Corporate Valuation, Investment Management

October 4, 2024

RIA Market Update: Q3 2024

RIAs outperformed the S&P in the third quarter of 2024, with alternative asset managers experiencing the strongest returns amid multiple expansion. All groups examined experienced growth in AUM and revenue year-over-year. We explore further in our Q3 2024 Market Update.

RIA Market upate Q3 2025.png

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RIA Market Update: Q2 2026
RIA Market Update: Q2 2026
Overall, results highlight a divergence in investor sentiment and operating performance across manager types, with scale continuing to support stronger operating leverage among larger traditional managers.
The Cause for Independence
The Cause for Independence

Building an RIA That Lasts

Private equity has reshaped the RIA market, but the next phase will test whether premium valuations can be justified through execution, retention, and durable organic growth. The strongest platforms will be the ones that add value after the deal closes, not just at the point of acquisition.
Private Equity Has Bid Up RIAs. Now Comes the Hard Part
Private Equity Has Bid Up RIAs. Now Comes the Hard Part
Private equity has reshaped the RIA market, but the next phase will test whether premium valuations can be justified through execution, retention, and durable organic growth. The strongest platforms will be the ones that add value after the deal closes, not just at the point of acquisition.

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