Ballpark valuations and fee math for advisors and insurance agencies, built on published industry benchmarks. Free to use, no sign-up.
Estimate what your RIA or advisory book is worth from revenue and EBITDA multiples, adjusted for the quality of your revenue.
Open calculator →Work out annual AUM fees on a tiered schedule, the effective rate, how it compares with the median and the long-term cost.
Open calculator →Estimate what your agency is worth from revenue and EBITDA margin using published EBITDA multiples.
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