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

Listen to latest episode

Recent Episodes

Arnerich Massena’s Reegan Rae: The Secrets of Successful Organic Growth

Posted January 28, 2022 • 00:29:37

In recent years, M&A has dominated the RIA industry. But Arnerich Massena is different—as one of the fastest-growing RIAs in the business, starting...

Build or Buy – or Both? Wealthstream’s Michael Goodman on building a $1BN RIA

Posted January 18, 2022 • 00:26:08

The leaders of RIA firms have more options than ever before when evaluating growth opportunities in today’s market. M&A activity continues at...

Merit’s Kay Lynn Mayhue: Building a National Wealth Management Firm

Posted December 21, 2021 • 00:30:23

A small, but growing, number of influential independent advisory firms are on the fast track to becoming truly national wealth managers. M&A has...

Wipfli’s Jeff Pierce: Strategies for Driving Quality RIA Growth

Posted December 14, 2021 • 00:24:57

While every RIA has its own unique approach to adding new clients and talent, the top-performing firms share some common strategic approaches to accelerating...

Grow by Design, Not by Default: Journey’s Penny Phillips

Posted November 23, 2021 • 00:32:14

For the last decade, strong equity markets have powered a substantial amount of growth for tens of thousands of financial advisors. A handful of firms,...