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, … <a class="btn btn-default" href="https://riaedge.blubrry.net/2025/04/29/ria-edge-podcast-the-power-of-specialization-with-andrew-leonard/"> Read More Read More</a>

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, … Read More Read More

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, … <a href="https://riaedge.blubrry.net/2025/04/29/ria-edge-podcast-the-power-of-specialization-with-andrew-leonard/" rel="noopener noreferrer"> Read More Read More</a>

RIA Edge Podcast: The Power of Specialization with Andrew Leonard

RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

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RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&amp;A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

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RIA Edge Podcast: The Power of Specialization with Andrew Leonard

RIA Edge Podcast: The Power of Specialization with Andrew Leonard

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