Advisor Growth Strategies

What Advisor Growth Strategies does

Advisor Growth Strategies LLC is a Phoenix-based private research and advisory firm focused on the Registered Investment Advisor (RIA) M&A market. The firm produces the annual RIA Deal Room Report, a market intelligence publication tracking deal volumes, valuation multiples (most recently citing an 11.6x median), and structural trends affecting RIA transactions. Its target segment is middle-market RIAs managing between $500 million and $5 billion in AUM, a cohort described in the firm's research as facing mounting pressure to scale or exit amid rising buyer selectivity and equity requirements.

The company's primary commercial product is the sponsored annual report. BlackRock served as the flagship sponsor of the 2026 edition, indicating a revenue model that combines institutional sponsorships with likely advisory and consulting engagements to wealth management industry participants. Distribution is handled through business wire services, primarily PR Newswire, positioning the report as a top-of-funnel thought leadership asset. The short_description in firmographics also references advisor-in-transition services, succession planning, and strategic advisory, suggesting ancillary deal-advisory or consulting work beyond the flagship report.

The firm employs 1-10 people and operates as a boutique practice with limited public footprint. No technology stack, proprietary platform, app, or API surface is disclosed; the offering is fundamentally knowledge-based rather than technology-based. Pricing is not publicly disclosed, and no funding rounds, revenue figures, or management team details are available, which constrains visibility into unit economics and ownership structure. The operating status reflects an active business as of the March 2026 report release.

Name

Advisor Growth Strategies

Legal name

Advisor Growth Strategies LLC

Website

https://advisorgrowthllc.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Advisor Growth Strategies is a Phoenix-based research and advisory firm that publishes the annual RIA Deal Room Report and provides M&A advisory services to middle-market Registered Investment Advisors ($500M-$5B AUM) navigating scale-or-exit decisions.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Corporate Strategy Advisory (BPAHADAA), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• RIA M&A advisory
• Wealth management consulting
• Advisor succession planning
• Investment advisor mergers
• Industry research reports

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales

Revenue model

1. Research Reports and Advisory Services: The company generates revenue through publishing industry research reports, such as the annual RIA Deal Room Report, which is sponsored by major financial firms like BlackRock. This suggests a business model based on research subscriptions, sponsorships, and advisory services to the wealth management industry.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Advisor Growth Strategies operates as a research and advisory firm serving the Registered Investment Advisor (RIA) market. The company publishes the annual RIA Deal Room Report, providing market intelligence on M&A valuations, deal volumes, and industry trends, and offers advisor transition, mergers and acquisitions, retained, strategic, and succession planning services to wealth management firms.

Product overview

Advisor Growth Strategies operates as a research and advisory firm specializing in the Registered Investment Advisor (RIA) market. The company produces the RIA Deal Room Report, an annual market intelligence publication that tracks M&A valuations, deal volumes, and industry trends. The company's primary offering is data-driven research and analytics for the wealth management sector.

Differentiator

Problem solved

Functional benefit

Products and services

• RIA Deal Room Report

Quantifiable outcome

• New median valuation of 11.6x for RIA M&A transactions

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• DeVoe & Company: Dedicated M&A and consulting advisory focused exclusively on RIAs and wealth management firms. Directly comparable because both firms serve middle-market RIAs with M&A advisory, succession planning, and transition services.
• Echelon Partners: Investment bank and advisory firm serving RIAs, wealth managers, and asset managers on M&A and capital raises. Comparable because the firm operates in the same RIA M&A advisory market and produces proprietary RIA M&A market data.

Broad incumbents

• Cerulli Associates: Long-established research and consulting firm covering the global wealth and asset management industry. Comparable because both firms publish institutional-grade research that RIAs and their buyers use to benchmark deals, growth, and operating practices.
• Schwab Advisor Services: Custodian and consultancy arm of Charles Schwab serving RIAs, including succession and M&A support offerings. Comparable because it is a major counterparty in the RIA ecosystem with proprietary data assets relevant to the same middle-market RIA segment.
• Fidelity Institutional Wealth Services: Institutional arm of Fidelity serving RIAs with custody, consulting, and transition/M&A support. Comparable as a large incumbent with the data scale to publish RIA benchmarks and influence the same buyer/seller market.
• Mercer Advisors: Large national RIA that has grown aggressively via M&A rollups of sub-$5B firms. Comparable because Mercer's acquisition appetite and post-deal benchmarking needs create overlap with the firm and its report content on mid-market RIA M&A.

Emerging players

• FA Insight (T3 / BIX Tech): Provider of benchmarking and consulting tools for financial advisors and RIAs. Comparable because both serve the same primary buyer persona (managing principals of $500M–$5B RIA firms) with operational and valuation-related intelligence.
• Kitces.com: Independent research, blog, and consulting platform serving independent financial advisors and RIAs. Comparable as a publisher whose work is consumed by the same advisor and RIA decision-makers Advisor Growth Strategies targets.

Others

• InvestmentNews: Industry news publication covering financial advisors and RIAs. Comparable as an adjacent media and information provider that competes for the same RIA reader attention and serves as a complementary distribution channel for industry research.
• iCapital: Alternative-investments and advisor technology platform serving RIAs and wealth managers. Comparable as an adjacent ecosystem participant whose product offerings intersect with the RIA service expansion themes Advisor Growth Strategies' report covers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Advisor Growth Strategies