ companies, with over 1,000 more on the way.
Ascent Select is in public beta.
