RIA Edge

RIA Edge

RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

Episodes

RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial

August 26, 2025 • 42 mins
Scaling growth isn’t just about getting bigger; it’s about vision, discipline and striking the right balance between legacy and innovation. So how does a $30 billion-plus RIA navigate the complexities of rapid acquisitions, evolving culture and the disruptive promise of AI? In this episode of the RIA Edge Podcast, host David Armstrong sits down with …

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

August 12, 2025 • 34 mins
Explosive growth doesn’t happen by accident. It’s fueled by intentional partnerships, strategic resources, and cultural alignment. In this episode of the RIA Edge Podcast, host David Armstrong sits down with Stan Gregor, CEO of Summit Financial, who shares how his firm has grown from $3 billion to nearly $25 billion in assets since 2020.  He …

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

July 29, 2025 • 59 mins
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—client by client, no M&A.  His story shows the benefits of putting in place a strategic, repeatable and intentional growth program (especially for smaller entrepreneurial advisors) and focusing on a …

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

July 8, 2025 • 38 mins
It’s not surprising that tech-native firms see the wealth management industry’s high margins and sticky revenue, even with its notoriously disjointed and sometimes subpar tech stacks, and think, “Good business. But it could be better.”  At the recent WealthManagement EDGE conference in Boca Raton, Fla., David Armstrong, director of editorial strategy and operations for the …

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

June 26, 2025 • 34 mins
Join host David Armstrong, fresh off the Wealth Management Edge Conference in Boca Raton, Fla., as he interviews Michael Henley, founder and chief executive officer of Brandywine Oak Private Wealth. Michael talks about the firm’s rapid growth since leaving Merrill Lynch in 2018 with the help of Dynasty Financial Partners and the focus that helped …

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

June 10, 2025 • 39 mins
Economic uncertainty, heightened volatility and on-again, off-again trade policies are challenging for investors. But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines. …

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

May 27, 2025 • 35 mins
In this episode of the RIA Edge Podcast, join host David Armstrong for an insightful conversation with Susie Cranston, president and COO of Cresset, as they explore how the firm rapidly scaled to $65 billion.  David and Susie discuss: How Cresset grew out of a family office for the founders, and how the firm defines …

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

May 13, 2025 • 44 mins
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 Office Partners. Chris shares the origin story and evolution of TFO’s three distinct but interconnected entities: a full-service multifamily office in Phoenix, a wealth management firm in Ohio and a South …

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RIA Edge Podcast: The Power of Specialization with Andrew Leonard

April 29, 2025 • 50 mins
In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how the firm has rapidly grown to over $1 billion in AUM since Leonard founded it by catering to a specific client niche: executives working inside large consulting firms like McKinsey, Bain, …

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

April 25, 2025 • 40 mins
What makes a financial advisory firm truly sustainable in the competitive world of wealth management? Join David Armstrong as he engages with Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, on the firm’s distinctive growth journey and his roadmap for future growth. Mark offers insights into cultivating a culture of broad ownership, …

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

March 25, 2025 • 28 mins
Snowden Lane entered 2025 on a high note. The firm had an active recruiting year, expanding its national footprint and posting record profitability and revenue with approximately $12 billion in AUM.  Yet the highlight for CEO Robert Mooney was the decision to buy back a significant portion of the firm’s equity from its original financial …

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

March 11, 2025 • 37 mins
In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew …

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

February 27, 2025 • 34 mins
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. Hefty narrowly escaped pursuing a career trading commodities on the floor of the Chicago Board of Trade, and instead started an independent wealth management firm shortly after college. But it wasn’t …

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RIA Edge Podcast: Redefining Growth in Wealth Management

February 11, 2025 • 32 mins
David Armstrong talks with Jim Gold, CEO of Steward Partners, about the firm’s growth trajectory. Steward Partners, originally founded by wirehouse breakaways, has cultivated a unique approach by tapping experienced advisors with the independence of RIAs. With over $40 billion in assets, Jim shares insights into their robust M&A strategy and the importance of succession …

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

January 28, 2025 • 39 mins
In this episode, host David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, sits down with Michael Nathanson, CEO of Focus Financial Partners, to discuss Focus’ pulling out of the public markets in favor of private equity partners, their recent rebranding and the team’s hub consolidation strategy.  Michael …

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

January 21, 2025 • 32 mins
Live at the recent MarketCounsell Summit in Las Vegas, David Armstrong chats with Andree Mohr, president of Integrated Partners, a unique advisory platform assisting entrepreneurial advisors in scaling their businesses through strategic CPA partnerships.  Mohr covers Integrated’s origin story and the dynamics of integrating wealth management services into accounting firms. The discussion highlights the importance …

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

December 17, 2024 • 38 mins
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, speaks with Jennifer des Groseilliers, CEO of The Mather Group. The conversation took place live during Schwab’s recent IMPACT Conference in San Francisco.  Jennifer was recently appointed head of the $14 billion AUM firm, though she is …

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

November 26, 2024 • 32 mins
Recorded live at the Schwab Impact Conference in San Francisco, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Michael Goodman, founder, and leader of RIA Wealthstream Advisors, an RIA Edge 100 firm, to explore how he thinks about sustainable growth and client service in wealth management.  They delve into Goodman’s …

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RIA Edge Podcast: Alternatives at the Core with Dick Pfister

October 22, 2024 • 39 mins
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Dick Pfister, founder of AlphaCore Wealth Advisory, to explore his firm’s investment approach that places alternatives at the core of the service offering. Dick discusses his early days bringing alternatives to advisors with his …

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RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr

October 8, 2024 • 33 mins
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab Advisor Services. Jalina talks about Schwab’s approach to enhancing the advisor experience, including the group’s work on technology integrations, changes made in the wake of …

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