Many advisors pursue independence for greater control. Jason Fertitta pursued it to build an enterprise. Today, Americana manages more than $13B and continues to scale through growth, acquisitions, and strategic capital.
Michael Smith shares how a client-first philosophy, niche specialization, and independence helped Emerald Advisors grow from $385mm to more than $1B in assets.
After three decades at Edward Jones, Ricky Smith realized he wanted more than growth: he wanted ownership. Now, his independent firm is 50% larger than the business he left behind.
Ben Domingue shares why he left UBS after building a $2B business, how advising entrepreneurs pushed him toward ownership, and what changes when you “eat your own home cooking.”
Ryan Guth, Founder of Goldfin Group, talks about moving beyond Edward Jones to build an independent business defined by control, differentiation, entrepreneurial alignment, and how this allows him to serve as a “conductor” to his clients.
Todd Stankiewicz and Joe Castiglie share why leaving Merrill to launch SYKON Capital allowed them to redefine success, expand their toolkit, and combine institutional investing with behavioral insight in service of their clients.
Todd Vincent and Dylan Ripley left Edward Jones to build Cedarwood Financial Partners—then faced a lawsuit that lasted nearly two years. They share how resilience, messaging, and focus helped them rebuild and grow.
Succession doesn’t have to mean slowing down. This episode explores how Tim Krueger and his $1.4B Merrill team rethought succession, liquidity, and legacy to create long-term continuity.
In this replay of an engaging live webinar, four advisors who left Merrill, UBS, Wells, and Morgan Stanley share what tipped the scale, what surprised them, and what they wish they’d known before making a move.
After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.
