Financial Advisor Practice Valuation Calculator: Know Your Firm's True Worth
Use our Financial Advisor Practice Valuation Calculator to estimate the market value of your advisory business using industry-standard multiples.
Note: This is an estimate. Professional appraisal recommended for M&A
or succession planning.
"Your practice is your greatest asset — know its value." — Wealth
Management Advisor
How the Financial Advisor Practice Valuation Calculator Works
Our Financial Advisor Practice Valuation Calculator uses three proven methods:
- AUM Multiple: 1.5x–3.0x based on size, growth, retention
- Revenue Multiple: 2.0x–3.5x recurring revenue
- EBITDA Multiple: 6x–12x profit margin
- Weighted Average: Blended final valuation
Key Outputs from the Financial Advisor Practice Valuation Calculator
- AUM-Based Value
- Revenue-Based Value
- EBITDA-Based Value
- Final Estimated Value
- Valuation Range
Why Use This Financial Advisor Practice Valuation Calculator?
- 3 valuation methods
- Growth & retention adjusted
- Practice type specific
- Realistic input ranges
- Succession planning ready
Real Financial Advisor Practice Valuation Calculator Examples
- $50M AUM, $750K rev, $250K EBITDA: $1.8M–$2.4M (RIA)
- $100M AUM, 12% growth, 97% retention: $3.1M–$3.8M
- $25M AUM, hybrid model: $1.0M–$1.4M
Get Started with the Financial Advisor Practice Valuation Calculator
- Enter AUM, Revenue, EBITDA
- Adjust Growth & Retention
- Select Practice Type
- View Valuation Range
- Plan Your Exit or Growth
Calculate Your Practice Value Now
The Financial Advisor Practice Valuation Calculator empowers informed decisions. Start now.
Run Financial Advisor Practice Valuation Calculator