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 Andrea Broughton, CEO and founder of WealthCrossing, about the firm’s growth from an Ernst & Young spinout to a $1.5 billion RIA. Andrea shares how the firm grew through client referrals, built tax planning into its client experience, and recently expanded its growth strategy through branding and digital marketing.
In this episode of the RIA Edge Podcast, host David Armstrong sits down with Marty Bicknell, president and CEO of Mariner Wealth Advisors, to discuss how the firm has grown into one of the biggest RIAs in the country.
Marty shares how Mariner approaches acquisitions with a strong focus on culture, builds in-house capabilities across tax, trust and insurance serv...
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Randy Morris, founder and CEO of Summit Wealth Group, about the firm’s transition from a long-standing broker/dealer affiliate to launch its own independent RIA platform.
He explains how the decision was shaped by a desire for greater autonomy, improved client experience and long-term grow...
In this episode of the RIA Edge podcast, host David Armstrong speaks with Phil Fiore, co-founder and CEO of Procyon, about how he and his team transitioned from a wirehouse environment to build a fast-growing independent firm.
He shares how that growth has been driven by a commitment to delivering fully integrated client services, a disciplined approach to scali...
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...
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