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 …
In this episode of the RIA Edge Podcast, host David Armstrong sits down with Marty Bicknell, president and CEO of Mariner Wealth Advisors, to discuss how the firm has grown into one of the biggest RIAs in the country. Marty shares how Mariner approaches acquisitions with a strong focus on culture, builds in-house capabilities across …
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Randy Morris, founder and CEO of Summit Wealth Group, about the firm’s transition from a long-standing broker/dealer affiliate to launch its own independent RIA platform. He explains how the decision was shaped by a desire for greater autonomy, improved client experience and …
In this episode of the RIA Edge podcast, host David Armstrong speaks with Phil Fiore, co-founder and CEO of Procyon, about how he and his team transitioned from a wirehouse environment to build a fast-growing independent firm. He shares how that growth has been driven by a commitment to delivering fully integrated client services, a …
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Oliver Cross, founding partner, senior advisor and head of growth at Verum Partners, about the firm’s path from a breakaway team to a rapidly growing independent RIA managing over $1 billion. He shares how early growth was driven by focusing on a …
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Stephen Rigali, executive managing director at Kayne Anderson Rudnick, about the firm’s evolution from a family office into a $55 billion platform and how it has approached growth with intention over four decades. He shares how the firm prioritizes organic expansion, structured …
In this episode of the RIA Edge Podcast, host David Armstrong interviews Peter Mallouk, president and CEO of Creative Planning, about his journey from leading a small company with 30 clients to becoming one of the largest independent wealth management firms in the United States. He talks about how that growth was fueled by a …
What does it really take to grow an advisory firm without losing control of culture or client experience? Growth can look attractive from the outside, but building something sustainable requires discipline, structure and long-term thinking. In this episode of the RIA Edge Podcast, host David Armstrong interviews JC Abusaid, president and CEO of Halbert Hargrove, …
Modern advisory firms are being reshaped by technology, changing client expectations and the need for deeper personalization. How do firms scale while keeping the advisor-client relationship at the center? What role does technology really play in growth without replacing the human element? In this episode, host David Armstrong speaks with Alex Farman-Farmaian, CEO of Compound …