From one small firm in 2011 to a national RIA with 36 offices in 2020, Beacon Pointe has experienced tremendous growth within the industry in a short period of time. Beacon Pointes M&A strategy has p

As organizations grow, employees from top-to-bottom need to be aligned and appropriately motivated and recruiting new talent will be essential to driving and creating exponential growth. In this e

Plancorp, a $5.1 billion RIA, has been one of the fastest-growing and most focused firms in the industry. Plancorps growth has been fueled by an unrelenting emphasis on the client experience, and

Not many CEOs of multi-billion dollar RIAs started out as an intern at the firm that they are now running. Even fewer have followed that career path to the top of a $4.4BN RIA that boasts over 70 empl

In recent years, M&A has dominated the RIA industry. But Arnerich Massena is differentas one of the fastest-growing RIAs in the business, starting in 1991 they began achieving growth with a model tha

The leaders of RIA firms have more options than ever before when evaluating growth opportunities in todays market. M&A activity continues at an accelerated pace and technology is allowing advisors

A small, but growing, number of influential independent advisory firms are on the fast track to becoming truly national wealth managers. M&A has been a tool that has allowed regional firms to expand t

While every RIA has its own unique approach to adding new clients and talent, the top-performing firms share some common strategic approaches to accelerating and driving organic and inorganic growth.

For the last decade, strong equity markets have powered a substantial amount of growth for tens of thousands of financial advisors. A handful of firms, however, have cracked the code and created blu

As the independent and RIA channels have grown and become more influential, the challenges and opportunities aligned with running your own businesses have grown significantly in recent years. To bett