Maggie Rapplean

Partner at Moneta Group (an RIA) who oversees approximately $250 million in AUM across about 108 client households; shared her career journey from a wirehouse to RIA partnership, succession transactions, and building a growing advisory team.

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Nov 4, 2025 • 1h 27min

Ep 462: Making The Tough Decision To Change Firms To Find The Path To Equity Ownership You're Seeking with Maggie Rapplean

Maggie Rapplean, a Partner at Moneta Group with $250 million in AUM, shares her transformative journey from a wirehouse to finding equity ownership in an RIA. She discusses the courage needed to change firms, the importance of having a clear path to partnership, and how redoing financial plans enhanced client retention. Maggie explains her successful acquisition of a retiring advisor's book and the warm handoff process that built trust. She also reflects on work-life balance, the freedom ownership brings, and strategic growth plans for her advisory team.

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