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
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 Partners, about the firm’s path from a breakaway team to a rapidly growing independent RIA managing over $1 billion.
He shares how early growth was driven by focusing on a core group of founding clients, building a ...
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Stephen Rigali, executive managing director at Kayne Anderson Rudnick, about the firm’s evolution from a family office into a $55 billion platform and how it has approached growth with intention over four decades.
He shares how the firm prioritizes organic expansion, structured advisor dev...
In this episode of the RIA Edge Podcast, host David Armstrong interviews Peter Mallouk, president and CEO of Creative Planning, about his journey from leading a small company with 30 clients to becoming one of the largest independent wealth management firms in the United States.
He talks about how that growth was fueled by a focus on consistent, repeatable work...
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, but building something sustainable requires discipline, structure and long-term thinking.
In this episode of the RIA Edge Podcast, host David Armstrong interviews JC Abusaid,...
Modern advisory firms are being reshaped by technology, changing client expectations and the need for deeper personalization.
How do firms scale while keeping the advisor-client relationship at the center? What role does technology really play in growth without replacing the human element?
In this episode, host David Armstr...
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 advisory practice into a professionally managed firm without losing culture, client focus or identity?
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Tom ...
How do advisory firms continue growing once scale introduces complexity? What does it take to build a structure that supports independence, client experience, and long-term flexibility?
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Jordan Raniszeski, CFP, CPA, senior managing partner at Carnegie Private Wealth, about the strategic de...
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 from a small Bay Area RIA into a multi-state, $12 billion firm with a partnership-driven model and large ambitions for the future.
Ambarik shares how cultural alignment shapes mergers, why specialization within firms...
How do leaders of wealth management firms balance advisor independence with the need for centralized efficiency? What does it take to build a platform that serves both traditional RIAs and advisors seeking a more integrated model?
In this episode of the RIA Edge Podcast, host David Armstrong interviews Larry Restieri, CEO of Hightower Advisors, about Hightower&#...
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 organizations.
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Eric Becker, co-founder and co-chairman of Cresset, about the firm’s mission to build a 100-year wealth management business focused on ...
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, host David Armstrong talks with Jon Beatty, head of advisor services at Charles Schwab, on the eve of Schwab Impact, about how the industry is adapting to the accelerating pace of technological change and what quali...
Balefire Wealth’s transformation from two thriving RIAs into a unified enterprise business with national ambitions showcases the strength of shared vision and cultural alignment.
In this episode of the RIA Edge Podcast, host David Armstrong talks with Jason Hester and John Hoffman, co-CEOs of Balefire Wealth, a new RIA born...
Wealthcare Capital Management’s evolution from a software pioneer to a national advisory platform reveals the power of strategic reinvention.
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Matt Regan, president and CEO of Wealthcare Capital Management, about Wealthcare’s journey from its roots in Richmond, Va., to its sale to Sammons F...
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 to growth as it reaches $24 billion in assets under management and celebrates its 50th acquisition. Mayhue discusses Merit’s recent capital partnership with Constellation Wealth and how the firm balances aggressive M&A activity with organic growt...
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 his fast-growing RIA platform is helping advisors stay independent while accessing the scale, capital and talent needed to grow.
From multi-custodial flexibility to a unique minority partnership model, Lenz shares w...
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 Davi...
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.
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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 distinct nic...
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 operati...
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 the firm double its AUM to $1.5 billion since breaking...
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