In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how the firm has rapidly grown to over $1 billion in AUM since Leonard founded it by catering to a specific client niche: executives working inside large consulting firms like McKinsey, Bain, and BCG. 

In fact, many of its advisors, as well as the firm’s chief operating officer, come from those same firms. Geometric Wealth’s advantage is a deep understanding of the internal resources, career paths and investment plans available to its clients, as well as the professional trajectories and personalities of those who work there. By focusing on such a narrow pool of prospects, the firm ironically brings in twice as many referrals as it can onboard annually—a capacity problem, not a growth problem. 

Leonard talks about how the niche focus drives most strategic decisions at the firm. That includes a commitment to 100% remote work, the firm’s business development strategy (and how “marketing” looks very different when focusing on a specific niche) and the commitment to remaining an employee-owned partnership with no outside investor taking ownership.

Leonard also discusses:

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About Our Guest:

Andrew founded Geometric Wealth Advisors in 2015.  He spent the prior eight years as a Partner with Classic Capital, where he served as a Wealth Advisor for high net worth families and individuals.  He sold his stake in Classic to build a firm devoted entirely to serving his peers. Andrew lives in Washington, D.C., with his wife, Shelley, and daughters, Eve and Brooke.

What makes a financial advisory firm truly sustainable in the competitive world of wealth management?

Join David Armstrong as he engages with Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, on the firm’s distinctive growth journey and his roadmap for future growth. Mark offers insights into cultivating a culture of broad ownership, team collaboration, and strategies for organic growth driven by deep expertise in trusts and estate planning, and his ambition for more dealmaking in the RIA space. 

David and Mark discuss:

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About Our Guest:

Mr. DeLotto joined Simon Quick in April 2007 and currently serves as the Partner and Corporate Development Officer, with primary responsibility over the areas of finance and operations. He also oversees human resources, legal, compliance, technology, and infrastructure, and, as a member of the Management Committee, contributes to the firm’s strategic direction, business development, and business planning. He also sits on the firm’s Operating Committee. In early 2013, Mr. DeLotto became an equity partner of Simon Quick.

Mr. DeLotto began his career with Fleet/Quick & Reilly as a Financial Advisor. At the Bank of America Investment Services, he managed and serviced client assets. He earned Series 7, Series 66, and New Jersey Life and Health Insurance Producer Licenses and was selected to partner with a successful team of advisors in 2005.

Prior to joining Simon Quick, Mr. DeLotto supervised, mentored, and coached over forty financial advisors and sales assistants as a licensed market principal at Bank of America Investment Services, Inc.

Mr. DeLotto has a BS in Business Administration with a concentration in Finance from Villanova University School of Business. He is an active member in the Morris/Somerset Chapter of the Villanova Alumni Association and was an active member of The Villanova School of Business and served as a mentor in the Commerce and Finance Counselor program. A graduate of the Delbarton School in Morristown, NJ, he currently serves on the Board of the Alumni Association and is the Co-Chair of the school’s annual fundraising effort. Mark currently sits on the Technology Advisory Board for both Pershing LLC (an affiliate of BNY Mellon) and Fortigent LLC (an affiliate of LPL Financial). Mark sits on the Board of Directors for the ARC of Morris County, an organization dedicated to people affected by intellectual and related developmental disabilities and their families in Morris County.

Snowden Lane entered 2025 on a high note. The firm had an active recruiting year, expanding its national footprint and posting record profitability and revenue with approximately $12 billion in AUM. 

Yet the highlight for CEO Robert Mooney was the decision to buy back a significant portion of the firm’s equity from its original financial backer, Estancia Capital. The firm also broadened ownership to more employees and managers while letting longer-tenured advisor partners cash in some vested chips at “an attractive valuation.” 

Now, 75% of firm ownership is in the hands of managers and employees. Mooney sees the pivot away from outside capital as something to celebrate, particularly as more competitors run toward private equity.  

In this episode of the RIA Edge Podcast, host David Armstrong talks with Mooney about the recent changes at Snowden Lane and how his firm is navigating the shifting dynamics in wealth management. 

Rob shares insights on:

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About Our Guest:

Rob is the Managing Partner and Chief Executive Officer of Snowden Lane. Rob spent 22 years at Merrill Lynch, in New York, Singapore, Hong Kong, and London. He was General Counsel and Chief Business Risk Officer of Global Wealth Management and a member of the GWM Executive and Operating Committees. He previously held senior executive positions in International Private Client and the Asia Pacific Region. Rob started at Merrill Lynch in London (Europe, Middle East, and Africa Region) and before that worked at the U.S. Securities and Exchange Commission. He has a BA from Franklin and Marshall College and a JD from George Washington University. He is Chairman of the Board of Centurion, the oldest organization in the U.S. dedicated to freeing the wrongly convicted, and a founding Board member of the Christina Seix Academy, a residential school for underprivileged inner-city children. He is a former Board Chairman and Board member of the American Red Cross of Central New Jersey

In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew through strategic networking and a commitment to professional management. He emphasizes Wescott’s unique culture, including its B-Corp certification and involvement in the Net Positive Consortium for Wealth Management, as essential elements of its identity, and most important, talent retention.

Key takeaways from this episode include:

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About Our Guest:

Grant Rawdin is the founder and CEO of Wescott.  Wescott grew from the tax, business and estate services he provided to clients at Duane Morris LLP, a venerable AMLaw 100 law firm; Wescott was founded in 1987.  Grant is an attorney, an accountant and a Certified Financial Planner® professional and has served as advisor to many businesses and families.  He is admitted to both the Pennsylvania and New Jersey Bars.

Grant is a graduate of Temple University Beasley School of Law and Temple University, where he received his B.A. in English Literature.  He is the very proud father of four children and resides in Philadelphia, Pennsylvania with his wife, Laura Rawdin.

In this episode of the RIA Edge Podcast, host David Armstrong interviews David Hefty, founder and CEO of $3.4 billion AUM Credent Wealth Management. Hefty narrowly escaped pursuing a career trading commodities on the floor of the Chicago Board of Trade, and instead started an independent wealth management firm shortly after college. But it wasn’t until the past few years that he and his team implemented an aggressive growth strategy, doing over a dozen deals in short order and uniquely being fueled by a relationship with a private credit firm (keeping the undiluted equity in the hands of the advisors). Hefty and his team put the client experience at the forefront of all decisions, and for them, that means full assimilation of onboarded teams into the Credent brand and the workflows. 

Top takeaways from this episode include:

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About Our Guest:

There are few people more passionate about changing financial lives than David Hefty. As Chief Executive Officer, his vision and leadership have built Credent into a firm dedicated to doing what’s best for hardworking Americans, all with the highest standards of transparency.

Believing all Americans should have access to high-quality, independent advice, David is committed to fee-only financial partnerships. He co-founded Hefty Wealth Partners in 2000 and joined Oak Point Financial Group in 2018 to form Credent Wealth Management.

David Armstrong talks with Jim Gold, CEO of Steward Partners, about the firm’s growth trajectory. Steward Partners, originally founded by wirehouse breakaways, has cultivated a unique approach by tapping experienced advisors with the independence of RIAs. With over $40 billion in assets, Jim shares insights into their robust M&A strategy and the importance of succession planning in an aging industry.

The main takeaways include:

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About Our Guest:

Jim Gold serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. He has extensive experience in the Financial Services industry, having held several senior-level roles, most recently as Executive Director at Morgan Stanley. Prior to assuming his current role, Mr. Gold ran the Southern Connecticut Complex, headquartered in Greenwich, Conn. Mr. Gold spent 18 years with Smith Barney, beginning in 1995 as a financial advisor. He went on to hold numerous management positions at the firm, including National Training Officer, Assistant Branch Manager, Branch Manager, and Complex Manager. Mr. Gold received numerous accolades from the firm during his tenure, most recently, he was recognized for his accomplishments in Diversity.

In this episode, host David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, sits down with Michael Nathanson, CEO of Focus Financial Partners, to discuss Focus’ pulling out of the public markets in favor of private equity partners, their recent rebranding and the team’s hub consolidation strategy. 

Michael reveals how Focus is evolving its approach from a consortium of 90 independent firms into efforts to bring at least some of them together under one roof, which, he bets, will pay off in greater efficiencies, a wider set of services for clients and accelerated organic growth. 

Highlights include:

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About Our Guest:

Michael is a highly respected and experienced leader in the wealth management industry. As Chief Executive Officer, he plays a pivotal role in driving organizational change and spearheading a range of firm-wide initiatives. He is relentlessly dedicated to bringing meaning and joy to the lives of clients, his team, and throughout the Focus Partnership, by fostering a culture that values lifelong learning, cultivates innovation, and offers opportunities to live lives full of passion and purpose.

Michael’s passion is reflected in the recognition he has received, having been selected ten times by Barron’s magazine as one of the top 100 independent financial advisors in the nation, included in Worth magazine’s list of the country’s top 250 wealth advisors and recognized as one of ThinkAdvisor’s 2022 LUMINARIES winners for Executive Leadership. He also was selected six times as a “Super Lawyer,” as published in Massachusetts Super Lawyers. During his tenure as Chief Executive Officer and Chair of The Colony Group, he is most proud of the firm being named one of 50 firms as a Best Place To Work for Financial Advisors by InvestmentNews.

Live at the recent MarketCounsell Summit in Las Vegas, David Armstrong chats with Andree Mohr, president of Integrated Partners, a unique advisory platform assisting entrepreneurial advisors in scaling their businesses through strategic CPA partnerships. 

Mohr covers Integrated’s origin story and the dynamics of integrating wealth management services into accounting firms. The discussion highlights the importance of putting the client’s needs first in the business partnerships Integrated pursues and how that can sometimes require humility and adaptability on the part of the advisor. 

 Mohr discusses the technology advancements fueling the “personalization at scale” goal that most growth-minded advisory firms strive for,  and the need for advisors to evolve into “expert coordinators of experts” leveraging partnerships to address complex client needs. 

Highlights from this episode include:

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About Our Guest:

Andree supports growth on many levels as the President of Integrated. In this role, She oversees the day-to-day operations, manages budgets, and drives the firm’s key objectives to ensure the consistent and healthy growth of the organization. A particular passion of hers is helping entrepreneurial-minded financial advisors implement strategic operations that enhance efficiencies, foster practice growth, and bring their business visions to fruition. Through Integrated’s CPA Alliance program, she assists CPA partners in monetizing their most trusted advisor status while simultaneously aiding clients in their financial planning and tax needs.

She is also the co-author of “Center Stage: How to Become the Star of Your Practice” along with Matt Ackermann. The book focuses on operational, team building, and business processing efficiencies to help empower advisors to streamline their practices. The end result: advisors will have a roadmap to grow their business, leave a lasting legacy, and ultimately provide a boutique, concierge, memorable experience for their clients.

Her professional background includes graduating from Northeastern University, with an emphasis on experiential learning. She has been supporting advisors in various capacities for the last 13 years and truly enjoys helping them with their growth endeavors, facilitating business optimization, and ultimately watching them realize their goals.

Rounding out her life involves spending time with her husband and twin daughters, passionately cheering on the New England Patriots, traveling, and supporting charitable causes that are important to her.

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, speaks with Jennifer des Groseilliers, CEO of The Mather Group. The conversation took place live during Schwab’s recent IMPACT Conference in San Francisco. 

Jennifer was recently appointed head of the $14 billion AUM firm, though she is a veteran in financial services, having worked across advisory channels, first at Ameriprise and later at MetLife and MassMutual. She came to The Mather Group just a few years after the firm was acquired by private equity investor the Vistria Group.  

She is leading a firm that has grown rapidly through a number of acquisitions in recent years, with Vistria’s financial backing. The firm currently has some 14 offices around the country, 175 employees and about 4,000 clients. It focuses on financial planning for affluent and HNW individuals, with a minimum account size of $1 million and a family office service model for clients with more than $25 million. 

David and Jennifer discuss:

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About Our Guest:

Jennifer des Groseilliers is the Chief Executive Officer of The Mather Group. Jen cultivates a collaborative culture through inclusive and supportive leadership. Her unwavering commitment to keeping clients at the center of all efforts drives her approach.

Jen’s extensive professional experience includes joining the MetLife Premier Client Group as a Managing Partner in 2013, leading an advisor force of over 160 financial advisors. She later became the CEO of MassMutual Illinois in 2016, and in 2020, after a merger with WestPoint Financial Group, she assumed the role of Partner and Chief Experience Officer, leading various departments including Investments, Compliance, Practice Development, and Financial Planning.

Recorded live at the Schwab Impact Conference in San Francisco, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Michael Goodman, founder, and leader of RIA Wealthstream Advisors, an RIA Edge 100 firm, to explore how he thinks about sustainable growth and client service in wealth management. 

They delve into Goodman’s philosophy and approach behind managing a successful wealth advisory firm and serving clients with meaningful wealth and complex financial needs. Goodman emphasizes the importance of tailored support, from working with full delegators to knowledgeable individuals within financial services.

They discuss:

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About Our Guest:

Michael Goodman, founder of Wealthstream Advisors, is dedicated to fostering lifelong partnerships and helping clients achieve greater financial clarity and peace of mind. Wealthstream Advisors, an independent boutique wealth management firm in New York City, operates as a Registered Investment Advisory firm, providing objective and personalized financial planning and evidence-based investment management while adhering to a fiduciary standard.

Michael emphasizes the importance of tailored financial plans and investment strategies. Through collaboration with Wealthstream Advisors, clients gain enhanced financial knowledge and confidence, empowering them to make informed decisions about managing and growing their wealth.