Valuation for RIAs and wealth practices
What's your practice worth? Ask your AI assistant.
Claude, or any MCP-compatible assistant, reads the figures already in your CRM, ledger and custodian. It checks them against SEC Form ADV filings and published deal multiples, then returns a seven-method valuation with its range and a confidence score for the data behind it.
Selling? An asking price. Buying? Your walk-away ceiling.
No standing connections to your systems. Every pull is a one-time request in a conversation you can see.
- Households and AUM from your CRM
- Revenue and EBITDA from your ledger
- Two figures disagree. Confirm before I compute?
Asking price
$6.5M
Data confidence 86%
$5.2MFair value
$6.5MHigh
$7.9M
Two lanes, one engine
One engine. Two questions.
Tell it which side of the table you are on. The same seven methods answer the question that side actually needs answered.
You own a practice
What can I ask for?
You get an asking price, with the usual listing premium, always shown next to its range and data coverage.
- Fair value, asking price and low/high range
- Which of six quality factors is helping or holding back your multiple
- Seller prep: the buyer's likely objections, your answers, terms and a checklist
You are acquiring a firm
What should I not exceed?
You get a walk-away ceiling: an anchor for your own discipline, not an offer.
- Enter a target's SEC CRD and its filed facts fill in — assets, clients, stated fees, retirement plan evidence
- A targets pipeline with each firm's latest ceiling, range and coverage
- Buyer prep that argues the seller's case. Your ceiling is never shared.
How it works
No surveys. No spreadsheets.
You stay in the conversation you already have open.
01
Connect
Create an account, then add ValuationMCP to Claude or another MCP-compatible assistant.
02
Gather
Your assistant pulls figures from your CRM, portfolio accounting, custodian, billing and ledger, or you state them. Each one is logged with its source.
03
Check
Before anything is computed, it shows what is sourced, what you supplied, what is missing and what disagrees, and you settle it right there in the chat.
04
Value
Seven methods blended by data confidence, a six-factor quality multiplier, and a headline that never appears without its range.
Skills
After the number, ask the next question
Guided workflows your assistant loads when you need them. Nothing to install.
What's missing, and is it worth getting?
Turns a confidence score into a to-do list: which missing facts cost the most and where each one lives.
Do these numbers hold up?
Checks your figures against filed data and published medians, and explains each gap.
What's holding my score back?
Which quality factor moves your multiple, and by how much.
How do I compare to firms like mine?
Your position against state and size cohorts drawn from Form ADV filings.
What changed since last time?
Compares two runs so a change in the model is never mistaken for a change in the market.
Argue it from every side
Your number seen by the buyer, lender, partner, CPA and appraiser, with a neutral moderator.
Data sources
Where the numbers come from
Every source is named, dated and given one job. Only one of them sets the multiples.
Data connectors
Stop re-typing the numbers your systems already hold.
Your assistant pulls figures from 52 supported MCP servers — CRM, portfolio accounting, custody, billing and your ledger — with every figure logged to its source. If a system is missing, you state the number; the valuation never guesses.
- CRM13
- Portfolio accounting & wealth platforms11
- Custody & clearing6
- Fee billing3
- Accounting ledger9
- Payroll / HR3
- Firm intelligence & registries5
- Public filings6
Sets the revenue and EBITDA multiples the engine prices off, by firm size.
Positions your practice against its filed cohort and fills gaps with published medians. Deal plans also show a buy target's stated fees from its Part 2A brochure (2024 archive) — evidence only, never a valuation input.
- 164,657 plans · 390,591 Form 5500 filings (5500mcp.ai)
- 8,856 Form 13F holdings filers · 1,936 notice filers (13fmcp.ai)
Form 5500 shows which large plans name the adviser on Schedule C and what they filed paying it. Form 13F shows listed holdings, dated and kept separate for each confirmed CIK. Filed holdings value is not total AUM. Neither changes the valuation, coverage or confidence.
- Echelon Partners, 2025 RIA M&A Deal Report
- CT Acquisitions — RIA and Wealth Management M&A Multiples 2026
- Succession Resource Group — 2025 Advisor M&A Report (calendar-2024 transactions)
Carried alongside for comparison and market context; never an input to a valuation.
FAQ
Questions owners ask
All questions for sellers, buyers and enterprises →MCP-native · A2A-compatible
For developers and enterprise agents
An enterprise agent on Bedrock AgentCore, Azure AI Foundry or Agentforce can send or answer a request through the same owner-approved flow.
Find out what your practice is worth this afternoon.
Or rehearse a negotiation first in the free deal room.