registered-investment-adviser
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The $4 Billion Freedom Bet: How XML Financial Group Built a Wealth Firm by Refusing to Build Alone
XML Financial Group escaped the big-bank playbook, then discovered that independence works better with infrastructure. Its repeatable trick is equal parts personal advice, succession planning and culture-first M&A.
The Richmond Firm That Manages $4.9 Billion by Managing Memory
A former KPMG tax partner built a Richmond multi-family office on a stubborn premise: the hardest part of managing $4.9 billion isn't the portfolio - it's the paperwork, the people and the memory behind it.
The Arkansas Lawyer Who Sold Investors a Number Instead of a Promise
A Fayetteville lawyer stopped selling upside and started selling downside. Cabana's whole pitch is a single, honest number: how much you should expect to lose before you make anything back.
Arca
Arca is trying to make crypto legible to institutions without sanding off what makes blockchain useful. Its bet is that the winning digital-asset manager will look less like a coin casino and more like a disciplined investment firm with programmable plumbing.
Earned
Earned is a New York-based financial services firm built exclusively for doctors, dentists, and their practices. It combines wealth management, tax preparation and planning, accounting, retirement plans, insurance, and legal coordination into a single tax-smart platform, pairing an app and digital tools with fiduciary human advisors. Founded in 2021 and led by former Blucora and Charles Schwab executive John Clendening, Earned has grown through a mix of organic client growth and acquisitions of healthcare-focused financial firms, reaching roughly 20,000 clients and $3.9 billion in assets under management by mid-2026.
Robertson Stephens
Robertson Stephens Wealth Management is an independent, fiduciary registered investment adviser headquartered in San Francisco. Reborn in 2018 from the iconic dot-com-era investment bank, the firm now manages roughly $8 billion in assets for high-net-worth families and institutions across 13 states, blending personalized advisory with a modern digital client interface.