Meet the RIA: Bartlett Wealth Management
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 management firms, how she is engaging with talent across all levels of Bartlett.
Meet the RIA: Evolv Family Wealth
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 explains what pain points that Evolv intends to solve for advisors looking to leave the wirehouses.
Meet the RIA: Beacon Pointe Advisors
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 what’s been key to Beacon Pointe’s success over the past two decades.
Meet the RIA: Hightower Advisors
Hightower 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 with talent across all levels of Hightower, and where he sees the RIA industry headed in the coming years.
Meet the RIA: CI RegentAtlantic Private Wealth
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 Lisa Neira, CFP® share how their firm is serving this community, important considerations when working with LGBTQ+ clients, and ways that RIAs can improve on equity and inclusion.
Meet the RIA: Alera Group
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 acquisitions, what makes Alera Group stand out, and how the RIA reacts to challenging markets.
Meet the RIA: Wealthspire Advisors
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, how he ensures that the company is expanding its service to meet clients' increasing needs, and where he sees the industry moving in the years to come
Meet the RIA: Sanctuary Wealth
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 investment to use, and how the hybrid RIA has achieved so much growth, partnering with 79 firms in 26 states across the country.
Meet The RIA - Sweet Financial
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 includes a dream wall and freshly baked cookies daily. She also discusses their three target niches, accomplishments, and future goals.
Remain Thoughtful and Keep the Longer-term Victory in Mind for the RIA Hybrid Future
From skepticism to validation and now convergence, Jim Gold, CEO of Steward Partners Global Advisory discusses the evolution of the wealth management industry while sharing insights into company uniqueness, partnership structure and maintaining an optimistic mindset in the face of investment obstacles.
Patience, Humility & Discipline Are Key to Long-Term Success, Says Top RIA
Bartlett Wealth Management has been consistently ranked a "Top 100 RIA" by Barron's. CEO Jim Hagerty, CFA shares critical financial planning and investment management considerations, Bartlett’s approach to investing during volatile times, and what we can learn from history about times of geopolitical crisis.
Outwork Your Competition, Be a Student & Never Forget Your Humility
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 what he sees as the biggest gap for families in receiving financial advice.