Jan. 5, 2026

RIA Collective: Peter Krull | Building an Independent RIA That Aligns With Your Values

RIA Collective: Peter Krull | Building an Independent RIA That Aligns With Your Values
Apple Podcasts podcast player badge
Spotify podcast player badge
YouTube podcast player badge
iHeartRadio podcast player badge
Amazon Music podcast player badge
RSS Feed podcast player badge
PlayerFM podcast player badge
Podcast Addict podcast player badge
Podchaser podcast player badge
Deezer podcast player badge
Apple Podcasts podcast player iconSpotify podcast player iconYouTube podcast player iconiHeartRadio podcast player iconAmazon Music podcast player iconRSS Feed podcast player iconPlayerFM podcast player iconPodcast Addict podcast player iconPodchaser podcast player iconDeezer podcast player icon

What does it really take to build an advisory firm that aligns with your values - and lasts for decades?

In this episode of RIA Collective, host Charlie Van Derven sits down with Peter Krull, Founder of Earth Equity Advisors, to explore the long game of independence, entrepreneurship, and purpose-driven investing.

Peter shares his journey from Merrill Lynch to launching an independent RIA focused on ESG and sustainable investing - long before it became mainstream. Along the way, he breaks down what advisors don’t see coming when they leave large firms, and why building something meaningful almost always takes twice as long as you expect.

Together, Charlie and Peter discuss:

  • Why independence is often a values-driven decision, not just a business one
  • What wirehouse advisors underestimate when making the leap
  • Why most “overnight successes” actually take 10+ years
  • How advisor marketing has fundamentally changed - and what no longer works
  • The role ESG and sustainable investing play in a fiduciary framework
  • Why clarity, patience, and alignment matter more than tactics

This conversation is especially relevant for advisors who feel constrained by their current firm, are considering independence, or want to build a practice that reflects what they truly believe - not just what sells.

🎧 Watch now and subscribe to RIA Collective for conversations that elevate the independent advisor profession.

Connect with Peter Krull

🌐 Website: https://earthequity.com
📘 Book: The Sustainable Investor – https://sustainableinvestorbook.com
🎙 Podcast: Dollars & Change

Connect with Charlie Van Derven

🌐 Social Advisors: https://www.social-advisors.com
💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/

Chapters

00:00 – From wirehouse to independence
03:30 – Why building a firm takes longer than you think
07:45 – The “10-year overnight success” reality
11:20 – ESG, sustainability, and fiduciary responsibility
15:40 – Why old-school advisor marketing no longer works
19:30 – Lessons for advisors considering the leap

#RIACollective #FinancialAdvisors #RIA #IndependentAdvisor #AdvisorGrowth #AdvisorMarketing #ESGInvesting #SustainableInvesting #WealthManagement #PracticeManagement #Entrepreneurship #PeterKrull