Viewpoints

'Trying to not do damage and get in the way': How RIA CEOs navigate a maturing industry

Alan Walsh, Ian Wenik, Lawrence Lever / Mar 07, 2025
In the inaugural Citywire RIA CEO Summit, three top wealth management executives reveal what's on (and off) their plates now as their businesses have grown.
If you’re a regular reader of this website, then you know the explosive rise of institutional investment in the RIA industry is far from a secret.
But what does it mean for the people at the top of the wealth managers which have suddenly become worth hundreds of millions (or billions) of dollars?
In the inaugural Citywire RIA CEO Summit, Citywire RIA editor Ian Wenik and Citywire founder and chairman Lawrence Lever had a wide-ranging discussion with three top RIA executives: Focus Partners Wealth CEO Adam Birenbaum, Merit Financial Advisors president Kay Lynn Mayhue and Cerity Partners head of partner development Claire O’Keefe.
In the first of a series of five videos, Wenik and Lever ask how these executives’ roles have changed.
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