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.

RIA Edge
Claim This Podcastby David Armstrong
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Podcast Overview
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.
Language
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Publishing Since
7/13/2021
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Recent Episodes

June 9, 2026
RIA Edge Podcast: How WealthCrossing Grew From an EY Spinout to a $1.5B RIA
Host David Armstrong interviews Andrea Broughton, CEO and founder of WealthCrossing, about the firm's strategic growth from an EY spinout to a $1.5 billion RIA.

May 26, 2026
RIA Edge Podcast: Building a Full-Service Financial Firm with Marty Bicknell
Host David Armstrong interviews Marty Bicknell, CEO of Mariner Wealth Advisors, about building a full-service RIA through strategic acquisitions and integrated services.

May 12, 2026
RIA Edge Podcast: Building ‘Summit 2.0’ with Randy Morris
Host David Armstrong interviews Randy Morris, CEO of Summit Wealth Group, about the firm's strategic transition to an independent RIA platform and its future growth plans.
115 total episodes available with 14 transcripts
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Frequently asked questions
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- What is RIA Edge?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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