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: Chris Erblich on TFO’s Response to Client Needs

Posted May 13, 2025 • 00:44:33

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...

RIA Edge Podcast: The Power of Specialization with Andrew Leonard

Posted April 29, 2025 • 00:50:50

In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how...

RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto

Posted April 25, 2025 • 00:40:50

What makes a financial advisory firm truly sustainable in the competitive world of wealth management?

Join David Armstrong as he engages with...

RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025

Posted March 25, 2025 • 00:28:36

Snowden Lane entered 2025 on a high note. The firm had an active recruiting year, expanding its national footprint and posting record profitability...

RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

Posted March 11, 2025 • 00:37:06

In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages...