Thought leadership, news and insights from top industry talent.

NEWS

  • Aspen Standard Wealth Acquires $1 Billion AUM RIA BlueSky Wealth Advisors

    March 3, 2026

    NEW YORK – March 3, 2026 –Aspen Standard Wealth, LLC (“Aspen”), a permanent home for successful independent RIAs,...

  • Aspen Standard Wealth Names Kevin DiSano as President

    February 24, 2026

    NEW YORK – Feb. 24, 2026 –Aspen Standard Wealth, LLC (“Aspen”), a permanent home for successful independent RIAs,...

  • Aspen Standard Wealth Acquires MG Financial, a $1.1 Billion AUM RIA Based in Boston

    August 6, 2025

    MG Financial is the fourth RIA that Aspen has acquired since launching in 2024. NEW YORK – Aug....

  • Aspen Standard Wealth Acquires SKY Investment Group, an $880 Million AUM RIA in Hartford

    July 9, 2025

    Aspen creates permanent partnerships by investing in the long-term growth of successful RIAs NEW YORK – July 9,...

INSIGHTS

  • RIA Leaders: Why Professional Growth Leadership Should Be a Key Part of Your Succession Plan

    May 26, 2026

    By Justin Wells, Head of Operations Most RIAs have little in the way of a formal, documented succession...

  • Organic Growth Is a System, Not an Outcome: What RIA Founders Should Look for in a Strategic Partner

    May 19, 2026

    By Kevin DiSano, President of Aspen Standard Wealth Most RIA aggregators struggle to preserve what made their acquisitions...

  • RIA Leaders: Are You Ready to Sell? Four Steps to Take First

    April 14, 2026

    By Abhisek Sahoo, Director of M&A and Investing, Aspen Standard Wealth When the time comes to consider an...

  • Choosing the Right Partner for Your Life’s Work: Lessons from the Frontlines of an RIA Deal

    March 24, 2026

    By James Van de Voorde, Partner and Regional Director, Summitry Like many other RIA leaders, you have worked...