Revenue What-If Calculator
Model any revenue scenario in seconds
Adjust new clients, fee rates, retention, and cross-sell rates to instantly see the revenue impact.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
When you're deciding whether to hire another advisor, raise fees, or chase acquisitions, you're guessing at which path actually grows the practice. You don't know if focusing on retention beats adding new clients, or what your revenue realistically looks like in three years under each choice.
✦ You'll see P10/P50/P90 revenue ranges at 12, 24, and 36 months for up to four strategic paths side by side, so you can commit to the growth lever that moves the needle most.
Tool Details
How It Works
Runs Monte Carlo simulation across 1,000 revenue path iterations to model practice revenue under different strategic assumptions. Each scenario varies three primary levers: client acquisition rate, average revenue per client, and annual retention rate. The simulation applies variance to each lever based on historical volatility ranges observed across comparable RIA practices. Output includes a probability distribution of revenue outcomes at 12, 24, and 36 months, with P10 (pessimistic), P50 (base case), and P90 (optimistic) bands. The scenario comparison engine allows side-by-side analysis of up to four strategic paths — comparing organic growth against acquisition-accelerated trajectory, or fee restructuring against volume growth.
Data Sources
- •Monte Carlo simulation — 1,000 iterations per scenario
- •Synseus aggregate benchmark data by AUM tier and advisor archetype
- •Historical RIA revenue growth distribution from public SEC filings
Audit Parameters
- •Model: Monte Carlo 1,000 iterations
- •Output: P10/P50/P90 bands at 12/24/36 months
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