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: Pathstone’s Matthew Fleissig on the Journey to $35BN

Posted April 6, 2022 • 00:35:04

Few firms have experienced the growth that Pathstone – one of the largest RIAs in the business — has enjoyed in recent years. Through a strategic...

RIA Edge Podcast: Beacon Pointe’s Matt Cooper on Driving Exponential RIA Growth

Posted March 15, 2022 • 00:28:10

From one small firm in 2011 to a national RIA with 36 offices in 2020, Beacon Pointe has experienced tremendous growth within the industry in a short...

RIA Edge Podcast: Mercer Advisors’ Martine Lellis on Growth Through Talent Management

Posted March 1, 2022 • 00:33:15

As organizations grow, employees from top-to-bottom need to be aligned and appropriately motivated — and recruiting new talent will be essential to...

RIA Edge Podcast: Plancorp’s Chris Kerckhoff on Reinventing the Client Experience

Posted February 17, 2022 • 00:34:07

Plancorp, a $5.1 billion RIA, has been one of the fastest-growing – and most focused – firms in the industry. Plancorp’s growth has been fueled...

Abacus Wealth’s Neela Hummel on Strategically Building a $4.4BN RIA

Posted February 9, 2022 • 00:32:03

Not many CEOs of multi-billion dollar RIAs started out as an intern at the firm that they are now running. Even fewer have followed that career path...