Meet the RIA: Ballentine Partners 00:08:38 Drew McMorrow, MBA, CFP®, President and CEO of Ballentine Partners, shares more about the firm’s journey to becoming a Barron's top 100 RIA over the past four decades. He explains the firm’s tagline, “A Decidedly Human Approach to Managing Wealth,” and what he thinks families should be focused on right now to make smart decisions about their wealth. Create new playlist Create new playlist Meet the RIA: Evan’s May Wealth 00:05:25 Brooke May, Managing Partner at Evans 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 long-term investment view. Create new playlist Create new playlist Meet the RIA: Performance Wealth 00:06:51 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. Create new playlist Create new playlist Meet the RIA: Elm Wealth 00:09:17 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. Create new playlist Create new playlist Meet the RIA: Summit Trail Advisors 00:13:35 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. Create new playlist Create new playlist Meet the RIA: Bordeaux Wealth Advisors 00:06:51 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. Create new playlist Create new playlist Meet the RIA: XML Financial Group 00:12:10 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 as an independent RIA. He emphasizes the importance of tailored solutions that foster lasting relationships and help clients achieve their goals. Create new playlist Create new playlist Meet the RIA: LVW Advisors 00:13:40 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. Create new playlist Create new playlist Meet the RIA: Mercer Global Advisors 00:10:37 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 distinction of being ranked among the top 10 RIA's in the country for two consecutive years. Create new playlist Create new playlist Meet the RIA: Integrated Partners 00:08:54 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' success. Create new playlist Create new playlist Meet the RIA: Creative Planning 00:07:46 Peter Mallouk, 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 they tailor their services to meet individual client needs, prioritize transparency and collaboration, and leverage technology to deliver exceptional financial outcomes. Create new playlist Create new playlist Meet the RIA: Kovitz Investment Group 00:07:08 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 advisor. Create new playlist Create new playlist Meet the RIA: Johnson Investment Counsel 00:07:37 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’s largest RIAs managing over $17 billion. Create new playlist Create new playlist Meet the RIA: Carson Group 00:07:49 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. Create new playlist Create new playlist Meet the RIA: Bartlett Wealth Management 00:09:06 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. Create new playlist Create new playlist Meet the RIA: Evolv Family Wealth 00:15:53 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. Create new playlist Create new playlist Meet the RIA: Beacon Pointe Advisors 00:14:40 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. Create new playlist Create new playlist Meet the RIA: Hightower Advisors 00:10:57 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. Create new playlist Create new playlist Load More
