Free guide for RIA leaders
The road to $10B AUM:OneVest's expert guide for building an enterprise firm
For firms between $1B and $3B: set the strategy, build the leadership team, run every office the same way, keep organic growth strong and bring new teams in smoothly.
Download the guide
Get the 34-page guide to growing from $1B toward $10B, written for RIA leadership teams.
- Eight moves, from setting the strategy to running the firm from one set of numbers
- Leadership questions, checklists and worked examples
- A printable integration planning worksheet
Download the guide
Inside the guide
Tools your leadership team can use the same week.
The growth math from $2B to $10B
Who leads each area and who decides what
What every office does the same, and what stays local
One plan for bringing in every new team
Checklists for vendor reviews and system access
Nine numbers to review every month
A look at the pages
Work backward from $10BIllustrative arithmetic from $2B to $10B 
The same onboarding and app in every officeReal OneVest screens, shown with sample data 
Integration planning 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.”
“We are excited to partner with OneVest and implement their highly configurable platform to enhance both the client and advisor experience. This collaboration is an important step in our mission to offer unparalleled financial services supported by the best technology available.”
Get your firm ready for $10B.
OneVest is an operating system for wealth firms that connects your client data, custodians and workflows in one platform.