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08:38
Meet the RIA: Ballentine Partners
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.
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06:51
Meet the RIA: Performance Wealth
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.
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09:17
Meet the RIA: Elm Wealth
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.
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13:35
Meet the RIA: Summit Trail Advisors
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.
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06:51
Meet the RIA: Bordeaux Wealth Advisors
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.
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12:10
Meet the RIA: XML Financial Group
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.
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13:40
Meet the RIA: LVW Advisors
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.
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10:37
Meet the RIA: Mercer Global Advisors
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.
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08:54
Meet the RIA: Integrated Partners
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.
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07:46
Meet the RIA: Creative Planning
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.
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07:08
Meet the RIA: Kovitz Investment Group
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.
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07:37
Meet the RIA: Johnson Investment Counsel
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.
