RIA Edge

RIA Edge Podcast: Building a Sustainable RIA with Oliver Cross

14 Apr 2026

Contributed by Lukas

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Oliver Cross, founding partner, senior advisor and head of growth at Verum P...

RIA Edge Podcast: Scaling a High-Touch Wealth Firm with Stephen Rigali

24 Mar 2026

Contributed by Lukas

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Stephen Rigali, executive managing director at Kayne Anderson Rudnick, about...

RIA Edge Podcast: Building a $700B RIA with Peter Mallouk

12 Mar 2026

Contributed by Lukas

In this episode of the RIA Edge Podcast, host David Armstrong interviews Peter Mallouk, president and CEO of Creative Planning, about his journey from...

RIA Edge Podcast: How a Focus on Process, Service and Scale Built a $4.2B AUM RIA

24 Feb 2026

Contributed by Lukas

What does it really take to grow an advisory firm without losing control of culture or client experience? Growth can look attractive from the outside,...

RIA Edge Podcast: How an Integrated, All-Digital RIA Looks at Growth with Alex Farman-Farmaian

09 Feb 2026

Contributed by Lukas

Modern advisory firms are being reshaped by technology, changing client expectations and the need for deeper personalization. How do firms scale while...

RIA Edge Podcast: Scaling an RIA Through Talent and Ownership with Tom Orecchio

29 Jan 2026

Contributed by Lukas

Growth can mean very different things depending on how a firm is built and who it is built for. What does it really take to evolve from a small adviso...

RIA Edge Podcast: Carnegie’s Jordan Raniszeski on Managing for Future Growth

20 Jan 2026

Contributed by Lukas

How do advisory firms continue growing once scale introduces complexity? What does it take to build a structure that supports independence, client exp...

RIA Edge Podcast: Culture and Partnership in RIA Growth with Arthur Ambarik

23 Dec 2025

Contributed by Lukas

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Arthur Ambarik, CEO of Perigon Wealth Management, about the firm’s growth ...

RIA Edge Podcast: Hightower’s Evolution and the Launch of Signature Wealth with CEO Larry Restieri

02 Dec 2025

Contributed by Lukas

How do leaders of wealth management firms balance advisor independence with the need for centralized efficiency? What does it take to build a platform...

RIA Edge Podcast: Cresset’s Eric Becker on the Power of Purpose-Driven Growth

18 Nov 2025

Contributed by Lukas

Cresset’s rise from a family-led vision to one of the nation’s leading multifamily offices shows how purpose and culture can shape enduring organi...

RIA Edge Podcast: Client-Centric Growth and Innovation with Jon Beatty

04 Nov 2025

Contributed by Lukas

The future of RIAs is being shaped by technology, talent, and a renewed focus on client-centric leadership. In this episode of the RIA Edge Podcast, h...

RIA Edge Podcast: The Balefire Wealth Journey with Jason Hester and John Hoffman

30 Oct 2025

Contributed by Lukas

Balefire Wealth’s transformation from two thriving RIAs into a unified enterprise business with national ambitions showcases the strength of shared ...

RIA Edge Podcast: CEO Matt Regan on Wealthcare’s New Owners, Future M&A and AI’s Organic Growth Potential

16 Oct 2025

Contributed by Lukas

Wealthcare Capital Management’s evolution from a software pioneer to a national advisory platform reveals the power of strategic reinvention. In thi...

RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue

30 Sep 2025

Contributed by Lukas

In this episode of the RIA Edge podcast, host David Armstrong speaks with Kay Lynn Mayhue, president of Merit Financial, about the firm’s approach t...

RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale

25 Sep 2025

Contributed by Lukas

Is true independence possible at scale? In this episode of the RIA Edge podcast, host David Armstrong talks with Concurrent CEO Nate Lenz about how hi...

RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial

26 Aug 2025

Contributed by Lukas

Scaling growth isn’t just about getting bigger; it’s about vision, discipline and striking the right balance between legacy and innovation. So how...

RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor

12 Aug 2025

Contributed by Lukas

Explosive growth doesn’t happen by accident. It’s fueled by intentional partnerships, strategic resources, and cultural alignment. In this episode...

RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next

29 Jul 2025

Contributed by Lukas

James Bogart, founder of Bogart Wealth, has created an organic growth machine, going from $526 million to $3 billion in assets in less than 10 years—...

RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction

08 Jul 2025

Contributed by Lukas

It’s not surprising that tech-native firms see the wealth management industry’s high margins and sticky revenue, even with its notoriously disjoin...

RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley

26 Jun 2025

Contributed by Lukas

Join host David Armstrong, fresh off the Wealth Management Edge Conference in Boca Raton, Fla., as he interviews Michael Henley, founder and chief exe...

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Engines

10 Jun 2025

Contributed by Lukas

Economic uncertainty, heightened volatility and on-again, off-again trade policies are challenging for investors. But similar to the Great Financial C...

RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm

27 May 2025

Contributed by Lukas

In this episode of the RIA Edge Podcast, join host David Armstrong for an insightful conversation with Susie Cranston, president and COO of Cresset, a...

RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

13 May 2025

Contributed by Lukas

How can a firm truly put families first in wealth management? Join host David Armstrong as he interviews Chris Erblich, co-founder of TFO Family Offic...

RIA Edge Podcast: The Power of Specialization with Andrew Leonard

29 Apr 2025

Contributed by Lukas

In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how t...

RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto

25 Apr 2025

Contributed by Lukas

What makes a financial advisory firm truly sustainable in the competitive world of wealth management? Join David Armstrong as he engages with Mark DeL...

RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025

25 Mar 2025

Contributed by Lukas

Snowden Lane entered 2025 on a high note. The firm had an active recruiting year, expanding its national footprint and posting record profitability an...

RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

11 Mar 2025

Contributed by Lukas

In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which mana...

RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty

27 Feb 2025

Contributed by Lukas

In this episode of the RIA Edge Podcast, host David Armstrong interviews David Hefty, founder and CEO of $3.4 billion AUM Credent Wealth Management. H...

RIA Edge Podcast: Redefining Growth in Wealth Management

11 Feb 2025

Contributed by Lukas

David Armstrong talks with Jim Gold, CEO of Steward Partners, about the firm’s growth trajectory. Steward Partners, originally founded by wirehouse ...

RIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track

28 Jan 2025

Contributed by Lukas

In this episode, host David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, sits down wit...

RIA Edge Podcast: Integrated Partners’ Andree Mohr on Sophisticated Financial Planning and the ‘Ceiling of Complexity’ That Holds Some RIAs Back

21 Jan 2025

Contributed by Lukas

Live at the recent MarketCounsell Summit in Las Vegas, David Armstrong chats with Andree Mohr, president of Integrated Partners, a unique advisory pla...

RIA Edge Podcast: Sustainable Wealth Management Firms with Jennifer des Groseilliers

17 Dec 2024

Contributed by Lukas

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, speaks with Jennifer des ...

RIA Edge Podcast: Turning Clients into Fans, and Designing Sustainable Growth, with Wealthstream Advisors’ Michael Goodman

26 Nov 2024

Contributed by Lukas

Recorded live at the Schwab Impact Conference in San Francisco, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, si...

RIA Edge Podcast: Alternatives at the Core with Dick Pfister

22 Oct 2024

Contributed by Lukas

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Dick Pfist...

RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr

08 Oct 2024

Contributed by Lukas

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Jalina Ker...

RIA Edge Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM

30 Sep 2024

Contributed by Lukas

Ken Stern’s journey with Lido Advisors started almost a decade ago with a chance meeting at a family office conference. His initial connection with ...

RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz

16 Sep 2024

Contributed by Lukas

Learn how independent financial advisors can drive growth and streamline operations while maintaining their autonomy as David Armstrong, editorial dir...

RIA Edge Podcast: Organic Growth Fuels Industry Rebound in 2023

20 Aug 2024

Contributed by Lukas

Schwab’s Lisa Salvi shares insights from the firm’s annual benchmarking report, revealing how top-performing RIAs are driving significant organic ...

RIA Edge Podcast: How Conway Wealth Prioritizes Clients’ Life Goals Beyond Investments

06 Aug 2024

Contributed by Lukas

Michael Conway shares how advisors at his firm, Conway Wealth, prioritize a deep understanding of each client’s values and puts health and well-bein...

RIA Edge Podcast: Helium Advisors’ Tax-Optimized Approach to Building Wealth

23 Jul 2024

Contributed by Lukas

Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise. In this episode of the RIA Edge ...

RIA Edge Podcast: Client-Centric Growth: A Model for Modern Wealth Management

09 Jul 2024

Contributed by Lukas

President and CEO Phillip Hamman of Linscomb Wealth on how his firm outpaced market growth with a laser focus on client satisfaction. In this episode ...

RIA Edge Podcast: Charting Growth With Insights from Wealth Enhancement Group’s Jeff Dekko

04 Jun 2024

Contributed by Lukas

WEG CEO Jeff Dekko shares his company’s approach to staffing models, strategic decision-making, and the significance of organic growth in the financ...

RIA Edge Podcast: Marshberry’s John Orsini on The Paths to Growth

07 May 2024

Contributed by Lukas

Marshberry’s director of financial advisory services on how advisors navigate their growth trajectories. In this episode of the RIA Edge Podcast, Da...

RIA Edge Podcast: Brandon Kawal on ‘Life After the Gold Rush’ in the 2024 Deal Room Report

23 Apr 2024

Contributed by Lukas

Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race. In this episode of the RIA Edge Podcast, David Arm...

RIA Edge Podcast: Jonathan Foster’s ‘Open Architecture’ Approach to HNW Markets

09 Apr 2024

Contributed by Lukas

Foster’s firm, Angeles Wealth Management, has a 40% compound growth rate without tapping the M&A markets by fostering a “culture of storytellers.”...

RIA Edge Podcast: Brent Brodeski on the Strategy Behind Savant’s Rapid Growth

28 Mar 2024

Contributed by Lukas

Savant CEO and founder Brent Brodeski shares his playbook of success through M&A as a means to fill service gaps and to expand his service model acros...

RIA Edge Podcast: Modern Wealth’s Mike Capelle on Lessons Learned at United Capital, Goldman Sachs

26 Mar 2024

Contributed by Lukas

An early architect of Joe Duran’s United Capital, and a former Goldman Sachs PFM exec, Mike Capelle and his partners secured $200 million to build a...

RIA Edge Podcast: Regent Peak’s Craig Robson on the Contrarian Strategy that Led to Rapid Organic Growth

22 Mar 2024

Contributed by Lukas

In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Craig Robson,...

RIA Edge Podcast: Adding Client Services Doesn’t Always Add Value

29 Feb 2024

Contributed by Lukas

Growth-minded RIAs often look to bring new services to clients. Research from WMIQ and Marshberry shows widely different motivations and approaches—...

RIA Edge: Mark Hurley Looks to the Future of Wealth Management and Sees a Jungle

13 Feb 2024

Contributed by Lukas

The seasoned RIA executive has penned a nearly 100-page whitepaper sketching a bleak but compelling future for the wealth management industry.  In th...

RIA Edge: Wealthspire’s Mike LaMena: Building a Firm That Clients “Will Never Outgrow.”

06 Feb 2024

Contributed by Lukas

Wealthspire Advisors’ Mike LaMena on the secret to building a national RIA with a single identity that still empowers advisors to bring their “per...

RIA Edge Podcast: A Blueprint for Navigating Growth and Building Client Wealth with Dan Seder

19 Dec 2023

Contributed by Lukas

Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm.  In this ...

RIA Edge Podcast: Navigating RIA Growth and Succession Planning with Rob Madore

05 Dec 2023

Contributed by Lukas

Marshberry’s Rob Madore shares strategies for growth, succession and the recent shift in how RIAs are approaching mergers and acquisitions. In this ...

RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape

29 Nov 2023

Contributed by Lukas

Ryan Parker, CEO of EP Wealth, sheds light on the firm’s intentional M&A strategy and what it means for the company’s development. In this episode...

RIA Edge Podcast: Insights With Lisa Salvi on Unlocking Growth and Talent Acquisition

22 Nov 2023

Contributed by Lukas

Lisa Salvi shares how successful firms leverage a comprehensive approach to long-term success. In this episode, David Armstrong, managing director of ...

RIA Edge Podcast: Hirtle, Callaghan & Co.’ and Jon Hirtle: Pioneering the Outsourced Chief Investment Officer Business Model

07 Nov 2023

Contributed by Lukas

Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the “Oracle of Outsource” by Pension & Investments magazine for ...

RIA Edge Podcast: Alison Burkett on Snowden Lane’s Boutique Culture for Growth

17 Oct 2023

Contributed by Lukas

Snowden Lane Partners: A calibrated blend of autonomy and support.  In this episode, David Armstrong, managing director of editorial and content stra...

RIA Edge Podcast: Connectus Wealth’s Molly Bennard on Bringing Different Connections into Focus

10 Oct 2023

Contributed by Lukas

This episode of the RIA Edge podcast features a conversation between David Armstrong, managing director of editorial and content strategies for the We...

RIA Edge Podcast: DFA’s Catherine Williams: 2023 RIA M&A Gamechangers

05 Sep 2023

Contributed by Lukas

Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success. In this RIA Edge episode, Mark Bruno, managi...

RIA Edge Podcast: Lido’s Ken Stern on Navigating Growth and Culture in Wealth Management

22 Aug 2023

Contributed by Lukas

This era in wealth management has seen unparalleled growth opportunity. Lido Advisors has embraced this golden age of shifting demographics and techno...

RIA Edge Podcast: Perigon’s Arthur Ambarik: The Journey to Build a $6BN RIA

08 Aug 2023

Contributed by Lukas

This episode of the RIA Edge podcast features a conversation between Mark Bruno, Managing Director of Wealth Management Group at Informa, and Arthur A...

RIA Edge Podcast: Cresset’s Liz Nesvold: From Deal-Maker to RIA Gamechanger

25 Jul 2023

Contributed by Lukas

Following a remarkable period of M&A activity in the RIA industry, one of the star bankers in the industry has made the leap from leading deals to lea...

RIA Edge Podcast: Halbert Hargrove’s JC Abusaid: Building the ‘RIA of Choice’

11 Jul 2023

Contributed by Lukas

Building an RIA firm that can successfully attract, retain and develop top talent – and ultimately become the “RIA of choice” in a specific mark...

RIA Edge Podcast: RIA M&A Mid-Year Update with Jessica Polito

27 Jun 2023

Contributed by Lukas

While the M&A activity levels at the start of 2023 slowed somewhat, there have been several notable developments during the first half of the year tha...

RIA Edge Podcast: Schwab’s Tom Bradley: RIA Megatrends – The Drivers of Current & Future Growth

21 Jun 2023

Contributed by Lukas

This episode of the RIA Edge podcast provides advisors with a view into the trends that are influencing and impacting growth across the RIA landscape....

RIA Edge Podcast: It’s a Bull Market for Advice: But is it a Bull Market for Advisors? With Steve Sanduski

06 Jun 2023

Contributed by Lukas

While the need for financial advice – and the ability to access advice – has never been greater, most advisors still have not been able to capital...

RIA Edge Podcast: Focus Financial’s Rajini Kodialam: The Evolution of RIA M&A

02 May 2023

Contributed by Lukas

While there have been hundreds of M&A transactions in the RIA channel in recent years, Focus Financial was one of the first strategic acquirers in the...

RIA Edge Podcast: Embracing the Marketer’s Mindset: Megan Carpenter’s Playbook for RIAs to Drive Meaningful Growth

18 Apr 2023

Contributed by Lukas

While markets may be in bear territory, it’s a bull market for financial advice – as more individuals need access to professional advice than ever...

The RIA Edge Podcast: The Difference Between Good and Great Growth: Cambridge Inc.’s Jeff Vivacqua

04 Apr 2023

Contributed by Lukas

While scores of RIAs continue to experience growth, despite headwinds in the markets and economy, some firms are growing more strategically than other...

The RIA Edge Podcast: An Inside Look at an RIA Edge 100 Firm: RMB Capital’s Don Bechter

21 Mar 2023

Contributed by Lukas

RMB Capital has become one of the largest and most successful RIA firms in the wealth management industry – with its own, at times, under-the-radar ...

RIA Edge Podcast: The Rise of Alternatives in the RIA Channel: Brookfield’s David Levi

14 Mar 2023

Contributed by Lukas

With heightened market volatility and uncertainty significantly impacting client portfolios over the last year, RIAs have been leaning more on alterna...

The RIA Edge Podcast: One-on-One with AlTi CEO Michael Tiedemann

07 Mar 2023

Contributed by Lukas

The RIA Edge Podcast: One-on-One with AlTi CEO Michael Tiedemann At the start of 2023, Michael Tiedemann and his namesake wealth and asset management ...

RIA Edge Podcast: Wealth Enhancement Group’s Jeff Dekko: The True Drivers of RIA Growth

21 Feb 2023

Contributed by Lukas

When Jeff Dekko took the helm at Wealth Enhancement Group, it was a regional player with roughly $600 million in assets. Fast forward to 2023, and WEG...

RIA Edge Podcast: Emigrant’s Karl Heckenberg: Behind the Scenes of RIA M&A

14 Feb 2023

Contributed by Lukas

While M&A activity levels across the industry have generally cooled in recent months from a record pace, the minority investment market is heating up ...

RIA Edge: AssetMark’s Natalie Wolfsen and Adhesion’s Barrett Ayers

31 Jan 2023

Contributed by Lukas

Whether you are looking to buy, sell or build a partnership with another company, finding the right fit for your vision is essential. In this episode ...

RIA Edge Podcast: Savant’s Brent Brodeski: How M&A is Accelerating the Evolution of Advice

21 Dec 2022

Contributed by Lukas

M&A activity has re-shaped the wealth management industry in recent years – but it also accelerating the evolution of the business, and ultimately a...

RIA Edge Podcast: Wealth Enhancement Group’s Jim Cahn: The Drivers of RIA M&A in 2023

16 Dec 2022

Contributed by Lukas

In reviewing the past year, advisors are looking for more ways to grow their business. How will they take the first step into 2023 with a growth minds...

RIA Edge Podcast: Content is King: Jackson Wood on Creating Persona and Meaningful Marketing Opportunities

30 Nov 2022

Contributed by Lukas

The way advisors market their services has changed over the years, from one-to-one word-of-mouth and cold-calling to mass market approaches across Ins...

RIA Edge Podcast: Brandon Odell on the State of Advisor Compensation & Staffing

22 Nov 2022

Contributed by Lukas

With the intense competition for talent in the wealth management industry, leaders of RIAs need to be more strategic than even when developing compens...

RIA Edge Podcast: Brandon Kawal: How to Win the War for Talent in the RIA Industry

17 Nov 2022

Contributed by Lukas

The competition for new and experienced individuals in the RIA channel is at an all-time high. Employees of RIAs have more options and opportunities t...

RIA Edge Podcast: Schwab’s Jalina Kerr: How RIAs Can Grow By Design – Not Default

15 Nov 2022

Contributed by Lukas

With markets no longer providing advisers with a wide number of opportunities to grow their assets, RIAs must be truly intentional about how they driv...

RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A

10 Nov 2022

Contributed by Lukas

RIA mergers and acquisitions have been re-shaping the industry for the last several years. But after years of record deal-making activity, how have th...

RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs

29 Sep 2022

Contributed by Lukas

The number of advisors looking to execute a succession plan in 2022 has nearly doubled since the beginning of the year, according to the latest RIA Ed...

RIA Edge Podcast: Lisa Salvi on The Secrets of Top-Performing RIAs

23 Sep 2022

Contributed by Lukas

The RIA industry has experienced a significant amount of growth in recent years – but a handful of firms have found the keys to driving sustainable,...

RIA Edge Podcast: Brian Hamburger on the Battle for Talent in the RIA Channel

16 Aug 2022

Contributed by Lukas

While M&A has been one of the most dominant themes in the RIA industry over the last several years, the battle for a limited supply of talent might be...

RIA Edge Podcast: Jim Gold on Breaking the Mold in the RIA Business

04 Aug 2022

Contributed by Lukas

Steward Partners Global Advisory has become one of the largest and fastest growing independent firms in the wealth management industry over the last s...

RIA Edge Podcast: Matt Cosgriff on the Journey to $2 Billion in AUM

19 Jul 2022

Contributed by Lukas

Leaders of RIA firms have a number of strategic options to consider when evaluating organic growth opportunities. When your RIA is part of a broader n...

RIA Edge Podcast: The RIA M&A 2022 Mid-Year Outlook

28 Jun 2022

Contributed by Lukas

For the longest time, mergers and acquisitions have been one of the most dominant, if not the most dominant, themes within the RIA channel. During the...

RIA Edge Podcast: SVB Private’s DeChellis on Embracing a Growth Mindset

07 Jun 2022

Contributed by Lukas

There is a “CEO state of mind” that some leaders of advisory firms have adopted to ensure that growth is front-and-center for all of its team memb...

RIA Edge Podcast: Sanctuary Wealth’s Jim Dickson on Balancing M&A and Organic Growth

19 May 2022

Contributed by Lukas

While M&A activity gets the majority of the attention in the RIA industry, strategic and sustainable organic growth is actually the secret to success ...

RIA Edge Podcast: Cresset’s Doug Regan on Strategic, Purposeful Growth

05 May 2022

Contributed by Lukas

While market appreciation, traditional referrals and word-of-mouth marketing has driven growth for a number of RIAs, the industry’s largest and most...

RIA Edge Podcast: Thrivent Advisor Network Carolyn Armitage on true drivers of growth in the RIA space

19 Apr 2022

Contributed by Lukas

When it comes to business growth within the M&A space, you must be strategic in development while acquiring companies that fit your business model. In...

RIA Edge Podcast: Pathstone’s Matthew Fleissig on the Journey to $35BN

06 Apr 2022

Contributed by Lukas

Few firms have experienced the growth that Pathstone – one of the largest RIAs in the business — has enjoyed in recent years.  Through a strategi...

RIA Edge Podcast: Beacon Pointe’s Matt Cooper on Driving Exponential RIA Growth

15 Mar 2022

Contributed by Lukas

From one small firm in 2011 to a national RIA with 36 offices in 2020, Beacon Pointe has experienced tremendous growth within the industry in a short ...

RIA Edge Podcast: Mercer Advisors’ Martine Lellis on Growth Through Talent Management

01 Mar 2022

Contributed by Lukas

As organizations grow, employees from top-to-bottom need to be aligned and appropriately motivated — and recruiting new talent will be essential to ...

RIA Edge Podcast: Plancorp’s Chris Kerckhoff on Reinventing the Client Experience

17 Feb 2022

Contributed by Lukas

Plancorp, a $5.1 billion RIA, has been one of the fastest-growing – and most focused – firms in the industry. Plancorp’s growth has been fueled ...

Abacus Wealth’s Neela Hummel on Strategically Building a $4.4BN RIA

09 Feb 2022

Contributed by Lukas

Not many CEOs of multi-billion dollar RIAs started out as an intern at the firm that they are now running. Even fewer have followed that career path t...

Arnerich Massena’s Reegan Rae: The Secrets of Successful Organic Growth

28 Jan 2022

Contributed by Lukas

In recent years, M&A has dominated the RIA industry. But Arnerich Massena is different—as one of the fastest-growing RIAs in the business, starting ...

Build or Buy – or Both? Wealthstream’s Michael Goodman on building a $1BN RIA

18 Jan 2022

Contributed by Lukas

The leaders of RIA firms have more options than ever before when evaluating growth opportunities in today’s market. M&A activity continues at an acc...

Merit’s Kay Lynn Mayhue: Building a National Wealth Management Firm

21 Dec 2021

Contributed by Lukas

A small, but growing, number of influential independent advisory firms are on the fast track to becoming truly national wealth managers. M&A has been ...