In this episode of the RIA Edge Podcast, host David Armstrong speaks with Jim Dickson, founding partner and CEO of Elevation Point, about the firm’s approach to minority investing and helping independent advisory firms grow while maintaining ownership and control. Jim shares how Elevation Point supports partner firms through technology, private markets, organic growth resources …
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, …
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, …
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 …
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 …
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, …
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 …
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Jason Ozur, co-CEO of Lido Advisors, about the firm’s growth from a six-person team managing roughly $400 million to one of the largest RIAs in the country with nearly $50 billion in assets under management. Jason discusses how a strong focus on …
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Jim Kaufman, managing partner and senior wealth management advisor at OpenArc Corporate Advisory, about leading one of the largest breakaways in the wealth management industry and what the future looks like for the independent firm.. He shares how years of due diligence, …
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Andrea Broughton, CEO and founder of WealthCrossing, about the firm’s growth from an Ernst & Young spinout to a $1.5 billion RIA. Andrea shares how the firm grew through client referrals, built tax planning into its client experience, and recently expanded its …