Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇿🇦ZA · Investing#132500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
150 to 900🎙 Daily cadence·106 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
500 to 3K🇿🇦100% - Active Followers
Loyal subscribers who consistently listen
200 to 1.2K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 12 epsHosts
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Recent guests
Recent episodes
Meet the RIA: Gresham Partners
Jun 25, 2026
10m 46s
Meet the RIA: Lido Advisors
Jun 23, 2026
6m 11s
Meet the RIA: RFG Advisory
Jun 23, 2026
15m 31s
Meet the RIA: Savvy Wealth
Jun 16, 2026
9m 47s
Meet the RIA: Triad Wealth Partners
Jun 16, 2026
14m 11s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/25/26 | Meet the RIA: Gresham Partners | David Salsburg, Founder, President, and Partner at Gresham Partners, shares the story behind the firm's founding and how they have grown as a trusted advisor to ultra-high-net-worth families. He discusses the challenges clients bring to Gresham, the values that define the firm's culture, and how its 100% employee-owned structure helps align the interests of clients and advisors over the long term. | 10m 46s | ||||||
| 6/23/26 | Meet the RIA: Lido Advisors | Henry Hagenbuch, Senior Managing Director of Mergers & Acquisitions at Lido Advisors, discusses the firm's growth strategy, what differentiates its approach in today's competitive M&A landscape, and the key qualities Lido looks for when evaluating potential partners. He also shares how the firm's culture, philosophy, and long-term vision continue to drive expansion across the wealth management industry. | 6m 11s | ||||||
| 6/23/26 | Meet the RIA: RFG Advisory | RFG Advisory CEO Shannon Spotswood discusses how the firm is helping independent advisors build stronger businesses through technology, investment solutions, and platform support. She shares RFG’s vision for artificial intelligence, including its investment in Zocks and the development of ClickONE, while also highlighting the growing importance of institutional-quality investment capabilities through partnerships like iCapital and Bluemonte. | 15m 31s | ||||||
| 6/16/26 | Meet the RIA: Savvy Wealth | Ritik Malhotra, Founder and CEO of Savvy Wealth, discusses the launch of Savvy Intelligence and explains how an AI-native technology stack helps advisors streamline financial planning, automate complex analysis, and deliver more personalized client service. He also shares early adoption results, the firm’s advisor-driven product development approach, and why AI is designed to enhance—not replace—the advisor-client relationship. | 9m 47s | ||||||
| 6/16/26 | Meet the RIA: Triad Wealth Partners | Triad Wealth Partners' Chief Investment Officer Brent Coggins explains how the firm's planning-first philosophy helps advisors align investments with clients' long-term goals. He also discusses investor behavior, portfolio construction, and what sets Triad's approach apart in a competitive wealth management landscape. | 14m 11s | ||||||
| 6/4/26 | Meet the RIA: Amplius Wealth Advisors✨ | wealth managementRIA growth+3 | Matthew Liebman | Amplius Wealth Partners | — | Amplius Wealth PartnersMatthew Liebman+5 | — | 5m 52s | |
| 6/4/26 | Meet the RIA: DanDarah Wealth Management✨ | retirement income planningestate strategies+3 | Domenick D'Andrea | DanDarah Wealth Management | — | retirementwealth management+3 | — | 9m 32s | |
| 5/29/26 | Meet the RIA: Forum Financial✨ | advisor-owned partnershipclient experience+3 | Jonathan Rogers | Forum Financial | — | Forum Financialadvisor-owned+3 | — | 6m 10s | |
| 5/29/26 | Meet The RIA: Verum Partners✨ | wealth managementrelationship-first culture+5 | Dustin Barr | Verum Partners | — | wealth managementVerum Partners+5 | — | 9m 25s | |
| 5/27/26 | Meet the RIA: Alera Group✨ | leadershipadvisory firms+3 | Jeff Silverman | Alera GroupAlera Wealth | — | Alera GroupJeff Silverman+5 | — | 7m 19s | |
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| 5/22/26 | Meet the RIA: Nucleus Advisors of Hightower Advisors✨ | wealth planningentrepreneurship+3 | Jordan Waxman | Nucleus AdvisorsHightower Advisors | — | wealth planningentrepreneurs+5 | — | 10m 29s | |
| 5/18/26 | Meet the RIA: Your Dedicated Fiduciary✨ | wealth planningfinancial advice+3 | D. Vance Barse | YDF | — | fiduciarywealth planning+4 | — | 7m 06s | |
| 5/15/26 | Meet the RIA: Snowden Lane Partners✨ | wealth managementadvisory relationships+3 | Armando Ureña | Snowden Lane Partners | — | wealth managementhigh-touch advisory+3 | — | 7m 53s | |
| 4/28/26 | Meet the RIA: Merit Financial Advisors✨ | growth strategyM&A approach+3 | Kay Lynn Mayhue | Merit Financial Advisors | — | Merit Financial AdvisorsKay Lynn Mayhue+3 | — | 11m 18s | |
| 4/22/26 | Meet The RIA: MAI Capital✨ | wealth managementretirement planning+3 | Rick Buoncore | MAI Capital | — | wealth managementMAI Capital+5 | — | 11m 18s | |
| 4/15/26 | Meet The RIA: Brighton Jones✨ | wealth managementinvestment strategies+4 | Carley Dillon | Brighton Jones | United States | wealth managementBrighton Jones+5 | — | 6m 26s | |
| 4/10/26 | Meet the RIA: Halbert Hargrove✨ | firm evolutionsuccession planning+3 | JC Abusaid | Halbert Hargrove | — | Halbert HargroveJC Abusaid+5 | — | 8m 13s | |
| 4/7/26 |  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. | 12m 50s | ||||||
| 3/18/26 |  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. | 6m 19s | ||||||
| 2/27/26 | 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. | 5m 10s | ||||||
| 2/18/26 | 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. | 7m 15s | ||||||
| 2/2/26 | 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. | 9m 35s | ||||||
| 1/30/26 | 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. | 8m 54s | ||||||
| 1/21/26 | 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. | 8m 40s | ||||||
| 12/22/25 | 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. | 6m 12s | ||||||
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.