A funding partner to independent RIAs & hybrid firms.
Arravon funds advisor-book acquisitions and succession for RIAs, taking its return as a senior share of the recurring revenue the capital helps create. No equity and no personal guarantees. Firms keep 100% ownership and control.
Arravon Capital funds advisor-book acquisitions for quality RIAs and hybrid broker-dealer firms under a single master facility. Our return is a contractual, senior share of the recurring advisory fees our capital helps create. It is not equity and it is not a conventional loan.
We are friendly to the platforms we work with: we finance recruiting and succession, ride existing custody, billing and supervision rails, and never compete for advisors.
We are, economically, an RIA. We just provide financing instead of clearing.
An independent RIA doesn't own its advisors; it takes a share of recurring revenue for the services it provides, and recycles cash into recruiting. Arravon takes a senior share of recurring revenue for the financing it provides, and recycles into new books. The same machine, built as an investable platform.
Each financed book produces income from day one. A portfolio of staggered books smooths revenue, diversifies risk, and builds the scale that earns an institutional exit.
Sources: Cerulli Associates; Schwab RIA Benchmarking Study 2025; Echelon Partners & Mercer Capital, 2025. Industry data shown for market context, not firm performance.
One master agreement, many acquisitions. Committed capital funds advisor-book purchases at deal speed; our return is a contractual, senior share of the net advisory fees each book produces.
Capital to buy down retiring advisors' books and fund recruiting, so firms capture assets and transition practices without dilution, personal guarantees, or balance-sheet strain.
Participations are designed to aggregate into a diversified, institutional-grade revenue platform. Firms compound their retained share, with a path to realise value together when the time is right.
Arravon Capital was founded to bring institutional, non-dilutive funding to a market most capital providers misunderstand. Full backgrounds and references are available to qualified investors on request.
Leads the firm's structuring, capital strategy and financial model.
Leads origination and platform relationships across the independent and hybrid channel.
The RIA identifies a retiring advisor's book to acquire: a recruit or an internal succession.
Arravon funds the acquisition under the Master Revenue Participation Facility, with consents where required.
The RIA services and supervises the clients on existing rails, keeps its fee and keeps 100% ownership.
Arravon receives a senior revenue participation: higher in the early years, then a lasting minority share.
Excess cash recycles into new books; the aggregated platform is positioned for realisation at institutional multiples.
Wealth management keeps shifting to fee-based, recurring revenue. These are the cash flows consolidators compete hardest to own, well suited to senior, non-dilutive funding.
A record ~466 RIA transactions closed in 2025, up 27% year over year, and 2026 is forecast higher still as a generation of advisors reaches succession.
Consolidators paid record multiples in 2025 for firms willing to sell: a median 11.6× EBITDA, up from 9.9× in 2023. Quality firms that want to stay independent remain underserved.
For RIAs and hybrid firms seeking succession funding, and for professional investors who want to look under the hood: we would welcome a conversation.
