Month: July 2026
RIA Edge Podcast: Growing a $6B RIA Without M&A with Gregg George

RIA Edge Podcast: Growing a $6B RIA Without M&A with Gregg George

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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, expands family-office-style services, and uses technology and AI to improve operations while keeping advisors at the center of the client relationship.

Gregg discusses

  • The organic growth drivers that have worked for their firm—and the ones that haven’t. 
  • How the advisors prioritize the future value of a prospect over the immediate assets they bring into the firm
  • How he thinks about client-to-advisor ratios and ensuring growth doesn’t outpace capacity.
  • Why the firm prefers a single point of contact for clients over a team-based approach.
  • Avoiding the culture clash that can come with pursuing outside investment and acquisitions.

Resources:

Connect With David Armstrong:

Connect With Gregg George:

About Our Guest:

As a Founder and Managing Director of Crescent Grove Advisors, Gregg George specializes in working with C-suite executives, entrepreneurs and business owners to coordinate the development and implementation of highly customized financial offerings. In so doing, he advises clients and their families on all aspects of their financial lives in an independent and unbiased manner.

Prior to co-founding Crescent Grove Advisors, Gregg was the Managing Director and a Senior Client Advisor at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Before this, Gregg was an Account Manager with a subsidiary of Goldman Sachs, where he was responsible for advising C-suite executives on their personal financial affairs.

Raised in New York, Gregg is currently licensed to practice law in Massachusetts and Illinois. He received a Master of Law (LL.M) degree in Taxation from Boston University School of Law, a J.D. degree from DePaul University College of Law and a BS in Political Science from Boston College. Gregg is the President of a 501(c)(3) Donor Advised Fund and has served as Chairman of Best Buddies Wisconsin, a not-for profit. He is also a Registered Representative of The Leader’s Group, Member FINRA/SIPC. Gregg and his wife, Laura, reside in Kildeer, Illinois, and have four boys. In his spare time, Gregg loves watching his kids play sports and just have fun growing up.

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RIA Edge Podcast: Scaling an RIA Through Culture, Ownership and Strategic Growth with Jason Ozur

RIA Edge Podcast: Scaling an RIA Through Culture, Ownership and Strategic Growth with Jason Ozur

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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 organic growth, standardized investment processes and client service helped lay the foundation for expansion before the firm accelerated its growth through acquisitions and strategic capital partnerships. He also shares how employee ownership, cultural integration, technology investments and artificial intelligence initiatives are shaping Lido’s future as it continues to expand its capabilities and geographic reach.

Jason shares:

  • Growing Lido from a small advisory firm into a national RIA through organic growth and acquisitions
  • How the firm has built wide-spread employee ownership—including million-dollar-plus equity stakes for over 70 Lido partners. 
  • The importance of investment management, including alternatives, and how unique diversification strategies can enhance a firm’s value to clients. 
  • How Lido’s executives think about handling data to remain as flexible as possible for future tech enhancements. 
  • How he has organized the executive leadership team’s roles and responsibilities—including a second chief executive officer in Ken Stern.

Resources:

Connect With David Armstrong:

Connect With Jason Ozur:

About Our Guest:

Jason Ozur is Co-Chair of Lido’s investment committee. He is responsible for the management of Lido’s alternative investments and is an integral part of the firm’s due diligence on real estate-oriented strategies. 

Education: B.S., California State University at Northridge

Previous Work Highlights: Jason started his career as a CPA performing audits, preparing tax returns, and providing back-office services for numerous hedge funds. In 1999, he joined a large family investment office, where he was on the investment team that managed the family’s substantial investments and served as CFO of its worldwide water conservation company that did business in over 22 countries. He also provided financial oversight as controller of a multi-billion-dollar Los Angeles-based hedge fund.

Personal Facts: Jason takes on a mentorship role to help facilitate a company culture of progression, excellence, and integrity.

 

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