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  • RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm

    RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm
    2025/05/27
    In this episode of the RIA Edge Podcast, join host David Armstrong for an insightful conversation with Susie Cranston, president and COO of Cresset, as they explore how the firm rapidly scaled to $65 billion. David and Susie discuss: How Cresset grew out of a family office for the founders, and how the firm defines …

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    35 分
  • RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

    RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs
    2025/05/13
    How can a firm truly put families first in wealth management? Join host David Armstrong as he interviews Chris Erblich, co-founder of TFO Family Office Partners. Chris shares the origin story and evolution of TFO’s three distinct but interconnected entities: a full-service multifamily office in Phoenix, a wealth management firm in Ohio and a South …

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    45 分
  • RIA Edge Podcast: The Power of Specialization with Andrew Leonard

    RIA Edge Podcast: The Power of Specialization with Andrew Leonard
    2025/04/29
    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, …

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    51 分
  • RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto

    RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto
    2025/04/25
    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, …

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    41 分
  • RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025

    RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025
    2025/03/25
    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 …

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    29 分
  • RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

    RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin
    2025/03/11
    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 …

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    37 分
  • RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty

    RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty
    2025/02/27
    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 …

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    34 分
  • RIA Edge Podcast: Redefining Growth in Wealth Management

    RIA Edge Podcast: Redefining Growth in Wealth Management
    2025/02/11
    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 …

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    32 分