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, b

Recent Episodes

RIA Edge Podcast: Building a Sustainable RIA with Oliver Cross

Posted April 14, 2026 • 00:43:47

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...

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

Posted March 24, 2026 • 00:38:54

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

Posted March 12, 2026 • 00:35:13

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

Posted February 24, 2026 • 00:35:13

What does it really take to grow an advisory firm without losing control of culture or client experience?

Growth can look attractive from the...

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

Posted February 9, 2026 • 00:33:52

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

How do firms scale...