Advisors Off Script

From Edward Jones to $2 Billion: How Cedarwood is Proving What's Possible in Independence with Dylan Ripley and Todd Vincent

Shelby Nicholl Season 3 Episode 3

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0:00 | 33:45

You may have seen the headlines: the largest advisor group to ever exit Edward Jones — nine advisors, nearly $1 billion in AUM, and a bold move to independence.

This group embodies something we see again and again: when advisors succeed in a captive environment, they often thrive — wildly — in independence.

In this episode, host Shelby Nicholl sits down with Dylan Ripley and Todd Vincent, co-founders of Cedarwood Financial Partners, to talk about what happened after the breakaway.  They share how they built a fast-growing $2 billion firm, how they thinking about scale, culture, and long-term durability — and a few raw lessons from their group’s newsworthy exit. 

In this episode:

  • What it takes to build a 100-year firm
  • The cultural glue behind a thriving advisor team
  • Lessons learned from rapid growth
  • Why the real story begins after the breakaway

If you’re building, leading, or even imagining what your next chapter could be, this conversation is a powerful look at what’s possible in independence.

Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

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