A 5-Year Roadmap to $500 Million AUM

Accelerating Growth Through Multi-Acquisition AUM Strategy

To really power an accelerated growth trajectory and ultimately achieve a target of $500 million AUM within five years, advisors must consider executing a multi-acquisition AUM strategy.

This approach involves systematically acquiring AUM from various sources, such as retiring advisors, smaller practices, and strategic partnerships. I’ll admit that this road map is not for a beginner, but a consideration for Advisors that have been active for some time and seeking an avenue to take their practice to the next phase. They have a good sense of the lay of the land from an administrative position and are hungry to grow AUM.

Here's an outline of a potential AUM roll-up plan to reach this ambitious target:

Year 1-2: Foundation Building and Initial Acquisitions

1. Develop a clear acquisition strategy and criteria, focusing on target practice size, client d…