For decades, wealth management was defined by proximity.
Advisors, Families, relationships built on continuity. The industry scaled slowly because wealth is personal, and stewardship doesn’t lend itself easily to industrial logic.
That assumption is now breaking.
Over the past five years, the Registered Investment Advisor (RIA) industry has entered what has been described as a golden era of deal-making—one driven not by product innovation, but by ownership change. Wealth management is being scaled, with Private Equity-backed equity “roll-ups”.
In the latest Investology episode, we’re discussing the intricacies and implications of this industry trend with Andrew D. Mirolli, CEPA, the co-founder of BuyAUM.com - Growth Partner for RIA Buyers & Sellers.
Enjoy the episode on every podcast platform or YouTube.
About Andrew
At buyAUM.com, I help Registered Investment Advisors (RIAs) scale their practices and safeguard their legacies.For growth-focused firms, I provide access to curated acquisition opportunities tailored to strategic goals. For advisors exploring succession, I offer guidance and connections to ensure their clients and life's work are placed in trusted hands.With nearly a decade of experience supporting advisors nationwide, I understand that every practice carries a legacy worth preserving. That’s why we take a personal, relationship-driven approach, helping both buyers and sellers find the right fit for their future.
Link: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/
About the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on podcast platforms, or watch on YouTube.
An episode produced by Orama (orama.tv):
Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.
About the Host:
George Aliferis, CAIA, is the founder of Orama. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.
LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/
