Meet the RIA

Asset TV
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Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.

  1. 15 APR

    Meet The RIA: Brighton Jones

    Carley Dillon of Brighton Jones shares how the firm’s “Personal CFO” approach goes beyond investments to deliver integrated wealth management across clients’ entire balance sheets. She discusses the firm’s nationwide expansion plans, business lines including women’s wealth and family office services, and how Brighton Jones is preparing for the $124 trillion great wealth transfer.

    6 min

  2. 10 APR

    Meet the RIA: Halbert Hargrove

    JC Abusaid, CEO and President of Halbert Hargrove, reflects on the firm’s evolution from a small practice in the 1980s to a more strategic, growth-oriented RIA focused on long-term sustainability. He shares how turning down an acquisition offer became a defining moment—sparking a renewed commitment to succession planning, culture, and building a firm designed for the future.

    8 min
  3. Meet the RIA: Savant Wealth Management

    7 APR

    Meet the RIA: Savant Wealth Management

    Brent Brodeski, Founder and CEO of Savant Wealth Management, outlines how Savant’s hybrid ownership and integration model is designed to provide long-term stability, alignment, and succession solutions for RIAs. He explains how the firm differentiates itself from traditional private equity-backed buyers by emphasizing shared ownership, cultural integration, and a sustainable path forward for founders, employees, and clients alike.

    13 min
  4. Meet the RIA: Beacon Pointe

    18 MAR

    Meet the RIA: Beacon Pointe

    Courtney Hutchinson, Partner and Managing Director at Beacon Pointe Advisors, discusses her transition to the firm and the key considerations behind the move. She shares how she evaluated the right partner, how her leadership role evolved through the process, and how the integration has progressed since joining Beacon Pointe.

    6 min

  5. 27 FEB

    Meet the RIA: Private Vista

    Jim Weil, Managing Partner at Private Vista, shares how the firm’s culture and core values shape the client experience, outlines how he monitors key risks, and discusses the most significant trends emerging in the RIA space. He also explains how Private Vista is leveraging technology and innovation to enhance its practice—while preserving the personalized service that clients expect.

    5 min

  6. 18 FEB

    Meet the RIA: Mesirow

    Brian Price, CEO of Mesirow, discusses how the firm’s independent, employee-owned structure shapes long-term decision-making and aligns the business with client outcomes. He also shares how Mesirow’s integrated investment management, capital markets, and advisory platform works together to deliver value, while highlighting the firm’s focus on culture, talent development, and positioning for the industry’s next major shifts.

    7 min

  7. 2 FEB

    Meet The RIA: SeaCrest Wealth Management

    Robert R. Sayler, Wealth Advisor, and Ronald Lenihan, Managing Partner at SeaCrest Wealth Management, discuss what differentiates the firm in today’s competitive RIA landscape. They share how SeaCrest supports advisors nationwide while preserving true independence, what flexibility looks like in practice, and why advisors are choosing the firm as a long-term growth partner amid industry consolidation.

    10 min

  8. 30 JAN

    Meet the RIA: Johnson Financial Group

    Jeff Pierce, President of Johnson Wealth at Johnson Financial Group, shares his long-term vision for the firm and what sets its family-owned model apart from large national competitors and digital platforms.

    9 min
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About

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.

Information

  • Creator
    Asset TV
  • Years Active
    2020 - 2026
  • Episodes
    106
  • Rating
    Clean
  • Copyright
    © 2023 Asset TV Inc
  • Show Website
    Meet the RIA