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The Tony Sirianni Podcast

Tony Sirianni
Artificial Intelligence
Advisorhub
Wealth Management
Raymond James
Independent Wealth Management
Financial Services
Mergers and Acquisitions
Private Equity
Wealth Transfer
Ann Partners
Dynasty Financial Partners
Independent Financial Advisory
Private Credit
Father
Interactive Brokers
Osaic
Farther
Edward Jones
DA Davidson Trust
Merchant

Tony Sirianni discusses the financial advising industry with experts in the field.

PublishesWeeklyEpisodes50Founded7 years ago
Number of ListenersCategories
CareersBusiness

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Artwork for The Tony Sirianni Podcast

Latest Episodes

This week, AdvisorHub’s CEO, Tony Sirianni talks with Bill Crager, Founder & CEO of Field. The two discuss data being the infrastructure of the future, unlocking scale, speed and efficiency for the advisor, utilizing AI’s functionality, and how money... more

This week, AdvisorHub’s CEO, Tony Sirianni talks with David Karr, Chairman of Equitable Advisors. The two discuss scaling a firm and maintaining culture, cultivating advisor engagement, the impact an advisor can have on clients’ lives, learning to le... more

This week, AdvisorHub’s CEO, Tony Sirianni talks with Greg Bruce, President of RIA and Custody Services at Raymond James. The two discuss maintaining an alignment with Raymond James culture, building culture in the custodial space, creating a harmoni... more

This week, AdvisorHub’s CEO, Tony Sirianni talks with Merritt Point Wealth Advisors’ Founder & Executive Chairman, Ross Bauer. The two discuss advisors looking for supported independence, how firms adapt to the new marketplace and keep culture at sca... more

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Recent Guests

Bill Crager
CEO of Field
Field
Episode: From Envestnet to Field: Bill Crager on Data, AI and the Future of Advice
Dave Karr
Chairman of Equitable Advisors
Equitable Advisors
Episode: Tony Sirianni with David Karr, Chairman of Equitable Advisors
Greg Bruce
President of RIA and Custody at Raymond James
Raymond James
Episode: Tony Sirianni with Greg Bruce, President of RIA and Custody Services at Raymond James
Ross Bauer
Founder and Executive Chairman, Merritt Point Wealth Management
Merritt Point Wealth Management
Episode: Tony Sirianni with Merritt Point Wealth Advisors’ Founder & Executive Chairman Ross Bauer
Ron Kruszewski
Chairman and CEO of Stifel Financial Corp.
Stifel Financial Corp.
Episode: A Conversation Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp.
Adam Malamed
CEO of Sanctuary Wealth
Sanctuary Wealth
Episode: A Conversation with Adam Malamed — CEO of Sanctuary Wealth
John Peluso
Executive VP and Partner at Thurston Capital
Thurston Capital
Episode: A Conversation with John Peluso — EVP and Partner at Thurston Capital
Tony Mazzali
CEO of CG Financial
CG Financial
Episode: A Conversation with Tony Mazzali — CEO of CG Financial Services
Kay Lynn Mayhue
President of Merit Financial
Merit Financial
Episode: A Conversation with Kay Lynn Mayhue — President of Merit Financial

Host

Tony Sirianni
Host of the show, CEO and publisher of AdvisorHub (various affiliations across episodes)

Reviews

4.8 out of 5 stars from 8 ratings
  • A Must-Listen for Every Advisor!

    Tony delivers one of the most thoughtful and authentic podcasts in our industry. If you are serious about growing as an advisor, as a leader, or as a business owner, Tony’s podcast should be required listening. It is one of the few places where you can hear real industry veterans discuss the decisions that shaped their success—with honesty, humility, and a genuine desire to elevate the profession.

    Apple Podcasts
    5
    generalvladz
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners highlight practical insights into decisions shaping advisory success.
The show is seen as a rare forum for candid industry perspectives on growth and disruption.
The host is praised for thoughtful, authentic conversations with industry veterans.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

A Conversation with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank
Q: How does Citizens handle the transition for billion-dollar teams joining the platform?
Tom explains the emphasis on listening to the field, leveraging best-in-class operations, and partnering across the corporate bank to ease transitions and support client relationships.
A Conversation with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank
Q: What do advisors respond to—why join Citizens over staying at a larger wire firm or going independent?
The host and Tom discuss independence within a bank setting, highlighting the Goldilocks positioning, access to a robust balance sheet, and the collaborative culture that helps advisors grow faster.
A Conversation with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank
Q: Did I get that right, Tom?
Tom confirms the description of Citizens' niche as an entrepreneurial, balance-sheet-focused platform that blends independence with a supportive infrastructure.
A Conversation with Susie Cranston — CEO of Cresset
Q: Equity, enterprise value, what that means.
Susie explains that equity in Cresset is designed to be a flexible, performance-based instrument where advisors can participate in the firm's growth, with opportunities to receive cash and equity distributions, and where certain tax advantages can apply by treating equity gains as capital gains rather than W-2 income.
Tony Sirianni with Merritt Point Wealth Advisors’ Founder & CEO Jay Andrews and Founder & COO Ross Bauer
Q: How do you see the independent space evolving over the next five years?
The independent space is expected to scale with capital providers and potential IPOs, but it will remain defined by flexibility, equity opportunities, and differentiated support models that fit advisers at different career stages.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About The Tony Sirianni Podcast

What is The Tony Sirianni Podcast about and what kind of topics does it cover?

Across recent episodes, the conversations center on how technology, AI, and platform models reshape financial advising, especially for independent RIAs and multi-platform ecosystems. Themes include scaling firms, equity structures, private equity involvement, and the tension between automation and personalized client service. Guests span chief executives, founders, and industry veterans who share practical insights on culture, governance, succession, and the economics of independence, with practical takeaways on talent, retention, and advisor empowerment. The shows stand out for its candid discussions about long-term value creation, practical implementations of AI in operations, and a clear emphasis on maintaining human-centric client relat... more

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Which podcasts are similar to The Tony Sirianni Podcast?

These podcasts share a similar audience with The Tony Sirianni Podcast:

1. Barron's Advisor
2. Advisor Talk with Frank LaRosa
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Kitces and Carl - Real Talk for Real Financial Advisors
5. The Perfect RIA

How many episodes of The Tony Sirianni Podcast are there?

The Tony Sirianni Podcast launched 7 years ago and published 50 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Tony Sirianni Podcast?

Recent guests on The Tony Sirianni Podcast include:

1. Bill Crager
2. Dave Karr
3. Greg Bruce
4. Ross Bauer
5. Ron Kruszewski
6. Adam Malamed
7. John Peluso
8. Tony Mazzali

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