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RIA EDGE Valuation and M&A Workshop: Washington
February 16, 12:00pm - 5:30pm EST
Kimpton The GeorgeWashington DC

February 16, 12:00pm - 5:30pm EST|Kimpton The George, Washington DC

Understanding the true drivers of an RIA’s value

Actionable steps for continued growth, navigating the M&A market and assessing your “M&A readiness”

An intimate, local event for leaders in the RIA industry led by the top investment banking, consulting and human capital experts from across the RIA ecosystem

Join us in Atlanta!

The next RIA Edge Valuation and M&A Workshop will take place in Atlanta, GA, on March 30.

Designed to give you the edge

The RIA Edge Valuation and M&A Workshops are designed to help the leaders of RIAs understand the true drivers of a firm’s value – while also providing actionable steps for continued growth and navigating the M&A market.

What will you learn?

A framework for navigating the current M&A market, analyzing internal transitions vs. external transactions, and an inside look at evolving deal structures and financing options.


The quantitative and qualitative drivers of RIA valuations, including the financial metrics and performance that are most important for buyers and sellers to understand.

Human Capital

How to use a valuation as the cornerstone for developing equity sharing, compensation and organizational structures that will drive your future growth.

Best Practices for Buyers & Sellers

A framework for “M&A readiness” will educate first-time buyers and sellers about the rapidly evolving M&A landscape, financing options and the range of deal types that are fueling record-levels of industry activity.

How will 2022 RIA M&A activity levels compare to 2021?

Listen in as...

  • Elizabeth Nesvold, Managing Director, Head of Global Asset and Wealth Management Banking, Raymond James
  • Dick Darian, CEO, Wise Rhino Group
  • James Hughes, Head of Investment Advisor Lending, Live Oak
  • Lisa Crafford, Principal, BNY Mellon Pershing Wealth Solutions
  • Scott Holsopple, Chief Growth Officer, Hightower Advisors

...give their thoughts on the future of RIA M&A activity levels at the recent RIA EDGE Valuation and M&A Workshop in Boston.

Watch video >>

Will Platt

Managing Partner

Momentum Advisors

The RIA Edge Workshop consisted of impactful and thoughtful speakers, an energetic and influential crowd, at an impressive venue. It was worth the trip and I came away with useful ideas that will benefit my firm. Thank you RIA Edge!

Want to sponsor?

Put your company at the center of the conversation by becoming a sponsor.

Speak to us about opportunities including leading a workshop, joining a panel discussion, or showcasing your brand.

Contact Shah on or call 1-347-476-0926.