RIA Edge

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Andy Busser, president and CEO of Pitcairn, about how the century-old firm has evolved from a single-family office into an RIA serving approximately 150 families and overseeing roughly $12 billion on their behalf. Andy shares how Pitcairn combines investment management with trust, tax, accounting, insurance, family education and governance services to support families across generations. He also explains why the firm prior

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Matt Adams, chief executive officer and managing partner at Mission Wealth, about how the firm has grown into a national RIA managing $17.5 billion while continuing to prioritize client service and culture. Matt shares how Mission Wealth combines organic growth, referral programs, digital marketing and carefully selected mergers and integrations while maintaining a relatively low client-to-advisor ratio. He also explains h

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Mike LaMena, CEO of Wealthspire, about how the firm is bringing together private wealth, institutional advisory, retirement services and family office capabilities as it continues to grow. Mike shares how Wealthspire structures advisor teams around deeper client relationships, uses a “cross-solving” approach to connect needs across different parts of the firm, and invests in areas such as trust, estate planning, tax and te

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Ralph Haberli, CEO of Edelman Financial Engines, about how the firm connects workplace retirement relationships with broader wealth planning and continues to grow at scale. Ralph shares how retirement plan participants can develop into long-term planning clients, why the firm has made planner ownership a priority, and how recruiting and M&A fit into its growth strategy. He also explains how Edelman Financial Engines is usi

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Kristen Bauer, CEO of Laird Norton Wetherby, about the firm’s approach to serving multigenerational families while managing about $18 billion in assets across six offices and two trust companies. Kristen explains how the firm evaluates growth based on its impact on clients, employees and owners, rather than pursuing scale alone. She also shares how trust services, impact investing, advisor development, employee ownership a

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Gregg George, founder and managing director of Crescent Grove Advisors, about how the firm grew to approximately $6 billion without acquisitions, outside investors or debt. Gregg shares how the firm builds relationships with executives and business owners before major liquidity events, maintains a low advisor-to-client ratio and develops a talent pipeline internally. He also explains how Crescent Grove protects its culture