RIA Edge
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Language:
English
Episodes
RIA Edge Podcast: Client-Centric Growth and Innovation with Jon Beatty
11/4/2025
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 … Read More Read More
Duración:00:20:28
RIA Edge Podcast: The Balefire Wealth Journey with Jason Hester and John Hoffman
10/30/2025
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 earlier this year from the … Read More Read More
Duración:00:39:39
RIA Edge Podcast: CEO Matt Regan on Wealthcare’s New Owners, Future M&A and AI’s Organic Growth Potential
10/16/2025
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 … Read More Read More
Duración:00:38:24
RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue
9/30/2025
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 … Read More Read More
Duración:00:39:11
RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale
9/25/2025
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 … Read More Read More
Duración:00:37:06
RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale
9/23/2025
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 … Read More Read More
Duración:00:43:38
RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial
8/26/2025
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 … Read More Read More
Duración:00:42:41
RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor
8/12/2025
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 … Read More Read More
Duración:00:34:34
RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next
7/29/2025
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 … Read More Read More
Duración:00:59:30
RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction
7/8/2025
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 … Read More Read More
Duración:00:38:09
RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley
6/26/2025
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 … Read More Read More
Duración:00:34:14
RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Engines
6/10/2025
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. … Read More Read More
Duración:00:39:28
RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm
5/27/2025
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 … Read More Read More
Duración:00:35:12
RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs
5/13/2025
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 … Read More Read More
Duración:00:44:33
RIA Edge Podcast: The Power of Specialization with Andrew Leonard
4/29/2025
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, … Read More Read More
Duración:00:50:50
RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto
4/25/2025
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, … Read More Read More
Duración:00:40:50
RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025
3/25/2025
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 … Read More Read More
Duración:00:28:36
RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin
3/11/2025
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 … Read More Read More
Duración:00:37:06
RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty
2/27/2025
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 … Read More Read More
Duración:00:34:13
RIA Edge Podcast: Redefining Growth in Wealth Management
2/11/2025
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 … Read More Read More
Duración:00:32:06