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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When RIA Ownership Structures Outlive Their Usefulness
When RIA Ownership Structures Outlive Their Usefulness

Gradually, Then Suddenly

Ownership structures in RIAs often decline gradually before problems become visible, leading to sudden impacts on value. Proactive planning and evolution are essential to sustaining long-term growth, talent retention, and client confidence.
Earnouts Aren’t Going Away, But They Are Changing
Earnouts Aren’t Going Away, But They Are Changing
Earnouts remain a core component of RIA transactions, but evolving structures are shifting more risk onto sellers through longer timelines and stricter performance criteria. Understanding how these mechanisms impact real deal value is essential for evaluating transaction outcomes.
Industry Spotlight: What Today’s RIA M&A Headlines Tell Us About Valuation
Industry Spotlight | What Today’s RIA M&A Headlines Tell Us About Valuation (and Succession)
In this reprint from our RIA Valuation Insights blog, we examine what current RIA M&A headlines reveal about valuation dynamics and succession trends.

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