Free guide for RIA leaders
The road to $1B AUM:OneVest's expert guide for scaling your firm
Practical moves for scaling your firm: set your vision, deliver a client experience worth recommending, systematize referrals, build your team and weigh M&A.
Download the guide
Get the 30-page guide to scaling your firm, written for RIA founders and leadership teams.
- Seven practical moves, from setting your vision to measuring the whole business
- Leadership questions, checklists and worked examples
- A printable capacity and hiring worksheet
Download the guide
Inside the guide
Tools your leadership team can use the same week.
A one-page growth plan with an owner for every priority
Five steps to fix onboarding
A way to track every referral to a funded relationship
Four capacity numbers to plan hiring
A deal screen for weighing M&A
A monthly scorecard of seven measures
A look at the pages
Work backward from the numberIllustrative arithmetic from $600M to $1B 
Onboarding and the client front doorReal OneVest screens, shown with sample data 
Capacity and hiring worksheetPrintable pages to fill in with your own numbers
From leaders scaling with OneVest
“As we continue our rapid growth trajectory and welcome more advisor teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure. We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.”
“Delivering a seamless, high-quality experience for advisors and investors is central to our strategy. As we continue to modernize our platforms, data, and service model, we are investing in flexible, scalable technology that enables us to move with greater speed and precision. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.”
Build the operating foundation for $1B.
OneVest is an operating system for wealth firms that connects your client data, custodians and workflows in one platform.
Questions firms ask first.
OneVest is an AI-Native Wealth Platform, a complete system powering North America's leading wealth management practices and financial institutions. It replaces broken, fragmented tech stacks by providing core CRM, client onboarding, portfolio management, compliance, and client experience in a single platform. Through an intuitive Workspace built for advisors and home offices, OneVest automates daily operations so wealth management firms can eliminate manual admin and scale effortlessly.