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Meet the RIAEpisodes
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Meet the RIA
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Episodes of Meet the RIA
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Armando A. Ureña, Senior Partner and Managing Director at Snowden Lane Partners, shares more about the firm’s path to becoming a Barron’s Top RIA, its investment approach, and growth trajectory.
In the first two years since its founding in 2022, Callan Family Office grew its AUM organically to $5 billion. CEO Jack Ginter shares more about Callan Family Office’s core values and how the firm is serving its client base of UHNW families an
Jonathan Rogers, CFP®, Co-Managing Partner at Forum Financial, shares more about the firm’s unique partnership structure, how its growth has led it to become a Barron’s Top 100 RIA, and why he describes Forum as “fiercely independent.”
Kay Lynn Mayhue, President of Merit Financial, reflects on the firm's history, client base, path to becoming a top RIA, and multi-faceted growth strategy.
Rose Capital Advisors Founder and Managing Partner Michael Rose shares how his firm is serving high profile athletes, gaining exposure to alternatives, and more.
Rose Capital Advisors Founder and Managing Partner Michael Rose shares how his firm is serving high profile athletes, gaining exposure to alternatives, and more.
Sarat Sethi, CFA, CIC, Managing Partner at Douglas C. Lane & Associates, shares more about the firm’s history, growth over the years, and path to becoming a Baron’s Top 100 RIA.
Brooke May, Managing Partner at Evan's May Wealth, shares the RIA's evolution, equity-focused approach, and commitment to comprehensive financial services. Discover their unique perspective in the financial landscape and the importance of a lon
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 long-term view of investing.
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 keeping fees low, and future ambitions.
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.
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 is helping many tech executives grow their wealth.
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 success. He also paints a picture of the RIA firm of the
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, values, and investment approach.
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 since breaking away from Merrill Lynch and launching
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 related topics. Mercer Advisors has achieved the distinc
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 characteristics that have led to Integrated Partners' s
Peter Malek, CEO of Creative Planning, provides insights into their highly successful wealth management strategies, highlighting their personalized approach that has contributed to their remarkable growth. He shares valuable information on how
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 success and loyalty as a value-oriented investment adv
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 approach allowed it to grow into one of the nation’
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 other firms.
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 for finding the best independent wealth managemen
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 model ultimately benefits the end client. He also ex
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 launching the firm in 2002, the allWEALTH® approach, and
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 independent wealth management firms, how he is engaging
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