Elevate Your Practice

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Advisor Intelligence is a free & anonymous tool for advisors considering a move. After launch, Scroll down to access the Readiness Assessment. *While this will work on mobile, desktop usage is highly recommended.

Analyzing Market Intelligence...

Processing 2025 transition data and private equity opportunities

Advisor Transition Intelligence Platform

Market Analysis • Private Equity Intelligence • Advanced Analytics

🔐 CONFIDENTIAL PROTOCOL
Zero data retention • Anonymous processing • GDPR compliant

2025 Market Intelligence Center

Live Data

RIA Advisors Retiring (Next 10 Years)

↑ 37% of current workforce

$3T

Assets Changing Hands

↑ 35% of RIA channel AUM

6-12x

Current Valuation Multiples

↑ Doubled since 2021

$1.5T

RIA Consolidator AUM

↑ 31% YoY growth

30+

PE Firms in Wealth Mgmt

↑ Record investment activity

94%

Independence Satisfaction

↑ Highest rate ever recorded

Private Equity Opportunities - Active in 2025

Private equity firms are aggressively investing in wealth management, offering unprecedented opportunities for growth-minded advisors. Here are the most active players:

KKR (Janney Montgomery Scott)

AUM: $150B+ (900+ advisors)

Recent Action: Acquired from Penn Mutual 2024

Strategy: Employee equity participation

Opportunity: Growth capital & succession

TPG (Creative Planning)

AUM: $300B+ (Top RIA)

Model: Aggressive acquisition strategy

Focus: Technology & scale

Opportunity: Tuck-in partnerships

Hellman & Friedman (Focus Financial)

AUM: $450B+ (Partnership model)

Structure: Decentralized partnerships

Advantage: Maintain independence

Opportunity: Equity participation

TA Associates (Hightower)

AUM: $135B+ (Hybrid model)

Specialization: Team-based practices

Support: Best-in-class technology

Opportunity: Premium transitions

RIA Consolidators & Aggregators - 18% Market Share

RIA consolidators now control $1.5 trillion in AUM with 31% year-over-year growth. These platforms offer sophisticated infrastructure with equity upside potential.

Creative Planning

AUM: $300B+ (Largest RIA)
Model: Technology-driven platform
Advantage: Comprehensive financial planning
Growth: Aggressive acquisition strategy

Mercer Advisors

AUM: $50B+ (Rapid growth)
Model: National wealth platform
Advantage: Integrated services
Focus: Succession planning solutions

Dynasty Financial

AUM: $100B+ (Ultra-high-net-worth)
Model: White-glove service platform
Advantage: Elite client segments
Support: Comprehensive back-office

Wealth Enhancement Group

AUM: $75B+ (Regional focus)
Model: Partnership-based growth
Advantage: Flexible structures
Specialty: Tax-advantaged strategies

Enterprise Valuation Calculator

Calculate your practice value using 2025 market multiples (6-12x EBITDA)

Annual Revenue $750K

Profit Margin 35%

Valuation Multiple 8x

$262K

Annual EBITDA

$2.1M

Enterprise Valuation

$420K

Typical Down Payment (20%)

$168K

Annual Payment (10yr note)

Readiness Assessment

Rookie

Building foundation

Professional

Strong potential

Expert

High readiness

Elite

Maximum readiness

Employment Structure & Current Position

What is your current employment classification? What type of firm do you currently work with? Years of Professional Experience in Wealth Management Current Assets Under Management (AUM) Annual Gross Revenue/Production Team Structure & Support

Strategic Motivations & Long-Term Vision

2025 Market Reality Check

Industry research reveals 94% of advisors who achieved independence are satisfied with their decision. With $3 trillion in assets expected to change hands due to advisor retirements, 2025 represents unprecedented opportunity for strategic transitions.

Primary strategic motivation for considering change Importance of upfront transition assistance in decision Preferred level of operational support in ideal model Long-term strategic vision (5-10 year outlook) Risk tolerance for business model transformation

Edward Jones Transition Analysis

Edward Jones Market Intelligence

Edward Jones advisors face unique challenges with client ownership policies and restrictive covenants. However, 75-85% client retention is typical for well-planned transitions. Recent industry data shows strong success rates when properly executed with professional guidance.

Realistic client transition expectation (based on relationship strength) Knowledge of Edward Jones restrictive covenants and policies Current Edward Jones payout percentage Satisfaction with Edward Jones platform & product access Geographic market considerations and competition

Financial Readiness & Transition Economics

2025 Transition Economics Intelligence

Startup costs by model: Full RIA $75K-200K, Supported Independence $25K-75K, Enhanced 1099 $10K-40K. Average breakeven timeframe: 6-18 months depending on model and preparation. Private equity partnerships typically require minimal startup capital.

Available startup capital for transition Personal emergency reserve duration (months of expenses) Income variability tolerance during 6-18 month transition period Current income maintenance priority during transition Succession planning and exit strategy importance

2025 Business Model Intelligence & Market Analysis

What Elite Advisors Actually Choose in 2025

Current data: 47% choose supported independence, 23% RIA tuck-ins, 18% hybrid models, 8% private equity partnerships. Only 12% go full independent RIA. Hybrid RIAs report $30K+ higher average income than fee-only RIAs.

Supported Independence Platform (Most Popular - 47% Market Share)

Join established platforms like LPL Financial, Cambridge Investment Research, or Osaic with comprehensive infrastructure. Achieve 65-90% ongoing payouts with full operational backing and institutional resources.

2025 Economics:
• Transition Assistance: 30-85% of TTM revenue
• Cambridge: Up to 85% | LPL: 65-90% | Osaic: 50-75%
• Startup Costs: $25K-75K | Breakeven: 6-12 months
• Success Rate: 94% advisor satisfaction

Best For: Advisors wanting independence with institutional support, proven infrastructure, comprehensive back-office services, and strong compliance framework.

RIA Tuck-In/Plug-In (Fastest Growing - +1,860 Net Advisors)

Join established RIA firms as advisor representative. Access RIA benefits without startup costs or operational complexity. Many offer equity participation and clear growth paths.

2025 Economics:
• Transition Assistance: 15-60% of TTM revenue
• Focus on equity building vs. maximum upfront cash
• Startup Costs: Minimal to none | Breakeven: 3-9 months
• Equity Participation: Often 10-25% over time

Best For: Advisors seeking RIA benefits with reduced risk, established infrastructure, potential equity upside, and collaborative team environment.

Hybrid RIA Model (Highest Earnings - $30K+ Premium)

Combine fee-based RIA services with commission-based broker-dealer capabilities. Cerulli reports fastest-growing segment with highest average compensation in industry.

2025 Economics:
• Transition Assistance: 25-75% of TTM revenue
• Dual registration provides maximum flexibility
• Startup Costs: $35K-100K | Average income: $30K+ higher
• Growth Rate: 15%+ annually (fastest-growing segment)

Best For: Advisors wanting maximum service flexibility, highest earning potential, diverse client needs with both fee and commission structures.

Private Equity Partnership Models (8% - Elite Tier)

Partner with PE-backed platforms like KKR (Janney), TPG (Creative Planning), or TA Associates (Hightower). Access to substantial growth capital and sophisticated resources.

2025 Economics:
• Transition Assistance: Variable, focus on equity participation
• Growth Capital: Substantial investment for expansion
• Startup Costs: Often funded by PE partner
• Equity Upside: Significant long-term value creation

Best For: High-performing advisors seeking aggressive growth, substantial resources, sophisticated platform capabilities, and long-term equity value creation.

Enhanced 1099 Contractor (High Payout Models)

Premium contractor positions at regional firms or enhanced platforms. Significant payout improvements over W2 models with institutional support and proven systems.

2025 Economics:
• Transition Assistance: 50-100% of TTM revenue
• Raymond James: 65-70% | Regional firms: 80-100%
• Startup Costs: $10K-40K | Higher net than W2
• Payout Rates: 65-90% ongoing

Best For: Advisors seeking higher payouts with moderate independence, established support systems, proven business models.

W2 Employee (Maximum Upfront Packages)

Highest upfront transition bonuses available in industry. Major wirehouses competing aggressively with packages often 200-400% of TTM revenue for quality producers.

2025 Economics:
• Transition Assistance: 200-400% of TTM revenue
• Wells Fargo, UBS, Merrill, Morgan Stanley competitive
• Startup Costs: None | Immediate income stability
• Ongoing Payout: 35-50% but maximum benefits

Best For: Advisors prioritizing maximum upfront compensation, comprehensive benefits, institutional brand recognition.

Strategic Decision Analysis & Implementation Planning

Predictive Success Analytics

Our analysis shows 86% average client retention for well-planned transitions. Most advisors exceed pre-transition revenue within 12-18 months while enjoying higher payouts and greater autonomy. 2025 is shaping up as the strongest transition year in recent history with record PE investment and RIA consolidation activity.

Based on comprehensive education above, which model best aligns with your strategic objectives? Primary concern about making strategic transition Realistic implementation timeline for strategic transition Professional transition consultant and expert guidance importance Geographic market expansion and growth interest Interest in private equity or aggregator opportunities

Elevate Your Practice

2025 Market Intelligence Center

Private Equity Opportunities - Active in 2025

RIA Consolidators & Aggregators - 18% Market Share

Creative Planning

Mercer Advisors

Dynasty Financial

Wealth Enhancement Group

Enterprise Valuation Calculator

Readiness Assessment

Employment Structure & Current Position

Strategic Motivations & Long-Term Vision

2025 Market Reality Check

Edward Jones Transition Analysis

Edward Jones Market Intelligence

Financial Readiness & Transition Economics

2025 Transition Economics Intelligence

2025 Business Model Intelligence & Market Analysis

What Elite Advisors Actually Choose in 2025

Strategic Decision Analysis & Implementation Planning

Predictive Success Analytics

Your Transition Intelligence Report

Strategic Intelligence

Advanced Transition Economics

Strategic Implementation Roadmap

Market Timing & Opportunity Analysis

Ready to Start the Conversation?

New Path Advisors-
Recruiting Consultants for Financial Advisors & Teams

Elevate Your Practice

2025 Market Intelligence Center

Private Equity Opportunities - Active in 2025

RIA Consolidators & Aggregators - 18% Market Share

Creative Planning

Mercer Advisors

Dynasty Financial

Wealth Enhancement Group

Enterprise Valuation Calculator

Readiness Assessment

Employment Structure & Current Position

Strategic Motivations & Long-Term Vision

2025 Market Reality Check

Edward Jones Transition Analysis

Edward Jones Market Intelligence

Financial Readiness & Transition Economics

2025 Transition Economics Intelligence

2025 Business Model Intelligence & Market Analysis

What Elite Advisors Actually Choose in 2025

Strategic Decision Analysis & Implementation Planning

Predictive Success Analytics

Your Transition Intelligence Report

Strategic Intelligence

Advanced Transition Economics

Strategic Implementation Roadmap

Market Timing & Opportunity Analysis

Ready to Start the Conversation?

New Path Advisors-Recruiting Consultants for Financial Advisors & Teams

New Path Advisors-
Recruiting Consultants for Financial Advisors & Teams