Get your RIA valuation in minutes.
3 simple steps to get your valuation
Our calculator uses the same framework trusted in 100+ closed RIA transactions totaling over $2B in valuations.
Apply for your free, confidential dashboard. We'll verify your access within 24 hours.
Log in to receive an immediate, high-level valuation snapshot.
Complete your secure profile to fuel our proprietary Lens valuation engine.
Instantly see your comprehensive, dynamic valuation benchmarked against real-time market data.
Know what drives your firm’s worth
Your firm’s value depends on more than just assets. Here’s what buyers look for when determining multiples.
Larger AUM improves buyer scale and margins.
Healthy profitability drives strong valuations.
Younger, loyal clients add future revenue stability.
Fast-growing firms command higher multiples.
Continuity reassures acquirers post-sale.
Modern tech boosts efficiency and value.
What will you get with Alaris
Save Time
We've cataloged the majority of buyer models. Say goodbye to spending months searching for the right buyer—one by one. We've streamlined the process for you.
Cultural Fit
Our Deal Advocacy model champions cultural fit first and foremost. While we're driven to amplify your value, we'll never compromise culture. Period
Ideal Outcome
Working in the Lens application combined with our expert guidance, you'll find the right match that aligns culturally and economically, ensuring the best outcome for you, your team and clients.
Largest Buyer Database Ever
We've cataloged the majority of buyer models. Say goodbye to spending months searching for the right buyer—one by one. We've streamlined the process for you.
Maximize Valuation
Your firm is likely going to be valued on a multiple of EBITDA. While gross revenue multiples are frequently referenced, sophisticated buyers rarely use this valuation approach because it doesn’t truly account for the reality of your internal economics (i.e. profitability)
Sellers that find their perfect match with Alaris
Your valuation is one click away
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