Meet the RIA

Holly Hirt Mazzocca, CFP®, President of Bartlett Wealth Management, explains the importance of consistency, sharing more about the firm’s long history and strengths as a top RIA.

CEO Joe Schmuckler shares the history of Cary Street Partners, what he views as instrumental to the team's growth and success over the years as a Barron’s Top 100 RIA, and how they are building on that foundation with a new strategic partnership.

Jason Britton, founder and CIO of Reflection Asset Management, shares his story of breaking away from the wirehouse to launch his own firm that’s grown to $6 billion in AUM and fintech rooted in values-driven investing.

Armando A. Ureña, Senior Partner and Managing Director at Snowden Lane Partners, shares more about the firm’s path to becoming a Barron’s Top RIA, its investment approach, and growth trajectory.

In the first two years since its founding in 2022, Callan Family Office grew its AUM organically to $5 billion. CEO Jack Ginter shares more about Callan Family Office’s core values and how the firm is serving its client base of UHNW families and institutions.

Jonathan Rogers, CFP®, Co-Managing Partner at Forum Financial, shares more about the firm’s unique partnership structure, how its growth has led it to become a Barron’s Top 100 RIA, and why he describes Forum as “fiercely independent.”

Kay Lynn Mayhue, President of Merit Financial, reflects on the firm's history, client base, path to becoming a top RIA, and multi-faceted growth strategy.

Rose Capital Advisors Founder and Managing Partner Michael Rose shares how his firm is serving high profile athletes, gaining exposure to alternatives, and more.

Sarat Sethi, CFA, CIC, Managing Partner at Douglas C. Lane & Associates, shares more about the firm’s history, growth over the years, and path to becoming a Baron’s Top 100 RIA.

Brooke May, Managing Partner at Evan's May Wealth, shares the RIA's evolution, equity-focused approach, and commitment to comprehensive financial services. Discover their unique perspective in the financial landscape and the importance of a long-term investment view.

Grace Salvino, Wealth Manager at Performance Wealth, shares more about the RIA’s history, its mission to educate the next generation on finance, and why the firm feels it’s so critical to take a long-term view of investing.

Former hedge fund manager Victor Haghani shares the principles he used to found Elm Wealth more than a decade ago. He also discusses the firm’s Dynamic Index Investing® approach, strategy for keeping fees low, and future ambitions.

Managing Partner Jack Petersen discusses the unique needs of the UHNW client base, his manager selection process and the symbiotic relationship between firm growth and client satisfaction.

Managing Partner Jon Snare, CFA, CFP explains what Bordeaux Wealth Advisors' values and investment philosophy have in common with high quality french wine. He also shares how the $4 billion RIA is helping many tech executives grow their wealth.

Steward Partners has grown to $30 billion since its launch in 2013. CEO Jim Gold explains why they feel it’s important to offer equity to everyone at the firm and what’s been key to their success. He also paints a picture of the RIA firm of the future and how Steward Partners is trying to stay ahead of the curve.

LVW Advisors is a women-led firm that got its start in the institutional space and still has many institutional clients today. CEO and Founder Lori Van Dusen shares more about the RIA’s culture, values, and investment approach.

Brett Bernstein, CEO and co-founder of XML Financial Group describes the team’s client-centric approach, the ways that they keep their employees feeling valued, and the secret to their growth since breaking away from Merrill Lynch and launching as an independent RIA. He emphasizes the importance of tailored solutions that foster lasting relationships and help clients achieve their goals.

Kara Duckworth, Managing Director of Client Experience at Mercer Advisors, joins us to discuss prioritizing clients, increasing the representation of women in wealth management, and other related topics. Mercer Advisors has achieved the distinction of being ranked among the top 10 RIA's in the country for two consecutive years.

Robert Sandrew, Chief Growth Officer at Integrated Partners, discusses the trends that he’s seeing in the RIA M&A world, what he looks for in potential RIA acquisition targets, and the key characteristics that have led to Integrated Partners' success.

Peter Malek, CEO of Creative Planning, provides insights into their highly successful wealth management strategies, highlighting their personalized approach that has contributed to their remarkable growth. He shares valuable information on how they tailor their services to meet individual client needs, prioritize transparency and collaboration, and leverage technology to deliver exceptional financ...

Chris Nicholson, CFP®, Principal, Senior Wealth Advisor and Director of Wealth Management at Kovitz Investment Group Partners, one of Barron’s top 100 RIAs, discusses how the RIA has gained success and loyalty as a value-oriented investment advisor.

Jason Jackman, CFA, CEO of Johnson Investment Counsel discusses the firm’s inception, which it’s founder, Tim Johnson, Ph. D., described as “a hobby that got outta hand”, and the philosophy and approach allowed it to grow into one of the nation’s largest RIAs managing over $17 billion.

Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning & Advanced Solutions at Carson Group, shares more about the top RIA’s philosophy and how their approach differs from other firms.

Bartlett Wealth Management President Holly Hirt Mazzocca, CFP® reflects on how the firm has found success and grown to $6.9billion in AUM since its founding in 1898. She also shares her strategy for finding the best independent wealth management firms, how she is engaging with talent across all levels of Bartlett.

Nick Kolbenschlag, Managing Director at Evolv Family Wealth, shares what went into the launch of the new RIA platform, its strategy for helping advisors build wealth, and how the personal CFO model ultimately benefits the end client. He also explains what pain points that Evolv intends to solve for advisors looking to leave the wirehouses.