MADISON WEALTH ADVISORS, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$222.5M
Peer Group AUM Range
$211.4M - $233.6M
Sample Size
439
Firm Age (Years)
PEER GROUP AVERAGE
9
Structure
PEER GROUP AVERAGE
Limited Liability Company (259 firms)
Discretionary Accounts
PEER GROUP AVERAGE
466
Discretionary AUM
PEER GROUP AVERAGE
$201.6M
Non-Discretionary Accounts
PEER GROUP AVERAGE
53
Non-Discretionary AUM
PEER GROUP AVERAGE
$21.2M
Total Clients
PEER GROUP AVERAGE
247
Total AUM
PEER GROUP AVERAGE
$222.7M
Offices
PEER GROUP AVERAGE
2
Total Employees
PEER GROUP AVERAGE
10
Investment Advisors
PEER GROUP AVERAGE
6
Registered Representatives
PEER GROUP AVERAGE
2
Licensed Insurance Agents
PEER GROUP AVERAGE
2
Foreign Clients
PEER GROUP AVERAGE
8.1%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
13
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 426 Firms Yes
Hourly Charges No 263 Firms No
Subscription Fees No 439 Firms No
Fixed Fees Yes 225 Firms No
Commissions No 419 Firms No
Performance Based Fees No 339 Firms No
Other No 395 Firms No

Understanding Truelytics Peer Groups

A firm’s Truelytics Peer Group is a benchmark calculation based on the average data in a group. Peer group’s are dynamically generated via self-reported AUM mapped against the Truelytics database of 8,000+ firms and their self-repoted data.

Truelytics Peer Benchmark Details

Firm Self-Reported AUM
$222.5M
Peer Group AUM Range
$211.7M - $233.5M
Sample Size
106

Truelytics Score

PEER GROUP AVERAGE

2.9

The Truelytics score is an easy to understand number (like a GPA) that gives you an overall quick sense of the health of a business. It combines insights from every aspect of a firm's business, client, and market stability grades.
AUM
PEER GROUP AVERAGE

$222.3M

FIRM VALUE

$222.5M

PEER GROUP AVERAGE

$1.5M

NET REVENUE
PEER GROUP AVERAGE

$613.3K

EXPENSES
Business Stability Grade
PEER GROUP AVERAGE

B

The Business Stability Grade reflect the structure and operations of a firm. Many of the KPIs are directly under a firm's control and can be improved in the short term to improve profitability.

Client Stability Grade
PEER GROUP AVERAGE

B

The Client Stability Grade reflect the stability of a firm's client demographics. Improvements to client stability usually involve longer term changes to one's client base vs business stability indicators.

Market Stability Grade
PEER GROUP AVERAGE

C+

Your Market Stability Grade reflects the amount of market risk inherent in your revenue streams. Risk here is not necessarily a bad thing - exposure to the market can generate growth in good times.

PEER GROUP AVERAGE
$3.8M
Discounted Cash Flow Valuation
PEER GROUP AVERAGE
$3.1M
Multiple of EBITDA Valuation
PEER GROUP AVERAGE
$2.8M
Multiple of EBOC Valuation

Resource Center

Advisor Transition Management Platform

About TrueRecruit

With TrueRecruit, we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.

About TruePerformance

TruePerformance Indices and KPIs make up the industry’s first ever business health record to be leveraged for practice management and during key transitional moments.

About TrueContinuity

TrueContinuity is a secure emergency continuity vault where financial advisory firms can easily store designated continuity contacts, additional key contacts, documents, and tech stack information.

About TrueMatch

TrueMatch supports advisors planning succession or growth through M&A to find perfect opportunities.

Contact Truelytics Today!

Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help RIAs attract, grow, and retain advisory businesses while also reducing the costs related to transitions.

© Powered by Truelytics
An error has occurred. This application may no longer respond until reloaded. Reload 🗙