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Are you deal ready? Discover the value of your business.
VALUATION CALCULATOR
VALUATION CALCULATOR
Are you deal ready? Discover the value of your business.
VALUATION CALCULATOR
VALUATION CALCULATOR
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List of Buyers
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Approximate AUM of the buyer
<2 Bn
2-5 Bn
5-10 Bn
10-20 Bn
20-50 Bn
50 Bn +
Fee Model
Fee Only Flexible
Fee Only Strict
Hybrid Flexible
Hybrid Legacy
Investment platform
Allows advisor to be PM
Allows factor based investing
Incorporates ALTs
Permits seller as PM
Requires IM adoption
Technology
Riskalyze
Salesforce
Tamarac
Red Tail
Pontera
Holistiplan
Adeppar
Black Diamond
Orion
Money guide pro (MGP)
E-money
Custodians (RIA)
Fidelity
Schwab
LPL
Pershing
Goldman Sachs
Raymond James
Altruist
Interactive
SEI
Ameriprise
JP Morgan
Fifth Third Bank
Merrill Lynch
Morgan Stanley
AssetMark Trust
AXOS Clearning
National Financial Services
Cetera
TIAA
Empower Trust
Alight Financial Solutions
Vanguard
Farmers and Merchants Bank
AXOS Clearing LLC
AXOS Clearing LLC
National Advisors Trust Company
The Northern Trust Company
Millennium Trust Company
AXOS Clearing
PKS
Acquisitions Model
Full Acquisition (all cash)
Full Acquisition (with equity rollover)
Majority Acquisition
Minority Acquisition
Capital Provider (no integration)
Full Acquisition
Expanded services offered
Tax Preparation
Corporate Trustee Services
Employee Benefits
Estate Planning
Mortgage services
Banking
Family Office Services
Insurance
Executive Compensation Planning
Qualified / Non Qualified Plans
Hedge Fund Manager / Private Placement
Exit Planning / Investment Banking Services
PEO
Insurance (Employee Benefits)
Financial Planning
Portfolio Management
Retirement / Income Planning
Sub Advisory Services to other advisors
Tax Planning
Other
LPL Financial
Headquarters
San Diego, CA and Fort Mill, SC
Approximate AUM
1700000000000
50 Bn +
Fee model
CAPTRUST
Headquarters
Raleigh, North Carolina
Approximate AUM
852173000000
50 Bn +
Fee model
OneDigital
Headquarters
Kansas City, Missouri
Approximate AUM
142000000000
50 Bn +
Fee model
Hightower Advisors
Headquarters
Chicago, Illinois
Approximate AUM
130239000000
50 Bn +
Fee model
HUB International
Headquarters
Chicago, IL
Approximate AUM
120000000000
50 Bn +
Fee model
Mariner Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
81106925484
50 Bn +
Fee model
Cerity Partners
Headquarters
New York, New York
Approximate AUM
80573110000
50 Bn +
Fee model
Test buyer
Headquarters
New York, US
Approximate AUM
71313906000
50 Bn +
Fee model
Mercer Advisors
Headquarters
Denver, CO
Approximate AUM
70000000000
50 Bn +
Fee model
Edelman Financial Engines
Headquarters
Boston, Massachusetts
Approximate AUM
68300000000
50 Bn +
Fee model
Carson Group
Headquarters
Omaha, Nebraska
Approximate AUM
41600000000
20-50 Bn
Fee model
World Investment Advisors
Headquarters
Santa Barbara, California
Approximate AUM
37759760000
20-50 Bn
Fee model
EP Wealth Advisors
Headquarters
Torrance, CA
Approximate AUM
35570000000
20-50 Bn
Fee model
Beacon Pointe Advisors
Headquarters
Newport, California
Approximate AUM
31279000000
20-50 Bn
Fee model
Savant Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
30640311299
20-50 Bn
Fee model
Prime Capital Financial
Headquarters
Overland Park, Kansas
Approximate AUM
24362866552
20-50 Bn
Fee model
Sequoia Financial Group
Headquarters
Akron, Ohio
Approximate AUM
19964189243
10-20 Bn
Fee model
Tesla Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
19700000000
10-20 Bn
Fee model
Allworth Financial
Headquarters
Folsom, CA
Approximate AUM
19313700000
10-20 Bn
Fee model
Sanctuary Wealth
Headquarters
Indianapolis, IN
Approximate AUM
16220200000
10-20 Bn
Fee model
Signature Estate & Investment Advisors, LLC "SEIA"
Headquarters
Century City, CA
Approximate AUM
14211500000
10-20 Bn
Fee model
Merit Financial Advisors
Headquarters
Atlanta, Georgia
Approximate AUM
14000000000
10-20 Bn
Fee model
Modera Wealth Management, LLC
Headquarters
Westwood, NJ
Approximate AUM
12532440000
10-20 Bn
Fee model
Mission Wealth Management, LP
Headquarters
Santa Barbara, CA
Approximate AUM
11600000000
10-20 Bn
Fee model
The Mather Group
Headquarters
Chicago, IL
Approximate AUM
10508540000
10-20 Bn
Fee model
Kuttin Wealth Management
Headquarters
Hauppauge, New York
Approximate AUM
10500000000
10-20 Bn
Fee model
Parallel Advisors
Headquarters
San Francisco, California
Approximate AUM
8289742208
5-10 Bn
Fee model
Perigon Wealth Management
Headquarters
San Francisco, California
Approximate AUM
6940950000
5-10 Bn
Fee model
Avantax Planning Partners
Headquarters
Dallas, Texas
Approximate AUM
6377152299
5-10 Bn
Fee model
Capital Investment Advisors LLC
Headquarters
Atlanta, Georgia
Approximate AUM
6298400000
5-10 Bn
Fee model
F.L. Putnam Investment Management Company
Headquarters
Lynnfield, Massachusetts
Approximate AUM
6168010000
5-10 Bn
Fee model
Dakota Wealth Management
Headquarters
Palm Beach Gardens, Florida
Approximate AUM
6122960000
5-10 Bn
Fee model
Modern Wealth Management
Headquarters
Lenexa, Kansas
Approximate AUM
6000000000
5-10 Bn
Fee model
Farther
Headquarters
San Francisco, CA
Approximate AUM
5881146607
5-10 Bn
Fee model
Apollon Wealth Management
Headquarters
Charleston, South Carolina
Approximate AUM
5519650000
5-10 Bn
Fee model
Composition Wealth
Headquarters
Los Angeles, California
Approximate AUM
4895700000
2-5 Bn
Fee model
Pure Financial Advisors
Headquarters
San Diego, California
Approximate AUM
4600610000
2-5 Bn
Fee model
Gateway Financial Advisors
Headquarters
Albuquerque, New Mexico
Approximate AUM
4200000000
2-5 Bn
Fee model
Verdence Capital Advisors
Headquarters
Hunt Valley, Maryland
Approximate AUM
3306595930
2-5 Bn
Fee model
AlphaCore Wealth Advisory
Headquarters
La Jolla, California
Approximate AUM
3003212570
2-5 Bn
Fee model
Prosperity
Headquarters
Owings Mills, MD
Approximate AUM
2913821221
2-5 Bn
Fee model
SteelPeak Wealth
Headquarters
Woodland Hills, California
Approximate AUM
2800000000
2-5 Bn
Fee model
The Retirement Planning Group
Headquarters
Leawood, Kansas
Approximate AUM
2628800000
2-5 Bn
Fee model
IMA Financial Group
Headquarters
Denver, Colorado
Approximate AUM
2600000000
2-5 Bn
Fee model
Marcum Wealth
Headquarters
Cleveland, Ohio
Approximate AUM
2576380000
2-5 Bn
Fee model
Trilogy Financial
Headquarters
Irvine, California
Approximate AUM
1886949860
<2 Bn
Fee model
WealthPlan Partners
Headquarters
Omaha, Nebraska
Approximate AUM
1812736244
<2 Bn
Fee model
GCG Wealth Management
Headquarters
Charlotte, North Carolina
Approximate AUM
1800000000
<2 Bn
Fee model
Savvy
Headquarters
New York, New York
Approximate AUM
1740000000
<2 Bn
Fee model
Pinnacle Advisors
Headquarters
Mansfield, Ohio
Approximate AUM
1728530000
<2 Bn
Fee model
Diversified, LLC
Headquarters
Wilmington, Delaware
Approximate AUM
1553770000
<2 Bn
Fee model
Alphastar Capital Management
Headquarters
Cornelius, North Carolina
Approximate AUM
1450962289
<2 Bn
Fee model
Montis Financial
Headquarters
Waltham, Massachusetts
Approximate AUM
1012415189
<2 Bn
Fee model
Adrian Test Buyer
Headquarters
London, UK
Approximate AUM
1000000000
<2 Bn
Fee model
1792 Wealth Advisors
Headquarters
Morristown, NJ
Approximate AUM
1000000000
<2 Bn
Fee model
Signet Financial Management
Headquarters
Parsippany, New Jersey
Approximate AUM
949397508
<2 Bn
Fee model
Keen Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
914000000
<2 Bn
Fee model
Trevor Test
Headquarters
Approximate AUM
0
Fee model
Wealth Enhancement Advisory Services
Headquarters
Approximate AUM
0
Fee model
SageView Advisory
Headquarters
Approximate AUM
0
Fee model
Faith Test Buyer
Headquarters
Approximate AUM
0
Fee model
Alana Test Buyer
Headquarters
Approximate AUM
0
Fee model
Alana Test 2 8/21
Headquarters
Approximate AUM
Fee model
Alaba Augus
Headquarters
Approximate AUM
Fee model
Alana Test 8/21
Headquarters
Approximate AUM
Fee model
NewBuyerAug21Ted
Headquarters
Approximate AUM
Fee model
Faith Test 8/20
Headquarters
Approximate AUM
Fee model
Trevor Test Buyer
Headquarters
Approximate AUM
Fee model
Alaba Test
Headquarters
Approximate AUM
Fee model
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Hybrid Legacy
Hybrid Flexible
Fee Only Strict
Fee Only Flexible
Allows advisor to be PM
Allows factor based investing
Incorporates ALTs
Permits seller as PM
Requires IM adoption
Riskalyze
Salesforce
Tamarac
Red Tail
Pontera
Holistiplan
Adeppar
Black Diamond
Orion
Money guide pro (MGP)
E-money
PKS
AXOS Clearing
Millennium Trust Company
The Northern Trust Company
National Advisors Trust Company
AXOS Clearing LLC
AXOS Clearing LLC
Farmers and Merchants Bank
Vanguard
Alight Financial Solutions
Empower Trust
TIAA
Cetera
National Financial Services
AXOS Clearning
AssetMark Trust
Morgan Stanley
Merrill Lynch
Fifth Third Bank
JP Morgan
Ameriprise
SEI
Interactive
Altruist
Raymond James
Goldman Sachs
Pershing
LPL
Schwab
Fidelity
Full Acquisition
Capital Provider (no integration)
Minority Acquisition
Majority Acquisition
Full Acquisition (with equity rollover)
Full Acquisition (all cash)
Other
Tax Planning
Sub Advisory Services to other advisors
Retirement / Income Planning
Portfolio Management
Financial Planning
Insurance (Employee Benefits)
PEO
Exit Planning / Investment Banking Services
Hedge Fund Manager / Private Placement
Qualified / Non Qualified Plans
Executive Compensation Planning
Insurance
Family Office Services
Banking
Mortgage services
Estate Planning
Employee Benefits
Corporate Trustee Services
Tax Preparation
