- Confidential · For Advisors
Free white paper · For RIA owners
The 20x Multiple Reality
Why scale, platforms and strategic alignment are redefining RIA valuations.
Headline multiples are moving in one direction, and most advisors are reading them wrong. This report shows what actually sits underneath a 20x number, which firms command it, and what it means for the value of the practice you have built.
$10.1B
AUM across 22 states*
USA Today Best Financial Advisory Firm
Recognized 2023 · 2024 · 2025 · 2026
*Data as of July 1, 2026
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Inside the report
What the 20x number is really telling you
Three chapters, written for advisors who own the practice, not for the buyers who value it.
01
A multiple is an output, not a target
Why the headline number says more about the buyer’s platform than the seller’s practice, and how to read what it is actually pricing.
02
Where scale is really created
The operating levers that separate firms trading at platform multiples from firms trading on cash flow, and which of them apply below $1B.
03
Strategic alignment as a valuation lever
How the right capital partner changes the arithmetic, what to ask before you accept a dollar of outside capital, and the structures that keep you in control.
Why it matters now
Your practice is being valued whether you are watching or not.
Buyers, platforms and capital partners already have a number in mind for a firm like yours. The report gives you theirs, so you can decide whether it is the right one.
- What a 20x multiple assumes about growth, retention and margin
- Which firm profiles are commanding it today, and which are not
- How platform economics change the math for a $300M to $2B practice
- What to ask any partner before you take outside capital
The only ask on this page
Know what the 20x multiple means for your practice.
Read the report first. If it raises a question, a OneSeven principal will answer it personally, but that comes later, through the email series, not from this page.
OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2023, 2024, 2025, and 2026 based on a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. OneSeven did not participate in or pay to be included in the selection process.