Podcasts by Meet the RIA

Meet the RIA: Performance Wealth from 2023-11-28T11:05:23

Grace Salvino, Wealth Manager at Performance Wealth, shares more about the RIA’s history, its mission to educate the next generation on finance, and why the firm feels it’s so critical to take a...

Meet the RIA: Elm Wealth from 2023-10-05T13:13:12

Former hedge fund manager Victor Haghani shares the principles he used to found Elm Wealth more than a decade ago. He also discusses the firm’s Dynamic Index Investing® approach, strategy for ke...

Meet the RIA: Summit Trail Advisors from 2023-09-20T09:44:58

Managing Partner Jack Petersen discusses the unique needs of the UHNW client base, his manager selection process and the symbiotic relationship between firm growth and client satisfaction.

Meet the RIA: Bordeaux Wealth Advisors from 2023-07-31T16:09:02

Managing Partner Jon Snare, CFA, CFP explains what Bordeaux Wealth Advisors' values and investment philosophy have in common with high quality french wine. He also shares how the $4 billion RIA ...

Meet the RIA: Steward Partners from 2023-07-24T12:49:40

Steward Partners has grown to $30 billion since its launch in 2013. CEO Jim Gold explains why they feel it’s important to offer equity to everyone at the firm and what’s been key to their succes...

Meet the RIA: LVW Advisors from 2023-06-14T09:39:57

LVW Advisors is a women-led firm that got its start in the institutional space and still has many institutional clients today. CEO and Founder Lori Van Dusen shares more about the RIA’s culture,...

Meet the RIA: XML Financial Group from 2023-06-14T09:37:23

Brett Bernstein, CEO and co-founder of XML Financial Group describes the team’s client-centric approach, the ways that they keep their employees feeling valued, and the secret to their growth si...

Meet the RIA: Mercer Global Advisors from 2023-06-05T10:25

Kara Duckworth, Managing Director of Client Experience at Mercer Advisors, joins us to discuss prioritizing clients, increasing the representation of women in wealth management, and other relate...

Meet The RIA: Integrated Partners from 2023-06-01T10:34:08

Robert Sandrew, Chief Growth Officer at Integrated Partners, discusses the trends that he’s seeing in the RIA M&A world, what he looks for in potential RIA acquisition targets, and the key c...

Meet the RIA: Creative Planning from 2023-06-01T10:32:13

Peter Malek, CEO of Creative Planning, provides insights into their highly successful wealth management strategies, highlighting their personalized approach that has contributed to their remarka...

Meet the RIA: Kovitz Investment Group from 2023-05-10T08:38:17

Chris Nicholson, CFP®, Principal, Senior Wealth Advisor and Director of Wealth Management at Kovitz Investment Group Partners, one of Barron’s top 100 RIAs, discusses how the RIA has gained succ...

Meet the RIA: Johnson Investment Counsel from 2023-04-25T14:11:26

Jason Jackman, CFA, CEO of Johnson Investment Counsel discusses the firm’s inception, which it’s founder, Tim Johnson, Ph.D., described as “a hobby that got outta hand”, and the philosophy and a...

Meet the RIA: Carson Group from 2023-04-21T16:38:11

Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning & Advanced Solutions at Carson Group, shares more about the top RIA’s philosophy and how their approach differs from o...

Meet the RIA: Bartlett Wealth Management from 2023-03-01T13:45:49

Bartlett Wealth Management President Holly Hirt Mazzocca, CFP® reflects on how the firm has found success and grown to $6.9billion in AUM since its founding in 1898. She also shares her strategy...

Meet the RIA: Evolv Family Wealth from 2023-02-01T09:49:37

Nick Kolbenschlag, Managing Director at Evolv Family Wealth, shares what went into the launch of the new RIA platform, its strategy for helping advisors build wealth, and how the personal CFO mo...

Meet the RIA: Beacon Pointe Advisors from 2023-01-12T13:03:30

Beacon Pointe Advisors is the largest female-led RIA in the country and has been consistently ranked one of the top RIAs in the U.S. by Barron's. CEO Shannon Eusey shares what it was like launch...

Meet the RIA: Hightower Advisors from 2022-12-19T15:04:36

Advisors Chairman and CEO Bob Oros reflects on how the firm has found success and grown to $140 billion in AUM since its founding in 2008. He also shares his strategy for finding the best indepe...

Meet the RIA: Johnson Financial Group from 2022-12-01T10:28:54

Johnson Financial Group has a wealth, bank and insurance business and more than $14 billion in assets under administration. Brian Andrew, EVP Wealth and Chief Investment Officer shares growth pl...

Meet the RIA: CI RegentAtlantic Private Wealth from 2022-12-01T10:12:35

Seven out of ten LGBTQ+ Americans report that they would be more comfortable with an advisor who is part of the community or a vocal ally.  RegentAtlantic Wealth Advisors Barbara Bilello and Lis...

Meet the RIA: Wealth Enhancement Group from 2022-12-01T09:46:41

Wealth Enhancement Group® has grown its AUM to $57 billion and is now ranked the #6 RIA Firm in the U.S. by Barron's.  Chief Operating Officer Terri Kallsen, CFP® reveals what's been key to the ...

Meet the RIA: Alera Group from 2022-12-01T09:25:08

Tina Hohman, Executive Vice President, Wealth Services at Alera Group, shares how the firm's "secret sauce" has played a role in its deal-making and growth. She looks at the pipeline for future ...

Meet the RIA: Wealthspire Advisors from 2022-11-30T16:20:23

Wealthspire Advisors has doubled the size of its business over the past three years and grown its AUM to just north of $18 billion. CEO Mike LaMena shares the RIA's different growth strategies, ...

Meet the RIA: Sanctuary Wealth from 2022-08-05T15:30:37

Since its inception four years ago, Sanctuary Wealth has expanded to $25 billion in assets under advisement. CEO Jim Dickson shares the firm's mantra, how it plans to put a recent $175 million i...

Meet the RIA: Sweet Financial from 2022-07-01T06:00

Brittany Anderson, President of Sweet Financial, shares why her team decided to break away from Raymond James to launch their own RIA and foster their own unique client experience, which include...

99-Year-Old Firm on Staying Competitive Through Time from 2022-06-24T09:00

H.F. “Rick” Pitcairn, II, CFA, Chief Investment Officer at Pitcairn, gives an overview of the firm's history, evolution over the past century, and goals moving forward. 

'Know What Environment You Thrive In&Go There,' Says Female-Founded RIA from 2022-05-12T11:29:06

Women, particularly single women, face unique financial challenges and needs. Cathy Curtis, CFP®, Founder and CEO of Curtis Financial Planning, has carved out a niche helping this demographic. S...

Outwork Your Competition, Be a Student&Never Forget Your Humility from 2022-04-01T08:00

Brandywine Oak has grown to $1.5 billion in assets under management since its inception in 2018. Founder and CEO Michael Henley
CFP®, CPWA®, CPRC®, RMA® shares industry advice, tax tips, and ...

The Importance of Adding a Personal Touch to Your Work from 2022-03-22T13:19:44

Larrea Wealth Management CEO Aquiles Larrea Jr., AIF® discusses how he is helping clients navigate their investments as markets feel the volatility from Russia invading Ukraine. He also reflects...

Tax Season Kicks Off from 2022-03-01T07:00

Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group,  shares the do's and don'ts of tax season, how he is thinking about cryptocurrencies as technology, and some of the top quest...

Financial Wellness and the Intersection of Health&Wealth from 2022-02-22T16:13:38

Whealthcare Planning Founder and CEO Chris Heye, PhD discusses how COVID has changed the way people think about the relationship between health and wealth. He also looks at financial wellness an...

Ex-Merrill Team Launches $1.1 Billion RIA with "Fun, Flexible, Casual" Culture from 2022-02-15T09:00

Amplius Wealth Advisors is celebrating is getting ready to celebrate its one year anniversary. Founding Partner & Chief Executive Officer Matthew D. Liebman, CFA®, CRPC®, CAIA® shares what i...

Key 2022 Money Considerations from a Top Advisory Firm from 2022-01-10T15:00:39

The end of the year is an excellent time to review your overall investment portfolio and evaluate your existing asset allocation.  Ross Cohen, CFP® shares important tips for investors who want a...

$5 Billion RIA Reflects on Latest Deal from 2021-12-15T15:43:08

Adding to its list of strategic acquisitions, Arkadios Capital recently bought Investment Architects, which manages about $1.25 billion. CEO David Y. Millican IV says one of the key factors in t...

Growing by Focusing on Individual Investors and Taking Good Care of People from 2021-11-11T13:00

CEO Joseph P. Biondo shares how Biondo Investment Advisors has expanded its RIA business to just under $1 billion in assets under management. He discusses dividend and growth strategies, how the...

M&A Environment Heating Up, Says Johnson Wealth from 2021-09-24T13:00

Chief Investment Officer and President of Johnson Wealth Brian Andrew shares how the firm has carved out a niche advising pilots, family businesses, and other groups. The RIA manages $10 billion...

Everything Is Expensive, Says Barron's Top 10 Independent Advisor from 2021-09-22T11:52:22

Chief Investment Officer Mike Vogelzang reveals that CAPTRUST is taking some of its winnings off the table, but he also warns investors not to get too caught up in the moment, encouraging them t...

Spotlight on Succession Planning with Your Dedicated Fiduciary from 2021-08-23T17:34:11

Wealth Strategist & Founder of Your Dedicated Fiduciary® Vance Barse, AIF® shares what it is like acquiring a practice. He discusses all the M&A activity we have been seeing in the market a...

Ric Edelman on Blockchain, Living to Be 120 Years Old&Retirement Security from 2021-08-19T08:00

Ric Edelman predicts that exponential technologies will eventually cure cancer and other deadly diseases, leading people to live much longer. The Founder of the Barron's #1 RIA, Edelman Financial E...

Be Disciplined and Know What You're Trying to Achieve, Says CEO of Top Advisory Firm from 2021-08-16T15:54:32

It's a competitive environment for buyers, says Mike LaMena, the CEO of Wealthspire Advisors, which has been ranked a top 25 registered investment advisor by Barron's. He discusses the M&A lan...

Advisor Roundtable: Inflation, M&A, Virtual Meetings&Technology from 2021-07-12T09:30:49

Some of the top registered investment advisors in the country gather for a roundtable discussion on inflation, investment trends, mergers & acquisitions, technology, and much more. Speakers: ...

Inflation: The Question of the Month from 2021-07-06T09:23:04

Winthrop Wealth Co-Chief Investment Officer Andrew Murphy, CFA talks about overcoming different challenges over the years, ranging from an office fire to a pandemic. He also explains how inflation ...

Time in the Market, More Important than Timing the Market from 2021-05-24T12:14:23

Bartlett Wealth Management President, Wealth Advisor and Principal Holly Hirt Mazzocca, CFP® describes the firm's investment approach, culture, focus on diversity & inclusion, and growth strategy.

Taxes Are Top of Mind for Investors, Says RIA Founder from 2021-05-17T12:28:18

Your Dedicated Fiduciary® Wealth Strategist & Founder D. Vance Barse, AIF® discusses the #1 concern he is hearing from clients right now: taxes. He also outlines Morningstar's updated categori...

We Need More Women in Financial Services, Says WEG Executive from 2021-04-28T11:27:18

Wealth Enhancement Group's Chief Operations Officer Terri Kallsen shares why she chose a career in financial services and why she hopes more women will choose to do the same. She says it's importa...

RIA Co-Founder Discusses Merger with Mercer Global Advisors from 2021-04-27T10:00

Sr. Client Advisor Cathy Miller opens up about what clients need most from their advisors and some of the biggest industry changes she has seen over the years. Miller is the co-founder of Atlanta F...

Growth Is Not the Goal, It's the Outcome: Johnson Investment Council from 2021-04-01T14:20:18

Johnson Investment Counsel President and CIO Jason Jackman shares why people and culture are crucial to his RIA's success. He also discusses how the firm is using technology, focusing on diversity ...

Beacon Pointe Advisors on M&A, Culture,&Female Leadership from 2021-03-01T12:03:26

CEO Shannon Eusey discusses Beacon Pointe Advisors' focus on culture, M&A and female leadership. She says these factors differentiate the firm, which has been consistently ranked a top RIA by B...

International Assets Advisory CEO: Don't Chase Magic in the Markets from 2021-02-24T16:06:35

International Assets Advisory CEO Ed Cofrancesco shares his holistic approach to fostering strong relationships. With the historic rise of Gamestop, he also warns investors to be weary of "magic" i...

Wealth Enhancement Group: It's About Culture&Helping People from 2021-02-02T15:43:25

Chief Investments and Business Development Officer James Cahn shares the key points driving Wealth Enhancement Group's growth. He also discusses how the top RIA firm is transforming to the digital ...

Stratos Wealth Partners: How Advisors Are Navigating Disruption and Change from 2021-02-02T15:18:18

Stratos Wealth Partners Founder & CEO Jeff Concepcion shares how the Coronavirus crisis has forced firms to innovate, offers his advice for staying engaged, and speculates about the future of c...

Allworth Financial's Investment Philosophy&Acquisition Strategy from 2021-01-19T17:09:40

Scott Hanson discusses his firm's approach to investing, a new philanthropic initiative, and where he sees the industry headed in the next 5-10 years. Hanson is Co-Founder and Co-CEO of Allworth Fi...

Barry Ritholtz: Favorite Takeaways from the Least Favorite Year from 2021-01-08T16:38:14

Ritholtz Wealth Management Chairman & CIO Barry Ritholtz shares what it was like launching his own firm and the lessons he has learned along the way. He also outlines 10 finance phrases to avoi...

Common Investing Mistakes to Avoid in the New Year from 2020-12-11T15:43:34

Joe McCaffrey, Partner and Chief Investment Officer at Salem Investment Counselors, shares his 2021 investment outlook, highlighting different areas of opportunity. He also warns investors about so...

#1 Financial Advisory Firm Shares Biggest Piece of Investment advice from 2020-12-11T15:42:41

David Rea tells investors not to forget this very critical investing principle. He's President of Salem Investment Counselors, which has been ranked the #1 Advisory Firm by CNBC two years in a row.

Mitlin Financial Founder: Technology, Client Needs&Diversity from 2020-11-03T14:10:54

Larry Sprung, Founder and Wealth Advisor at Mitlin Financial, shares how client needs and expectations have changed over the years and how to align investments with goals. He also weighs in on d...

Carson Group Founder: The Power of Positive Energy from 2020-10-19T16:59:55

Carson Group Founder & CEO Ron Carson shares what it was like to be one of the first independent advisors in the space and what he has learned about investing and proving your value over the ye...

#1 RIA Ric Edelman on 2020 Election&COVID-19 from 2020-10-16T15:38:22

Ric Edelman shares how the results of the 2020 Election could impact markets and whether the economy will catch up with the stock market. He's the Founder of Edelman Financial Engines, which has b...

Wealthspire Advisors: Focus on Talent&Culture from 2020-10-14T17:01:59

CEO Mike LaMena shares how talent and culture have led Wealthspire Advisors to be ranked a Top 25 Registered Investment Advisor by Barron's. He also compares organic growth with M&A and explain...

Ritholtz Wealth Management: History of the Tech Rally from 2020-10-01T16:13:47

Since 2015, about two-thirds of the gains in the S&P 500 have been driven by just six stocks, says Ritholtz Wealth Management Chairman & CIO Barry Ritholtz. He shares his research on the bi...

Moneta Group: Outlook for the Rest of 2020 from 2020-10-01T16:08:57

Moneta CIO Bill Hornbarger looks back on the market impact of the COVID-19 crisis and shares his outlook for the rest of 2020. He weighs in on credit spreads, the low-yield environment, presidentia...

Creative Planning: 4 Tips to Build Wealth from 2020-10-01T16:04:04

Peter Mallouk shares some simple tips to help people increase their wealth and get rid of debt. He also shares his thoughts on the future of the financial planning industry and how he is advising p...

Moneta Group from 2020-08-10T12:33:21

Moneta Managing Partner and Chairman of the Board Eric Kittner talks about trends in the RIA space, his greatest piece of advice, and more. Moneta has been ranked the #4 Registered Investment Advis...

Ritholtz Wealth Management from 2020-07-31T12:32:17

Ritholtz Wealth Management Chairman and CIO Barry Ritholtz shares his personal journey as an RIA, why he started managing people's money, and his approach to research, commentary and analysis. Listen

Carson Group from 2020-06-11T08:00

Edelman Financial Engines from 2020-05-21T08:00

Ric Edelman, Founder of the #1 RIA Firm Edelman Financial Engines, discusses stocks and why he thinks there could be more pain to come for markets. Edelman also shares creative ways he is helpin...

Creative Planning from 2020-05-18T08:00

Peter Mallouk discusses how to invest during a bear market, common mistakes people make trying to time a top or a bottom, and potential buying opportunities. He also explains why stocks can be g...

Bahnsen Group from 2020-05-11T08:00

We hear from David Bahnsen, CIO and Managing Partner at the Bahnsen Group, on balancing risks and long-term client goals. The Top 100 Advisor gives his take on the Fed's trajectory, the Saudi oi...