Peer Benchmark Snapshot
Where your firm sits against the ones that registered when you did
Three numbers, and nothing is sent anywhere or stored. This compares your firm against state registered advisers that registered within two years of you, using the figures those firms put on their own Form ADV, so what comes back is arithmetic rather than our opinion of you.
Fill in all three to see where you stand.
That used the numbers you typed in. The Firm Review uses ours, against your own state rather than the whole country, and it reads your filings and your website the way a buyer would before anybody names a price.
Or put the same book through the valuation calculator and see what it’s worth.
Peer figures compare state registered advisers of similar age nationwide, drawn from public SEC Form ADV filings. Firms registered directly with the SEC are not included, and most firms cross over to SEC registration somewhere above $100M, so a firm at the top of this range reads stronger here than it would against the whole industry. This is an educational comparison and it isn’t a valuation, an appraisal, or an offer. 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.