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
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Recent Episodes
RIA Edge Podcast: The Power of Specialization with Andrew Leonard
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
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
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
In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages...
RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty
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....
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