{"id":10738,"date":"2025-07-16T21:00:28","date_gmt":"2025-07-16T21:00:28","guid":{"rendered":"https:\/\/intelekbusinessvaluations.com\/en-us\/?page_id=10738"},"modified":"2026-06-03T12:18:06","modified_gmt":"2026-06-03T12:18:06","slug":"wealth-management-firm-valuation","status":"publish","type":"page","link":"https:\/\/intelekbusinessvaluations.com\/en-us\/wealth-management-firm-valuation\/","title":{"rendered":"Wealth Management Firm Valuation"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"10738\" class=\"elementor elementor-10738\" data-elementor-settings=\"[]\">\n\t\t\t\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-156391a3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"156391a3\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-135426bc ot-flex-column-vertical\" data-id=\"135426bc\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-51922491 elementor-widget elementor-widget-text-editor\" data-id=\"51922491\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h2 data-start=\"0\" data-end=\"190\">\u00a0<\/h2><h2 data-start=\"0\" data-end=\"168\">Wealth Management Firm Valuation \u2013 How to Value RIAs and Financial Advisors Using AUM, Recurring Fees, and Client Retention with Certified Appraisers Across the U.S.<\/h2>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f934a9b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f934a9b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1e5410f ot-flex-column-vertical\" data-id=\"1e5410f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-570c18e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"570c18e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-4429a21 ot-flex-column-vertical\" data-id=\"4429a21\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3a58625 elementor-align-center elementor-widget elementor-widget-ibutton\" data-id=\"3a58625\" data-element_type=\"widget\" data-widget_type=\"ibutton.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ot-button\">\n\t\t\t<a href=\"https:\/\/appointments.intelekbusinessvaluations.com\/\" class=\"octf-btn octf-btn-main\">BOOK FREE DISCOVERY CALL<\/a>\n\t    <\/div>\n\t    \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1efe62a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1efe62a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-fcae652 ot-flex-column-vertical\" data-id=\"fcae652\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-55d6ed6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"55d6ed6\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-aaace60 ot-flex-column-vertical\" data-id=\"aaace60\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-898ab6e elementor-align-center elementor-widget elementor-widget-ibutton\" data-id=\"898ab6e\" data-element_type=\"widget\" data-widget_type=\"ibutton.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ot-button\">\n\t\t\t<a href=\"tel:+1 312-800-1924\" class=\"octf-btn octf-btn-main\">tel: +1 312-800-1924<\/a>\n\t    <\/div>\n\t    \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8bfc9bf elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8bfc9bf\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-84db2db ot-flex-column-vertical\" data-id=\"84db2db\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c5e6279 elementor-widget elementor-widget-text-editor\" data-id=\"c5e6279\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<p data-start=\"215\" data-end=\"737\">The U.S. wealth management industry manages over <strong data-start=\"264\" data-end=\"280\">$40 trillion<\/strong> in client assets and continues to grow with generational wealth transfers, retirement rollovers, and increasing demand for fiduciary advice. Independent Registered Investment Advisors (RIAs) and multi-family offices are gaining market share from wirehouses, thanks to their client-first approach, personalized planning, and flexible fee structures. As the industry consolidates, accurate valuation is essential for strategic growth and transition planning.<\/p><hr data-start=\"739\" data-end=\"742\" \/><h2 data-start=\"744\" data-end=\"794\">What Makes Wealth Management Valuation Unique<\/h2><p data-start=\"795\" data-end=\"917\">Valuing a wealth management firm requires a focus on recurring revenue, advisor-client relationships, and firm reputation:<\/p><ul data-start=\"919\" data-end=\"1588\"><li data-start=\"919\" data-end=\"1051\"><p data-start=\"921\" data-end=\"1051\"><strong data-start=\"921\" data-end=\"954\">Assets Under Management (AUM)<\/strong>: The primary driver of value, especially when tied to long-term, fee-based advisory contracts.<\/p><\/li><li data-start=\"1052\" data-end=\"1200\"><p data-start=\"1054\" data-end=\"1200\"><strong data-start=\"1054\" data-end=\"1079\">Recurring Fee Revenue<\/strong>: Firms with stable AUM-based advisory fees are more valuable than those reliant on commissions or transaction revenue.<\/p><\/li><li data-start=\"1201\" data-end=\"1340\"><p data-start=\"1203\" data-end=\"1340\"><strong data-start=\"1203\" data-end=\"1238\">Client Demographics &amp; Longevity<\/strong>: High-net-worth clients with multigenerational planning needs add stability and future opportunity.<\/p><\/li><li data-start=\"1341\" data-end=\"1471\"><p data-start=\"1343\" data-end=\"1471\"><strong data-start=\"1343\" data-end=\"1377\">Compliance History &amp; Licensing<\/strong>: SEC\/FINRA clean records and regulatory standing are critical to maintain firm credibility.<\/p><\/li><li data-start=\"1472\" data-end=\"1588\"><p data-start=\"1474\" data-end=\"1588\"><strong data-start=\"1474\" data-end=\"1502\">Advisor Succession Plans<\/strong>: Transferability of relationships and junior advisor depth directly affect valuation.<\/p><\/li><\/ul><hr data-start=\"1590\" data-end=\"1593\" \/><h2 data-start=\"1595\" data-end=\"1649\">Key Valuation Metrics for Wealth Management Firms<\/h2><p data-start=\"1650\" data-end=\"1745\">At InteleK, our valuation approach blends industry-standard metrics with RIA-specific dynamics:<\/p><ul data-start=\"1747\" data-end=\"2406\"><li data-start=\"1747\" data-end=\"1832\"><p data-start=\"1749\" data-end=\"1832\"><strong data-start=\"1749\" data-end=\"1778\">AUM &amp; Revenue per Advisor<\/strong>: Indicates productivity and business concentration.<\/p><\/li><li data-start=\"1833\" data-end=\"1923\"><p data-start=\"1835\" data-end=\"1923\"><strong data-start=\"1835\" data-end=\"1862\">Recurring Revenue Ratio<\/strong>: Firms with 80%+ recurring fees trade at higher multiples.<\/p><\/li><li data-start=\"1924\" data-end=\"2023\"><p data-start=\"1926\" data-end=\"2023\"><strong data-start=\"1926\" data-end=\"1968\">Client Retention Rate &amp; Average Tenure<\/strong>: High retention suggests trust and stable cash flow.<\/p><\/li><li data-start=\"2024\" data-end=\"2130\"><p data-start=\"2026\" data-end=\"2130\"><strong data-start=\"2026\" data-end=\"2066\">EBITDA Margin &amp; Advisor Compensation<\/strong>: Measures operational efficiency and long-term profitability.<\/p><\/li><li data-start=\"2131\" data-end=\"2261\"><p data-start=\"2133\" data-end=\"2261\"><strong data-start=\"2133\" data-end=\"2163\">Book Quality &amp; Niche Focus<\/strong>: Specialized practices (e.g., physicians, tech execs, retirees) can command premium valuations.<\/p><\/li><li data-start=\"2262\" data-end=\"2406\"><p data-start=\"2264\" data-end=\"2406\"><strong data-start=\"2264\" data-end=\"2287\">Valuation Multiples<\/strong>: Quality RIAs typically trade at <strong data-start=\"2321\" data-end=\"2341\">2.5\u20133.5\u00d7 revenue<\/strong> or <strong data-start=\"2345\" data-end=\"2361\">6\u201310\u00d7 EBITDA<\/strong>, depending on scale, growth, and client mix.<\/p><\/li><\/ul><hr data-start=\"2408\" data-end=\"2411\" \/><h2 data-start=\"2413\" data-end=\"2461\">Why Wealth Management Firms Need Valuations<\/h2><p data-start=\"2462\" data-end=\"2548\">Valuations support succession, strategy, and compliance across the advisory lifecycle:<\/p><ul data-start=\"2550\" data-end=\"2965\"><li data-start=\"2550\" data-end=\"2663\"><p data-start=\"2552\" data-end=\"2663\"><strong data-start=\"2552\" data-end=\"2593\">Succession Planning &amp; Partner Buy-Ins<\/strong>: Essential for firm continuity, especially in multi-advisor models.<\/p><\/li><li data-start=\"2664\" data-end=\"2758\"><p data-start=\"2666\" data-end=\"2758\"><strong data-start=\"2666\" data-end=\"2698\">M&amp;A &amp; Consolidation Strategy<\/strong>: Informs pricing for tuck-ins, roll-ups, or equity swaps.<\/p><\/li><li data-start=\"2759\" data-end=\"2864\"><p data-start=\"2761\" data-end=\"2864\"><strong data-start=\"2761\" data-end=\"2795\">Lender &amp; Investor Transparency<\/strong>: Supports SBA loans, PE interest, and seller-financed transitions.<\/p><\/li><li data-start=\"2865\" data-end=\"2965\"><p data-start=\"2867\" data-end=\"2965\"><strong data-start=\"2867\" data-end=\"2904\">Tax Planning &amp; Estate Structuring<\/strong>: Required for equity transfers, gifting, and IRS compliance.<\/p><\/li><\/ul><hr data-start=\"2967\" data-end=\"2970\" \/><h2 data-start=\"2972\" data-end=\"3037\">Why Choose InteleK for Your Wealth Management Firm Valuation<\/h2><p data-start=\"3039\" data-end=\"3217\">InteleK is trusted by RIAs and advisory firms across <strong data-start=\"3092\" data-end=\"3154\">Silicon Valley, New York, Austin, Seattle, Boston, Chicago<\/strong>, and beyond. Our appraisers hold elite credentials, including:<\/p><ul data-start=\"3219\" data-end=\"3450\"><li data-start=\"3219\" data-end=\"3261\"><p data-start=\"3221\" data-end=\"3261\"><strong data-start=\"3221\" data-end=\"3259\">Chartered Financial Analyst (CFA\u00ae)<\/strong><\/p><\/li><li data-start=\"3262\" data-end=\"3309\"><p data-start=\"3264\" data-end=\"3309\"><strong data-start=\"3264\" data-end=\"3307\">Accredited in Business Valuation (ABV\u00ae)<\/strong><\/p><\/li><li data-start=\"3310\" data-end=\"3352\"><p data-start=\"3312\" data-end=\"3352\"><strong data-start=\"3312\" data-end=\"3350\">Accredited Senior Appraiser (ASA\u00ae)<\/strong><\/p><\/li><li data-start=\"3353\" data-end=\"3409\"><p data-start=\"3355\" data-end=\"3409\"><strong data-start=\"3355\" data-end=\"3407\">Chartered Alternative Investment Analyst (CAIA\u00ae)<\/strong><\/p><\/li><li data-start=\"3410\" data-end=\"3450\"><p data-start=\"3412\" data-end=\"3450\"><strong data-start=\"3412\" data-end=\"3448\">Professional Risk Manager (PRM\u00ae)<\/strong><\/p><\/li><\/ul><p data-start=\"3452\" data-end=\"3515\">We deliver three report types to suit different levels of need:<\/p><ul data-start=\"3517\" data-end=\"3846\"><li data-start=\"3517\" data-end=\"3610\"><p data-start=\"3519\" data-end=\"3610\"><strong data-start=\"3519\" data-end=\"3559\">Indicative Appraisal (Non-Certified)<\/strong> \u2013 Ideal for early planning and internal strategy<\/p><\/li><li data-start=\"3611\" data-end=\"3701\"><p data-start=\"3613\" data-end=\"3701\"><strong data-start=\"3613\" data-end=\"3646\">Summary Appraisal (Certified)<\/strong> \u2013 Suitable for moderate risk or investor discussions<\/p><\/li><li data-start=\"3702\" data-end=\"3846\"><p data-start=\"3704\" data-end=\"3846\"><strong data-start=\"3704\" data-end=\"3738\">Detailed Appraisal (Certified)<\/strong> \u2013 Full documentation, citations, and audit\u2011ready analysis for transactions, litigation, or regulatory use<\/p><\/li><\/ul><p data-start=\"3848\" data-end=\"3984\">All reports come with a <strong data-start=\"3872\" data-end=\"3909\">one-on-one appraiser consultation<\/strong>, where we explain the value, methodology, and key insights in plain terms.<\/p><hr data-start=\"3986\" data-end=\"3989\" \/><h2 data-start=\"3991\" data-end=\"4038\">Serving Wealth Management Firms Nationwide<\/h2><p data-start=\"4039\" data-end=\"4525\" data-is-last-node=\"\" data-is-only-node=\"\">From solo advisors to multi-state RIA networks, we\u2019ve valued wealth management firms across every business model. Whether you&#8217;re transitioning ownership, merging with another practice, or raising outside capital, our valuation services are tailored to your growth strategy.<br data-start=\"4312\" data-end=\"4315\" \/>InteleK Business Valuations &amp; Advisory proudly serves clients across the United States, including:<br data-start=\"4413\" data-end=\"4416\" \/>\ud83d\udccd San Francisco, Los Angeles, Austin, New York, Miami, Seattle, Denver, and More (visit State page selector)<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a7839f4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a7839f4\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column 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data-widget_type=\"ibutton.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ot-button\">\n\t\t\t<a href=\"https:\/\/appointments.intelekbusinessvaluations.com\/\" class=\"octf-btn octf-btn-main\">BOOK FREE DISCOVERY CALL<\/a>\n\t    <\/div>\n\t    \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-fb13ef1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"fb13ef1\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4630728 ot-flex-column-vertical\" data-id=\"4630728\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-6b0637a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6b0637a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-ee3d2d8 ot-flex-column-vertical\" data-id=\"ee3d2d8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-da1f54b elementor-align-center elementor-widget elementor-widget-ibutton\" data-id=\"da1f54b\" data-element_type=\"widget\" data-widget_type=\"ibutton.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ot-button\">\n\t\t\t<a href=\"tel:+1 312-800-1924\" class=\"octf-btn octf-btn-main\">tel: +1 312-800-1924<\/a>\n\t    <\/div>\n\t    \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a82e55f elementor-section-full_width elementor-section-content-middle elementor-section-height-default elementor-section-height-default\" data-id=\"a82e55f\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-56c72e1 ot-flex-column-vertical\" data-id=\"56c72e1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-81e9892 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"81e9892\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-0ef8ee3 ot-flex-column-vertical\" data-id=\"0ef8ee3\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-42d3aa5 elementor-widget elementor-widget-iheading\" data-id=\"42d3aa5\" data-element_type=\"widget\" data-widget_type=\"iheading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ot-heading\">\n\t        <span class=\"\">our team<\/span>\t        <h2 class=\"main-head\">Meet InteleK\u2019s Leaders<\/h2>\t    <\/div>\n\t    \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-78dc508 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"78dc508\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-7764df9 ot-flex-column-vertical\" data-id=\"7764df9\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9361773 elementor-widget elementor-widget-shortcode\" 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background:var(--itk-card-bg);\r\n  border-radius:var(--itk-radius);\r\n  overflow:hidden;\r\n  box-shadow:var(--itk-shadow);\r\n  transition:transform .3s ease, box-shadow .3s ease;\r\n  height:100%;\r\n}\r\n.itk-card:hover{\r\n  transform:translateY(-3px);\r\n  box-shadow:var(--itk-shadow-hover);\r\n}\r\n\r\n.itk-photo{\r\n  position:relative;\r\n  display:block;\r\n  width:100%;\r\n  aspect-ratio: 4 \/ 5;\r\n  overflow:hidden;\r\n  background:#f2f2f2;\r\n  text-decoration:none;\r\n}\r\n.itk-photo img{\r\n  position:absolute;\r\n  inset:0;\r\n  width:100%;\r\n  height:100%;\r\n  object-fit:cover;\r\n  object-position: center 15%;\r\n  display:block;\r\n  filter:grayscale(100%);\r\n  transition:filter .4s ease, transform .6s ease;\r\n}\r\n.itk-card:hover .itk-photo img{\r\n  filter:grayscale(0%);\r\n  transform:scale(1.04);\r\n}\r\n\r\n.itk-info{\r\n  display:flex;\r\n  flex-direction:column;\r\n  flex:1 1 auto;\r\n  padding:0;\r\n  text-align:center;\r\n}\r\n.itk-name{\r\n  margin:0;\r\n  padding:26px 18px 18px;\r\n  font-size:22px;\r\n  line-height:1.3;\r\n  font-weight:700;\r\n  color:var(--itk-text);\r\n  letter-spacing:.2px;\r\n  flex:1 1 auto;\r\n  display:flex;\r\n  align-items:center;\r\n  justify-content:center;\r\n}\r\n\r\n.itk-contact{\r\n  display:inline-flex;\r\n  align-items:center;\r\n  justify-content:center;\r\n  align-self:center;\r\n  margin:0 18px 24px;\r\n  padding:11px 26px;\r\n  background:transparent;\r\n  color:#4a5260;\r\n  font-size:11px;\r\n  font-weight:700;\r\n  letter-spacing:2px;\r\n  text-transform:uppercase;\r\n  text-decoration:none;\r\n  border:1.5px solid #a8adb5;\r\n  border-radius:2px;\r\n  transition:color .25s ease, border-color .25s ease, background .25s ease;\r\n}\r\n.itk-contact:hover{\r\n  color:#ffffff;\r\n  border-color:var(--itk-navy-deep);\r\n  background:var(--itk-navy-deep);\r\n}\r\n\r\n.itk-role-bar{\r\n  background:var(--itk-navy);\r\n  padding:16px 14px 18px;\r\n  display:flex;\r\n  flex-direction:column;\r\n  align-items:center;\r\n  gap:10px;\r\n}\r\n\r\n.itk-linkedin{\r\n  display:inline-flex;\r\n  align-items:center;\r\n  justify-content:center;\r\n  width:36px;\r\n  height:36px;\r\n  background:#ffffff;\r\n  color:var(--itk-navy);\r\n  border-radius:3px;\r\n  text-decoration:none;\r\n  transition:background .2s ease, color .2s ease, transform .2s ease;\r\n}\r\n.itk-linkedin:hover{\r\n  background:#0a66c2;\r\n  color:#ffffff;\r\n  transform:translateY(-1px);\r\n}\r\n\r\n.itk-role{\r\n  margin:0;\r\n  font-size:11px;\r\n  letter-spacing:1.8px;\r\n  font-weight:600;\r\n  color:#ffffff;\r\n  text-transform:uppercase;\r\n  line-height:1.45;\r\n}\r\n\r\n@media (max-width: 1024px){\r\n  .itk-team-grid{ grid-template-columns:repeat(2, minmax(0,1fr)); gap:22px; }\r\n  .itk-name{ font-size:21px; }\r\n}\r\n@media (max-width: 540px){\r\n  .itk-team-grid{ grid-template-columns:1fr; gap:20px; }\r\n  .itk-photo{ aspect-ratio: 1 \/ 1; }\r\n  .itk-photo img{ object-position:center 20%; }\r\n  .itk-name{ font-size:22px; }\r\n}\r\n<\/style>\r\n\r\n<div class=\"itk-team-wrap\">\r\n  <div class=\"itk-team-grid\">\r\n\r\n    <!-- Andrew -->\r\n    <div class=\"itk-card\">\r\n      <a class=\"itk-photo\" href=\"https:\/\/intelekbusinessvaluations.com\/en-us\/about-us\/andrew-mackson\/\" aria-label=\"Andrew Mackson profile\">\r\n        <img decoding=\"async\" src=\"https:\/\/intelekbusinessvaluations.com\/en-us\/wp-content\/uploads\/2022\/07\/image1.jpeg\" alt=\"Andrew Mackson\" loading=\"lazy\">\r\n      <\/a>\r\n      <div class=\"itk-info\">\r\n        <h3 class=\"itk-name\">Andrew Mackson, CFA, ABV<\/h3>\r\n        <a class=\"itk-contact\" href=\"https:\/\/intelekbusinessvaluations.com\/en-us\/about-us\/andrew-mackson\/#contact\">Contact Me<\/a>\r\n        <div class=\"itk-role-bar\">\r\n          <a class=\"itk-linkedin\" href=\"https:\/\/www.linkedin.com\/in\/andrewmackson-cfa\/\" target=\"_blank\" rel=\"noopener\" aria-label=\"Andrew Mackson LinkedIn\">\r\n            <svg viewBox=\"0 0 24 24\" width=\"18\" height=\"18\" fill=\"currentColor\" aria-hidden=\"true\"><path d=\"M20.45 20.45h-3.55v-5.57c0-1.33-.03-3.04-1.85-3.04-1.86 0-2.14 1.45-2.14 2.95v5.66H9.36V9h3.41v1.56h.05c.48-.9 1.64-1.85 3.37-1.85 3.6 0 4.27 2.37 4.27 5.46v6.28zM5.34 7.43a2.06 2.06 0 1 1 0-4.12 2.06 2.06 0 0 1 0 4.12zM7.12 20.45H3.56V9h3.56v11.45zM22.22 0H1.77C.79 0 0 .77 0 1.72v20.56C0 23.23.79 24 1.77 24h20.45c.98 0 1.78-.77 1.78-1.72V1.72C24 .77 23.2 0 22.22 0z\"\/><\/svg>\r\n          <\/a>\r\n          <p class=\"itk-role\">CO-FOUNDER &amp; PARTNER<\/p>\r\n        <\/div>\r\n      <\/div>\r\n    <\/div>\r\n\r\n    <!-- Cameron -->\r\n    <div class=\"itk-card\">\r\n      <a class=\"itk-photo\" href=\"https:\/\/intelekbusinessvaluations.com\/en-us\/about-us\/cameron-braid\/\" aria-label=\"Cameron Braid profile\">\r\n        <img decoding=\"async\" src=\"https:\/\/intelekbusinessvaluations.com\/en-us\/wp-content\/uploads\/2022\/08\/image2.jpeg\" alt=\"Cameron Braid\" loading=\"lazy\">\r\n      <\/a>\r\n      <div class=\"itk-info\">\r\n        <h3 class=\"itk-name\">Cameron Braid, MBA<\/h3>\r\n        <a class=\"itk-contact\" href=\"https:\/\/intelekbusinessvaluations.com\/en-us\/about-us\/cameron-braid\/#contact\">Contact Me<\/a>\r\n        <div class=\"itk-role-bar\">\r\n          <a class=\"itk-linkedin\" href=\"https:\/\/www.linkedin.com\/in\/cameron-braid\/\" target=\"_blank\" rel=\"noopener\" aria-label=\"Cameron Braid LinkedIn\">\r\n            <svg viewBox=\"0 0 24 24\" width=\"18\" height=\"18\" fill=\"currentColor\" aria-hidden=\"true\"><path d=\"M20.45 20.45h-3.55v-5.57c0-1.33-.03-3.04-1.85-3.04-1.86 0-2.14 1.45-2.14 2.95v5.66H9.36V9h3.41v1.56h.05c.48-.9 1.64-1.85 3.37-1.85 3.6 0 4.27 2.37 4.27 5.46v6.28zM5.34 7.43a2.06 2.06 0 1 1 0-4.12 2.06 2.06 0 0 1 0 4.12zM7.12 20.45H3.56V9h3.56v11.45zM22.22 0H1.77C.79 0 0 .77 0 1.72v20.56C0 23.23.79 24 1.77 24h20.45c.98 0 1.78-.77 1.78-1.72V1.72C24 .77 23.2 0 22.22 0z\"\/><\/svg>\r\n          <\/a>\r\n          <p class=\"itk-role\">CO-FOUNDER &amp; PARTNER<\/p>\r\n        <\/div>\r\n      <\/div>\r\n    <\/div>\r\n\r\n    <!-- Jia -->\r\n    <div class=\"itk-card\">\r\n      <div class=\"itk-photo itk-photo--nolink\">\r\n        <img decoding=\"async\" src=\"https:\/\/intelekbusinessvaluations.com\/en-us\/wp-content\/uploads\/2026\/04\/Jia-Wu-Intelek-Business-Valuations-advisory.png\" alt=\"Jia Wu\" loading=\"lazy\">\r\n      <\/div>\r\n      <div class=\"itk-info\">\r\n        <h3 class=\"itk-name\">Jia Wu, ASA, ABV<\/h3>\r\n        <a class=\"itk-contact\" href=\"https:\/\/intelekbusinessvaluations.com\/en-us\/about-us\/jia-wu\/\">Contact Me<\/a>\r\n        <div class=\"itk-role-bar\">\r\n          <a class=\"itk-linkedin\" href=\"#\" target=\"_blank\" rel=\"noopener\" aria-label=\"Jia Wu LinkedIn\">\r\n            <svg viewBox=\"0 0 24 24\" width=\"18\" height=\"18\" fill=\"currentColor\" aria-hidden=\"true\"><path d=\"M20.45 20.45h-3.55v-5.57c0-1.33-.03-3.04-1.85-3.04-1.86 0-2.14 1.45-2.14 2.95v5.66H9.36V9h3.41v1.56h.05c.48-.9 1.64-1.85 3.37-1.85 3.6 0 4.27 2.37 4.27 5.46v6.28zM5.34 7.43a2.06 2.06 0 1 1 0-4.12 2.06 2.06 0 0 1 0 4.12zM7.12 20.45H3.56V9h3.56v11.45zM22.22 0H1.77C.79 0 0 .77 0 1.72v20.56C0 23.23.79 24 1.77 24h20.45c.98 0 1.78-.77 1.78-1.72V1.72C24 .77 23.2 0 22.22 0z\"\/><\/svg>\r\n          <\/a>\r\n          <p class=\"itk-role\">DIRECTOR, OF BUSINESS VALUATIONS<\/p>\r\n        <\/div>\r\n      <\/div>\r\n    <\/div>\r\n\r\n    <!-- Ryan -->\r\n    <div class=\"itk-card\">\r\n      <a class=\"itk-photo\" href=\"https:\/\/intelekbusinessvaluations.com\/en-us\/about-us\/ryan-maguire\/\" aria-label=\"Ryan Maguire profile\">\r\n        <img decoding=\"async\" src=\"https:\/\/intelekbusinessvaluations.com\/en-us\/wp-content\/uploads\/2025\/09\/image1-2.jpg\" alt=\"Ryan Maguire\" loading=\"lazy\">\r\n      <\/a>\r\n      <div class=\"itk-info\">\r\n        <h3 class=\"itk-name\">Ryan Maguire, ABV, CPA<\/h3>\r\n        <a class=\"itk-contact\" href=\"https:\/\/intelekbusinessvaluations.com\/en-us\/about-us\/ryan-maguire\/#contact\">Contact Me<\/a>\r\n        <div class=\"itk-role-bar\">\r\n          <a class=\"itk-linkedin\" href=\"https:\/\/www.linkedin.com\/in\/ryanquinnmaguire\/\" target=\"_blank\" rel=\"noopener\" aria-label=\"Ryan Maguire LinkedIn\">\r\n            <svg viewBox=\"0 0 24 24\" width=\"18\" height=\"18\" fill=\"currentColor\" aria-hidden=\"true\"><path d=\"M20.45 20.45h-3.55v-5.57c0-1.33-.03-3.04-1.85-3.04-1.86 0-2.14 1.45-2.14 2.95v5.66H9.36V9h3.41v1.56h.05c.48-.9 1.64-1.85 3.37-1.85 3.6 0 4.27 2.37 4.27 5.46v6.28zM5.34 7.43a2.06 2.06 0 1 1 0-4.12 2.06 2.06 0 0 1 0 4.12zM7.12 20.45H3.56V9h3.56v11.45zM22.22 0H1.77C.79 0 0 .77 0 1.72v20.56C0 23.23.79 24 1.77 24h20.45c.98 0 1.78-.77 1.78-1.72V1.72C24 .77 23.2 0 22.22 0z\"\/><\/svg>\r\n          <\/a>\r\n          <p class=\"itk-role\">PARTNER<\/p>\r\n        <\/div>\r\n      <\/div>\r\n    <\/div>\r\n\r\n  <\/div>\r\n<\/div><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d45a06e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d45a06e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-acddf73 ot-flex-column-vertical\" data-id=\"acddf73\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b8605f8 elementor-widget elementor-widget-text-editor\" data-id=\"b8605f8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h2><a href=\"https:\/\/losangelesbusinessvaluations.com\/\" target=\"_blank\" rel=\"noopener\">InteleK Partners With Los Angeles Business Valuations, a More Economical Service For Simple Engagements, Starting From $799<\/a><\/h2>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8be9cc1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8be9cc1\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f0868e1 ot-flex-column-vertical\" data-id=\"f0868e1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-119ef2d elementor-widget elementor-widget-text-editor\" data-id=\"119ef2d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h2><a href=\"https:\/\/sandiegobusinessvaluations.com\/\" target=\"_blank\" rel=\"noopener\">InteleK Partners With San Diego Business Valuations, a More Economical Service For Simple Engagements, Starting From $799<\/a><\/h2>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-df32f5a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"df32f5a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4c85eae ot-flex-column-vertical\" data-id=\"4c85eae\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6d6d7a3 elementor-widget elementor-widget-text-editor\" data-id=\"6d6d7a3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h2><a href=\"https:\/\/sanfranciscobusinessvaluations.com\/\" target=\"_blank\" rel=\"noopener\">InteleK Partners With San Francisco Business Valuations, a Tailored Valuation Service Near Your Business Location In SF<\/a><\/h2>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>\u00a0 Wealth Management Firm Valuation \u2013 How to Value RIAs and Financial Advisors Using AUM, Recurring Fees, and Client Retention with Certified Appraisers Across the U.S. BOOK FREE DISCOVERY CALL tel: +1 312-800-1924 The U.S. wealth management industry manages over $40 trillion in client assets and continues to grow with generational wealth transfers, retirement rollovers, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wealth Management Firm Valuation - Intelek Business Valuations United 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