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A tool for finding RIA values — and plenty of ways to boost them

Summary by American Banker
With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.
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2 Articles

American BankerAmerican Banker
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Financial PlanningFinancial Planning

A tool for finding RIA values — and plenty of ways to boost them

With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.

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American Banker broke the news on Thursday, August 20, 2026.
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