Pure Financial Advisors: Aligning an Organic Growth Machine with Strategic M&A

About this episode

This episode features a discussion on Pure Financial Advisors' unique approach to blending organic growth with strategic acquisitions.

Pure Financial Advisors is widely recognized across the RIA industry as an organic growth machine. But the firm also closed two significant acquisitions in the first several months of 2025, and has now completed six deals in its history. In this episode, CEO Joe Anderson and CFO Jason Carver talked with Emigrant's Mark Bruno about Pure's M&A strategy, what they look for when evaluating alignment and fit - and ultimately, how Pure is taking a unique approach to blending organic and inorgan...

People in this episode

Host: Mark Bruno

Guests: Joe Anderson, Jason Carver

Topics covered

• M&A strategy
• organic growth
• financial advisory
• business alignment
• acquisitions

Keywords

• Pure Financial Advisors
• M&A
• organic growth
• acquisitions
• business strategy

Mentioned in this episode

Organizations: Pure Financial Advisors, Emigrant

More episodes of RIA+

• Reinventing the Model: Jim Dickson on the Future of Partnership · May 5, 2026 · 32 min
• The “Dangerous Middle” — And How RIAs Can Scale Through It · March 23, 2026 · 57 min
• Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel · February 12, 2026 · 45 min
• The Big Picture: How AI Will Re-Shape the Business of Wealth Management · December 16, 2025 · 54 min
• An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing · October 15, 2025 · 55 min
• The 10% Rule: The New Rule of Organic Growth · August 13, 2025 · 33 min