The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA.

Episode metadata supplied by the publisher feed · Published Jul 10, 2025

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The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution

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