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RIA Edge

RIA Edge

By: David Armstrong
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 RIA 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 acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.Copyright © 2024 RIA Edge All Rights Reserved. Economics
Episodes
  • RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor

    RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor
    Aug 12 2025
    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 shares how his firm has grown from $3 billion to nearly $25 billion in assets since 2020. He …

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    35 mins
  • RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next

    RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next
    Jul 29 2025
    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 and intentional growth program (especially for smaller entrepreneurial advisors) and focusing on a …

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    1 hr
  • RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction

    RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction
    Jul 8 2025
    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 WealthManagement EDGE conference in Boca Raton, Fla., David Armstrong, director of editorial strategy and operations for the …

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    38 mins
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