RIA Team Growth

2026
Director, Technology Solutions
$4.6B
5
Saved
GROWTH

Assets Under Management

$34.5M Annual Revenue
TEAM

5

Total Headcount

$6.9M revenue/person
OPTIMAL

0.7%

Salary Ratio

Target: <4% of revenue
EFFICIENCY

$225K

Total Investment

Including leadership salary

Growth Methodology

Sophisticated declining growth rate model from RIA cost-benefit analysis

Starting Point
5,111 Households
$0.9M avg AUM per household = $4.6B total
Growth Pattern
175% → 5%
Declining 23.0% annually to sustainable minimum
Revenue Model
0.75% Fee
Management fee on AUM

Declining Growth Rate Model

Assets Under Management Growth
Annual Growth Rate Decline
Methodology Benefits
  • • Realistic declining growth rates
  • • Sustainable long-term projections
  • • Dynamic team scaling based on AUM
  • • Revenue-driven salary progressions
10-Year Projection
Final AUM: $289.5B
Annual Revenue: $2171.3M
Growth Rate: 5.0%
Total Households: 321,650
Core Formula
Growth Rate(year) = max(min_rate, initial_rate - (year × decline_rate))
AUM(year) = households × $0.9M per household
Revenue(year) = AUM × 0.75% management fee
Team Size = f(AUM, complexity, year)

Strategic Roadmap

11-year journey from tactical execution to strategic technology leadership

2026
Foundation

3 team

$4.6B AUM

2027
Foundation+

5 team

$11.6B AUM

2028
Scaling

8 team

$26.6B AUM

2029
Growth

13 team

$54.7B AUM

2030
Growth+

18 team

$100.1B AUM

2031
Maturation

24 team

$160.2B AUM

2032
Enterprise

32 team

$219.5B AUM

2033
Enterprise+

40 team

$250.2B AUM

2034
Strategic

49 team

$262.7B AUM

2035
Strategic+

57 team

$275.8B AUM

2036
Enterprise Leader

67 team

$289.6B AUM