RIA Edge
David Armstrong
RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.
Episodes
Mentioned books
Apr 29, 2025 • 51min
RIA Edge Podcast: The Power of Specialization with Andrew Leonard
In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how the firm has rapidly grown to over $1 billion in AUM since Leonard founded it by catering to a specific client niche: executives working inside large consulting firms like McKinsey, Bain, … Read More Read More
Apr 25, 2025 • 41min
RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto
What makes a financial advisory firm truly sustainable in the competitive world of wealth management? Join David Armstrong as he engages with Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, on the firm’s distinctive growth journey and his roadmap for future growth. Mark offers insights into cultivating a culture of broad ownership, … Read More Read More
Mar 25, 2025 • 29min
RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025
Snowden Lane entered 2025 on a high note. The firm had an active recruiting year, expanding its national footprint and posting record profitability and revenue with approximately $12 billion in AUM. Yet the highlight for CEO Robert Mooney was the decision to buy back a significant portion of the firm’s equity from its original financial … Read More Read More
4 snips
Mar 11, 2025 • 37min
RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin
In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew … Read More Read More
Feb 27, 2025 • 34min
RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty
In this episode of the RIA Edge Podcast, host David Armstrong interviews David Hefty, founder and CEO of $3.4 billion AUM Credent Wealth Management. Hefty narrowly escaped pursuing a career trading commodities on the floor of the Chicago Board of Trade, and instead started an independent wealth management firm shortly after college. But it wasn’t … Read More Read More
Feb 11, 2025 • 32min
RIA Edge Podcast: Redefining Growth in Wealth Management
David Armstrong talks with Jim Gold, CEO of Steward Partners, about the firm’s growth trajectory. Steward Partners, originally founded by wirehouse breakaways, has cultivated a unique approach by tapping experienced advisors with the independence of RIAs. With over $40 billion in assets, Jim shares insights into their robust M&A strategy and the importance of succession … Read More Read More
Jan 28, 2025 • 40min
RIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track
In this episode, host David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, sits down with Michael Nathanson, CEO of Focus Financial Partners, to discuss Focus’ pulling out of the public markets in favor of private equity partners, their recent rebranding and the team’s hub consolidation strategy. Michael … Read More Read More
Jan 21, 2025 • 32min
RIA Edge Podcast: Integrated Partners’ Andree Mohr on Sophisticated Financial Planning and the ‘Ceiling of Complexity’ That Holds Some RIAs Back
Live at the recent MarketCounsell Summit in Las Vegas, David Armstrong chats with Andree Mohr, president of Integrated Partners, a unique advisory platform assisting entrepreneurial advisors in scaling their businesses through strategic CPA partnerships. Mohr covers Integrated’s origin story and the dynamics of integrating wealth management services into accounting firms. The discussion highlights the importance … Read More Read More
Dec 17, 2024 • 38min
RIA Edge Podcast: Sustainable Wealth Management Firms with Jennifer des Groseilliers
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, speaks with Jennifer des Groseilliers, CEO of The Mather Group. The conversation took place live during Schwab’s recent IMPACT Conference in San Francisco. Jennifer was recently appointed head of the $14 billion AUM firm, though she is … Read More Read More
Nov 26, 2024 • 32min
RIA Edge Podcast: Turning Clients into Fans, and Designing Sustainable Growth, with Wealthstream Advisors’ Michael Goodman
Recorded live at the Schwab Impact Conference in San Francisco, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Michael Goodman, founder, and leader of RIA Wealthstream Advisors, an RIA Edge 100 firm, to explore how he thinks about sustainable growth and client service in wealth management. They delve into Goodman’s … Read More Read More
