Free Tools
Six calculators for the questions advisors actually ask
These run on your own numbers and on public filings, and nothing is sent anywhere. Enter your firm once and the rest of them pick it up, so the second one you open is already half filled in. None of it leaves your browser and none of it reaches us.
Benchmark Snapshot
Where the firm sits against the ones that registered the same year you did, on assets, team size, and assets per advisor. The percentiles come off public Form ADV filings, so it’s arithmetic rather than an opinion.
Three numbers, about a minute
02Capacity Check
How many households your week actually holds, and how many hours a year each one is really getting. Most owners find the second number is the one that stings.
Seven sliders, about two minutes
03Practice Valuation Calculator
The same math a buyer would run on your firm, with every adjustment shown line by line so you can see which parts of the practice are carrying the number and which are working against it.
Six inputs, about two minutes
04Buyer Readiness Check
What a buyer looks at before they name a number. Six questions, scored, with the one drag on your practice named at the end.
Six questions, about a minute
05Growth Math
The firm you want in a few years, divided back down into a week. It works out the new households a year that takes and the first conversations a week behind them, which is the number most growth plans never get to.
Eight inputs, about two minutes
06Market Fit
How many households in your state file above the income you want to serve, and how many advisory firms already have an office there. Both counts come off public filings, so this one asks you for almost nothing.
Three inputs, about a minute
Most of these run on figures you type in, so they’re only ever as good as the numbers. The Firm Review is the version where we do the work, against your filings and your website, and hand you what a buyer would see.
These are educational tools and none of them is a valuation, an appraisal, an offer, a forecast, a market study, or a staffing recommendation. Ritz Stevens is a d/b/a of RitzWerks and is not a registered investment adviser. Nothing here is investment, tax, or legal advice. See our Disclosures.