The $1B Organic Growth Playbook: What Top Growers Do Differently

This session looks at three RIAs that crossed $1B in assets without making a single acquisition, and at the growth rates of top-decile firms. It argues that the patterns shared by these firms are simple, and that the difference between them and everyone else is execution rather than strategy. It also sets out where it says most firms stall and what the top growers do instead.

1. Top-decile RIAs are described as growing north of 20% a year, almost entirely organically.
2. The session studies three firms that reached $1B without a single acquisition.
3. The shared patterns among those firms are characterised as surprisingly simple.
4. The session is framed around an execution gap: where most firms stall versus what top growers do.