What Is Your Practice Actually Worth?
Get a free, confidential valuation to understand your practice’s potential value, what drives buyer interest, and where you can strengthen your position—whether you’re ready to transition or planning ahead.
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Private conversation. No obligation. No seller fee.
Hear From Advisors We’ve Helped
Donna J | Boston, MA
$125M AUM | 29 Years in Business | $3.6M Total Transaction Value | Sell & Secure.
“Coming into the conversation, I was worried I’d have to choose between a fair deal and protecting my clients. It turned out I didn’t have to compromise on either.”
David C | Pittsburgh, PA
$219M AUM | 32 Years in Business | $6.8M Transaction Value | Sell & Go.
“I expected someone to bring me a bunch of buyers. What I got was a process that helped me think through frameworks I hadn’t considered, which ultimately informed my decision about what mattered most to me, my family, and my clients.”
Anthony G | Los Angeles, CA
$183M AUM | 40% Minority Sale | $2.3M Cash at Close with Future upside | Sell & Grow.
“I’d spent decades juggling my financial planning practice, while wanting to wind down and enjoy life outside the outside the office. Nearing 70, I wanted more time in Hawaii and on my boat, without leaving my clients behind. I thought my only options were to keep carrying the whole business, or walk away completely. Once I understood there was a middle ground, the decision became much easier.”
$14.2B+
- AUM Valued
- Last 12 Months
$6.3B+
- AUM Through Our Process
- Last Quarter
$4B+
- AUM in Buyer/Seller
- Introductions
- Last Quarter
$2.2B+
- TRANSITIONED
- in 2026
Understand Value Before Deciding What’s Next.
Your complimentary TruValue Report helps you see your practice through a buyer’s eyes—without committing to a sale.
WHAT COULD YOUR PRACTICE BE WORTH?
Get a valuation range based on the information you share about your advisory practice.
WHAT DRIVES YOUR VALUE?
Understand how your revenue mix, client base, and practice characteristics can influence buyer interest and potential value.
WHERE COULD YOU INCREASE VALUE?
Identify opportunities to improve your practice’s appeal before a future transition—whether that’s soon or years away.
Free. Confidential. No obligation,
Is This Valuation Right for You?
Built for independent financial advisors and RIA owners who want to understand their practice’s potential value—whether a sale is on the horizon or years away.
FREQUENTLY ASKED QUESTIONS
Is the valuation really free?
Yes. Your TruValue Report is complimentary, with no obligation to sell or use buyAUM’s services.
Do I need to be ready to sell?
No. Understanding your practice’s value can help you plan ahead, whether you’re considering a transition soon or years from now.
Do I need to book a call?
No. Complete the form to request your report. After submitting, you’ll have the option to book a conversation, but it isn’t required to receive your valuation.
How will I receive my TruValue Report?
We’ll prepare your report using the information you submit and send it to the email address you provide. If we need clarification, we’ll reach out.
You’ve Built the Practice. Know What It Could Be Worth.
Get your complimentary TruValue Report to understand your practice’s potential value—and what could make it more attractive to buyers.