The average RIA has >1.3M of unrealized value in their business.* We’re here to help change that.


Practice Management can be hard to define, and even harder to manage. Without a plan it’s difficult to know where to focus or what specific actions to take. As an Envestnet client, you have access to resources that can help you measure & grow the value of your business.

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Introducing the RIA Growth Lab

With the wealth management landscape constantly evolving, Envestnet recognizes the need for RIAs to stay competitive and optimize their practices. The newly formed RIA consulting group at Envestnet is poised to address these challenges by offering peer benchmark grades on essential metrics, including revenue, client satisfaction, and business stability.

Discovery
Morningstar Investment Management At a Glance
Firm Valuation
You’ll receive an invite to complete some homework via our Truelytics tool, which will help establish a current valuation for your business & identify unrealized value
Consultation
We’ll personally review your results & build a playbook of solutions to help you address top opportunity areas to increase your valuation
Follow Up Engagement
We’ll meet with you to review & discuss that playbook. And from there, we can introduce you to experts from across the Envestnet ecosystem that can help you take action


Meet the Team
Sarah Stormberg
Product Implementation Director
View bio
Stephen Battaglia
Senior Strategy Analyst
View bio


Get Started Today

1Set up time for a discovery call with our team.
Schedule now
2We’ll meet with you to learn more about your business, your goals, and outline the process of working with us to help you identify ways to unlock value.




View Upcoming Events

Virtual event
RIA Forum
This quarterly event series is designed specifically for leaders in the RIA community to join with Envestnet to share ideas and insights to help you build out the future vision of your practice.
Learn more
Annual event
Envestnet Elevate
Join us for Envestnet Elevate 2024 - May 14-15 2024, Phoenix, AZ.
Learn more






*Data as of 12/31/23


Sarah Stormberg
Product Implementation Director
Sarah Stormberg is a Product Implementation Director at Envestnet focusing on building and launching new products tailored to advisors evolving needs. With a background in crafting innovative solutions, Sarah previously played a pivotal role building out digital marketing and innovation strategies at financial institutions.
Stephen Battaglia
Senior Strategy Analyst
Steve Battaglia is a strategist with a track record of driving impactful initiatives in the financial services industry. Currently serving as a Senior Strategy Analyst at Envestnet, Steve leverages his extensive experience to shape the company's strategic direction and enhance its competitive position in the market.
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