RIA Edge
David ArmstrongRIA 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 acquis... more
| Publishes | Twice monthly | Episodes | 99 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
Wealthcare Capital Management’s evolution from a software pioneer to a national advisory platform reveals the power of strategic reinvention.
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Matt Regan, president and CEO of ... more
In this episode of the RIA Edge podcast, host David Armstrong speaks with Kay Lynn Mayhue, president of Merit Financial, about the firm’s approach to growth as it reaches $24 billion in assets under management and celebrates its 50th acquisition. May... more
Is true independence possible at scale? In this episode of the RIA Edge podcast, host David Armstrong talks with Concurrent CEO Nate Lenz about how his fast-growing RIA platform is helping advisors stay independent while accessing the scale, capital ... more
Scaling growth isn’t just about getting bigger; it’s about vision, discipline and striking the right balance between legacy and innovation.
So how does a $30 billion-plus RIA navigate the complexities of rapid acquisitions, evolving culture and the ... more
Explosive growth doesn’t happen by accident. It’s fueled by intentional partnerships, strategic resources, and cultural alignment.
In this episode of the RIA Edge Podcast, host David Armstrong sits down with Stan Gregor, CEO of Summit Financial, who... more
James Bogart, founder of Bogart Wealth, has created an organic growth machine, going from $526 million to $3 billion in assets in less than 10 years—client by client, no M&A.
His story shows the benefits of putting in place a strategic, repeatable a... more
It’s not surprising that tech-native firms see the wealth management industry’s high margins and sticky revenue, even with its notoriously disjointed and sometimes subpar tech stacks, and think, “Good business. But it could be better.”
At the recent... more
Join host David Armstrong, fresh off the Wealth Management Edge Conference in Boca Raton, Fla., as he interviews Michael Henley, founder and chief executive officer of Brandywine Oak Private Wealth. Michael talks about the firm’s rapid growth since l... more
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Frequently Asked Questions About RIA Edge
What is RIA Edge about and what kind of topics does it cover?
This podcast focuses on the growth strategies employed by leading Registered Investment Advisors (RIAs) in the wealth management industry. Episodes often feature influential guests who share their experiences and insights on topics such as mergers and acquisitions, organic growth, marketing strategies, and client relationship management. The discussions revolve around how firms have successfully navigated market challenges and adapted to the evolving financial landscape by leveraging innovative practices. Listeners can expect practical advice and case studies from industry leaders that highlight best practices and foster intentional and sustainable growth.
Where can I find podcast stats for RIA Edge?
Rephonic provides a wide range of podcast stats for RIA Edge. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to RIA Edge and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does RIA Edge get?
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What are the audience demographics for RIA Edge?
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How many subscribers and views does RIA Edge have?
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Which podcasts are similar to RIA Edge?
These podcasts share a similar audience with RIA Edge:
1. The Perfect RIA
2. Barron's Advisor
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. RIA+
5. The Efficient Advisor: Tactical Business Advice for Financial Planners
How many episodes of RIA Edge are there?
RIA Edge launched 4 years ago and published 99 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact RIA Edge?
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Where can I see ratings and reviews for RIA Edge?
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What guests have appeared on RIA Edge?
Recent guests on RIA Edge include:
1. John Bunch
2. Stan Gregor
3. James Bogart
4. Taylor Matthews
5. Michael Henley
6. Susie Cranston
7. Chris Erblich
8. Mark DeLotto
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.