Meet the RIA

Asset TV
  • 5.0 (31)
  • INVESTING

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. 3D AGO

    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

  2. FEB 2

    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

  3. JAN 30

    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

  4. JAN 21

    Meet the RIA: Veris Wealth Partners

    Roraj Pradhananga, CIMA, CPA, Chief Investment Officer at Veris Wealth Partners, shares the firm’s origins and its long-standing commitment to impact-focused investing. He discusses how Veris evaluates authentic ESG strategies, what themes are shaping the future of impact investing, and how client portfolios are being positioned amid today’s political and economic landscape.

    9 min

  5. 12/22/2025

    Meet the RIA: Ferguson Wellman

    Ralph Cole, CFA®, Director of Research and Portfolio Management at Ferguson Wellman Capital Management, reflects on the firm’s 50-year history, core values, and the lessons learned across market cycles. He discusses what differentiates Ferguson Wellman, how the firm serves ultra-high-net-worth clients, its thoughtful approach to adopting AI, and how it plans to stay on the leading edge as the industry continues to evolve.

    6 min

  6. 12/18/2025

    Meet the RIA: Aspiriant

    Sandi Bragar, CFP®, Chief Client Officer and Partner at Aspiriant, shares how the firm’s independent, employee-owned structure shapes its client-first approach and differentiates it in the wealth management landscape. She also discusses Aspiriant’s perspective on succession planning, growth priorities for the year ahead, and what advisors curious about the firm should know.

    8 min

  7. 12/16/2025

    Meet the RIA: Mission Wealth

    Dannell Stuart, CFP®, President and Partner of Mission Wealth, discusses the firm’s growth to over $13 billion and the strategic expansion of in-house tax and estate planning capabilities to enhance the client experience. He also highlights how Mission Wealth’s leadership, strong female representation, and focus on technology and next-gen talent position the firm to support advisors and deliver optimal outcomes.

    8 min

  8. 12/12/2025

    Meet the RIA: Savvy Wealth

    Savvy Wealth Founder & CEO Ritik Malhotra shares the origin story behind the firm and the industry gap it set out to solve, along with how Savvy’s modern, tech-enabled model differs from a traditional RIA. He walks through how the platform equips advisors with digital tools, operational support, and independence, while still enabling highly personalized planning—especially for next-gen clients who expect both efficiency and customization.

    9 min
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5
out of 5
31 Ratings

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
    101
  • Rating
    Clean
  • Copyright
    © 2023 Asset TV Inc
  • Show Website
    Meet the RIA