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: Marshberry’s John Orsini on The Paths to Growth
Marshberry’s director of financial advisory services on how advisors navigate their growth trajectories.
In this episode of the RIA Edge Podcast,...
RIA Edge Podcast: Brandon Kawal on ‘Life After the Gold Rush’ in the 2024 Deal Room Report
Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race.
In this episode of the RIA Edge Podcast,...
RIA Edge Podcast: Jonathan Foster’s ‘Open Architecture’ Approach to HNW Markets
Foster’s firm, Angeles Wealth Management, has a 40% compound growth rate without tapping the M&A markets by fostering a “culture of storytellers.”
In...
RIA Edge Podcast: Brent Brodeski on the Strategy Behind Savant’s Rapid Growth
Savant CEO and founder Brent Brodeski shares his playbook of success through M&A as a means to fill service gaps and to expand his service model...
RIA Edge Podcast: Modern Wealth’s Mike Capelle on Lessons Learned at United Capital, Goldman Sachs
An early architect of Joe Duran’s United Capital, and a former Goldman Sachs PFM exec, Mike Capelle and his partners secured $200 million to build...
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