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 | 115 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Andrea Broughton, CEO and founder of WealthCrossing, about the firm’s growth from an Ernst & Young spinout to a $1.5 billion RIA. Andrea shares how the firm grew through client... more
In this episode of the RIA Edge Podcast, host David Armstrong sits down with Marty Bicknell, president and CEO of Mariner Wealth Advisors, to discuss how the firm has grown into one of the biggest RIAs in the country.
Marty shares how Mariner appro... more
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Randy Morris, founder and CEO of Summit Wealth Group, about the firm’s transition from a long-standing broker/dealer affiliate to launch its own independent RIA platform.
He ... more
In this episode of the RIA Edge podcast, host David Armstrong speaks with Phil Fiore, co-founder and CEO of Procyon, about how he and his team transitioned from a wirehouse environment to build a fast-growing independent firm.
He shares how that gr... more
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Oliver Cross, founding partner, senior advisor and head of growth at Verum Partners, about the firm’s path from a breakaway team to a rapidly growing independent RIA managing o... more
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Stephen Rigali, executive managing director at Kayne Anderson Rudnick, about the firm’s evolution from a family office into a $55 billion platform and how it has approached gro... more
In this episode of the RIA Edge Podcast, host David Armstrong interviews Peter Mallouk, president and CEO of Creative Planning, about his journey from leading a small company with 30 clients to becoming one of the largest independent wealth managemen... more
What does it really take to grow an advisory firm without losing control of culture or client experience?
Growth can look attractive from the outside, but building something sustainable requires discipline, structure and long-term thinking.
In th... 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 show concentrates on how leading RIAs grow through both mergers and acquisitions and disciplined organic expansion. Across episodes, guests share growth playbooks—from strategic partnerships and integrated technology to branding and client acquisition—touching on how independent platforms scale responsibly while maintaining culture and client focus. The conversations often center on consolidations in the wealth-management space, governance and operating-model design, talent development, and AI-enabled processes. A noteworthy pattern is the emphasis on firm-level strategy—whether through family-office services, platform ecosystems, or multi-office scaling—paired with practical lessons on integration, succession planning, and capital par... more
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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. Barron's Advisor
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. RIA+
5. Talking Wealth
How many episodes of RIA Edge are there?
RIA Edge launched 5 years ago and published 115 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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What guests have appeared on RIA Edge?
Recent guests on RIA Edge include:
1. Marty Bicknell
2. Randy Morris
3. Phil Fiore
4. Oliver Cross
5. Stephen Rigali
6. Peter Mallouk
7. JC Abusaid
8. Alex Farman-Farmaian
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.