Growth Leaders of Wealth Management
Episodes
23. Truepoint's 36-Year Case for Staying Independent
14 Apr 2026
Contributed by Lukas
Most firms say they want to last. Truepoint Wealth Counsel engineered it.When PE valuations exploded and peers were cashing out at eye-popping multipl...
22. The RIA That Engineered Its Own Liquidity: Parallel Advisors
10 Mar 2026
Contributed by Lukas
Most firms treat liquidity like an event. Parallel built it into the system.Instead of waiting for retirement to solve succession, they created a way ...
21. Mission Wealth and How They Capped Advisors and Kept Scaling Anyway
10 Feb 2026
Contributed by Lukas
When a firm grows, most people picture the same things: more clients per advisor, more complexity stacked onto the day, and longer hours that slowly b...
20. The Dual-RIA Design Changing How Elite Advisors Scale with NewEdge Capital Group
13 Jan 2026
Contributed by Lukas
Very few firms in wealth management grow from $25 billion to nearly $100 billion in five years, and even fewer do it by rethinking the structure of th...
19. Cresset Capital’s Playbook for an AI-Driven Future
09 Dec 2025
Contributed by Lukas
Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Goog...
18. Building a Firm That Grows Itself: The Brighton Jones Way
11 Nov 2025
Contributed by Lukas
When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing ...
17. Inside Kayne Anderson Rudnick’s 540% Growth Story
14 Oct 2025
Contributed by Lukas
Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, ...
16. How Pure Financial Built a $9B Firm by Doing the Opposite
09 Sep 2025
Contributed by Lukas
Most advisory firms dream of moving upmarket. Pure Financial Advisors chose the opposite path. Since 2007, they’ve built a $9B firm serving the mass...
15. How EP Wealth Advisors Scaled to $32B Without Losing Its Soul
12 Aug 2025
Contributed by Lukas
Some leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of build...
14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM
08 Jul 2025
Contributed by Lukas
15 years ago, in Brazil and in the middle of the crisis that turned the whole financial system upside-down, Ross Gerber and Danilo Kawasaki decided to...
Top 5 Growth Insights from Season 1
16 Dec 2024
Contributed by Lukas
Wish you could hear all of the best insights on growth from some of the nation’s top leaders in one place? Well, strap in!Join us for a “greatest ...
Solve a Hard Problem: Apex’s Mission to Simplify Investing
02 Dec 2024
Contributed by Lukas
From powering industry disruptors like Robinhood, to streamlining RIAs, to increasing accessibility for investors worldwide, Apex Fintech Solutions ha...
Horizontal Expansion and Vertical Integration: LPL’s Journey to $1.6 Trillion in Assets
18 Nov 2024
Contributed by Lukas
Tune in for a bit of a different episode, where we talk to several leaders from LPL Financial Holdings about how they went from $600 billion to $1.6 t...
Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy
04 Nov 2024
Contributed by Lukas
What does it take to become the first national brand for a fiduciary family office? Our guests in this episode feel like they’re on track to make it...
How SignatureFD’s ‘Three-Legged Stool’ Approach to Growth has Fueled Massive Success
21 Oct 2024
Contributed by Lukas
From humble beginnings as a CPA offshoot to an $8.5 billion RIA on the Inc. 5000 list of America’s fastest growing private companies – that’s th...
From Startup IMO to $30 Billion RIA: The Journey of Advisors Excel and AE Wealth
07 Oct 2024
Contributed by Lukas
How do you go from zero to $30 billion in AUM in less than eight years, and maintain an average 42% YOY organic growth for your advisors? Tune in to f...
How a Marketing-First Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA
23 Sep 2024
Contributed by Lukas
What’s it like to acquire 31 firms in five years? How do you maintain a consistent client experience? How do you keep a positive culture? Our guests...
Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028
09 Sep 2024
Contributed by Lukas
Can a wealth management firm really transform the lives of 1 million people by 2028 – and create 2,500 millionaire employees in the process? If you’...
Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn
26 Aug 2024
Contributed by Lukas
Can a fintech company really bridge the American savings gap and go from 0 to 1.1 million users in just seven years? Vestwell is doing just that by re...
Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA
12 Aug 2024
Contributed by Lukas
Organic vs. inorganic growth is a never-ending conversation in wealth management. How can they work together? Which is better? Join our host, Meg Car...
Integrating Wealth Management and Accounting: Choreo’s Strategic Vision
29 Jul 2024
Contributed by Lukas
Unlock the secrets to integrating wealth management and accounting seamlessly with insights from Larry Miles, CEO of Choreo and his experienced team. ...
Altruist’s Unmatched and Mission Driven Growth
15 Jul 2024
Contributed by Lukas
Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruis...
Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth
01 Jul 2024
Contributed by Lukas
Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved ...