While the RIA channel has been growing at a steady clip for years, a handful of firms have grown at an accelerated rate and are now responsible for the lion’s share of assets and clients in the industry.
Wealthspire Advisors has been one of the fastest growing RIAs in the business, and CEO Mike LaMena sat down with Informa Connect Managing Director Mark Bruno to discuss the firm’s success, strategies and future plans. Specifically, in this Episode of RIA Edge, Mark and Mike discuss:
- Wealthspire’s history of M&A and growth
- Wealthspire’s ideal acquisition target and how it evaluates opportunities
- The recent acquisition StratWealth
- How Wealthspire has approached marketing and new client acquisition – and driven industry leading organic growth rates
If you’re interested in continuing the RIA Edge discussion, don’t miss out on our next big event this coming June, at the Diplomat. Registration is now open!