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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

May 13 - 16, 2024|The Diplomat Beach Resort, Hollywood, Florida

Winning Strategies for Accelerated Growth

2,000 attendees. 1,000 advisors.
70% of advisors managing assets over $500 million.

Wealth Management EDGE incorporates Inside ETFs+, WealthStack and RIA Edge to power your firm's investment, productivity and growth strategies.

Limited time offer for advisors

First 100 advisors attend Wealth Management EDGE for free by using code "FIRST100ADV" at checkout! But hurry, offer expires Friday Dec. 15th.

The EDGE mission

In the rapidly growing RIA market, there's an incredible need to bring key players together, provide expert guidance on enabling their next wave of growth, and help advisors meet the demands of today's clients, who want more sophisticated wealth management and financial planning services, as well as a higher-touch, higher-quality experience overall.

Wealth Management EDGE is the solution: Exclusive content, experiences and networking opportunities to help elite advisors and industry leaders build world-class wealth management firms.

Powering Investment, Productivity and Growth

Wealth Management EDGE has been designed to strategically align three industry-leading brands.

By incorporating Inside ETFs+, WealthStack and RIA Edge together, Wealth Management EDGE will provide advisors with efficient access to the most sought-after experts, thought leaders and researchers in investing, technology and practice management.

Over the course of a single week, our event will provide real-world solutions to improve advisors’ investment management, technology and practice management. Ultimately giving attendees the “EDGE” to power the future growth of their firms.


Access new investment strategy, product and portfolio construction ideas and meet hundreds of ETF-centric advisors, issuers and influencers.


Meet a new generation of growth-oriented advisors embracing technology to grow their business and the wealthtech innovators paving the way. 


Join the fastest-growing RIAs and the most influential voices in the RIA ecosystem while fine-tuning or developing your M&A, succession planning, compensation, human capital and leadership strategies. 

The largest gathering of senior financial advisors and leaders of advisory firms looking to accelerate the growth of their business

Real-world solutions

The cornerstones of the content at Wealth Management EDGE are investing, technology and advice, reflecting the ‘day-in-the-life' activities of advisors.

Investing – grow and thrive in headwinds of global market forces

Technology – optimize planning, production, sales, marketing, investment analytics, and regulatory compliance and stay ahead of the needs and expectations of your clients

Advice – attract, engage and retain top talent, differentiate your business and keep pace amidst constant change, prepare your practice to thrive in the future and grow as a leader

Inspirational thought leadership

Wealth Management EDGE invites leaders, innovators and influencers from across investment management, WealthTech, practice management and beyond to deliver insights to inspire the wealth management industry's next wave of growth.

Visionaries who spoke at EDGE 2023 included Sallie Krawcheck, an innovator on intentional investing; Jeff Dekko, a trailblazer on RIA growth, leadership and performance; Jamal Mashburn, the triple threat, an NBA All-Star athlete, business owner and strategist; and Tom Ricketts, Chairman of InspereX and Executive Chairman of the Chicago Cubs.

High-impact networking

Wealth Management EDGE creates an invaluable opportunity to meet with your peers. Connect with 2,000+ senior wealth management thought leaders and decision makers including 150+ CEOs and managing partners from RIAs, broker dealers, trust companies, institutional investors, family offices, asset managers, investment banks, ETF issuers, asset servicers, tech vendors, index providers and more! 

We help you meet the right people through networking receptions, happy hours, and our event app, ConnectMe enables you to book meetings with other attendees ahead of the event.

70% of advisors who attended in 2023 manage over $500 million in assets.

New ways to engage

Wealth Management EDGE introduces new formats to provide firm leaders with unmatched outcome-oriented learning and networking opportunities.

  • Contribute to the thought leadership driving the next wave of growth in wealth management at our Think Tanks
  • Drop into the Innovation Station to efficiently demo, review and compare multiple tech solutions
  • And more to come…

Bring your entire C-suite and save

Through Wealth Management EDGE, we're bringing the top investment, operations, practice management and technology leaders from the most influential and fastest-growing wealth management firms together to collaborate, connect and drive the industry’s next wave of growth.

In addition to Visionary Keynotes on the Main Stage, we’ll have sessions taking place across three events: Inside ETFs+, WealthStack and RIA Edge. Plus workshops, think tanks, and networking events. Bring your team so you don’t miss a single session or connection! 

Get in touch with our team to learn more about what group discounts are available.

Even more ways to get your edge

For an extra $100, advisors can guarantee an event experience unlike any other by upgrading their pass to Advisor Plus.

The Advisor Plus rate grants access to the Advisor Plus Lounge fully equipped with charging stations and refreshments, exclusive dinner networking opportunities, early entry to our event app and onsite networking tool, valet parking and advisor-only networking opportunities.

Heather Kelly



[EDGE] is one place where we can touch all facets of our distribution. Allianz has a very diverse distribution marketplace as we're in the asset management space but we're also in the insurance space and the defined contribution space. Having that one stop where we can have the thought leaders across a full spectrum of the industry is really amazing.

Be seen. Be heard.

Gain new leads. Be seen as a thought leader. Elevate your brand.

Wealth Management EDGE provides the platform to connect with a senior audience of leaders and advisors. Tell us your business goals and we'll help you achieve them. Lead discussions as an expert speaker at the home of RIAs and build a unique sponsorship package to put your company at the front of your buyers minds. Opportunities are limited. Reach out now!

Looking Back at EDGE 2023

The most influential wealth management leaders across investment, wealthtech, operations, M&A, talent management, marketing and more. Watch the 2023 highlights here

2024 Sponsors and Exhibitors

Join these industry leaders. Contact Dan Rubinetti to learn more.