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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
June 10 - 12, 2025|The Boca Raton Resort, Boca Raton, FL

Investment strategies, productivity and growth for advisors

1,500 attendees. 750 advisors.
70% of advisors managing assets over $500 million.
$17T total managed assets. 22,000+ meetings.

Wealth Management EDGE is moving in 2025!

EDGE is headed to an exciting new location next year: The Boca Raton Resort in Boca Raton, FL, taking place June 9 - 12, 2025.

The only wealth management conference powering investment, productivity and growth

Wealth Management EDGE brings together three industry-leading brands: Inside ETFs+, WealthStack and RIA Edge.

Real-world solutions to improve your investment strategies, technology and practice management to power your firm's growth. Get the EDGE on the competition.

Inside ETFs+ | An exchange traded funds event


Discover and debate the latest ideas in investment strategy, product and portfolio construction and discuss ETFs and more with hundreds of experts, advisors and issuers.

WealthStack | A wealth management technology conference


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

RIA Edge | An RIA conference and event


Fine-tune your processes and strategies, from M&A to succession planning, compensation, human capital and leadership.

Why 3-in-1 makes sense

EDGE brings together the industry's key players and experts, enabling your next growth wave while helping you meet the demands of your clients.

Bring your entire team to EDGE! With sessions, sponsors and networking activities grouped by brand - Inside ETFs+, WealthStack, and RIA EDGE - each member of your team can design their own experience that helps you build a world-class wealth management firm.

The industry's largest gathering of senior financial advisors

Speakers at the leading wealth management conference

Who's on stage?

200+ thought leaders, innovators and influencers including:

Real-world solutions on stage at Wealth Management EDGE, a financial advisor event

Who attends

Join 1,500+ senior wealth management decision makers, including 150+ CEOs and managing partners.

From RIAs, broker dealers, trust companies, institutional investors and family offices. Asset managers, investment banks, ETF issuers, asset servicers, tech vendors, index providers and more!

70% of the 1000+ advisors manage over $500 million in assets. A quality and quantity of advisors you won't find anywhere else.

High-impact networking at Wealth Management EDGE, a wealth management event

ELEVATE your experience

Returning to EDGE in 2025! ELEVATE Meetings and ELEVATE Roundtables

ELEVATE 1:1 Meetings: Use our app to create your profile, search event attendees using advance filters, and schedule 1:1 meetings. ELEVATE Meetings will take place at a designated space during specific time slots to maximize your time at the event.

ELEVATE Roundtables offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers.

Helping drive over 22,000 meetings.

New ways to engage at Wealth Management EDGE, a financial advisor event

The insights you need

Get the latest on investing, technology and advice. And best practice perspectives on the ‘day-in-the-life' activities of advisors.

  • Current dynamics and trends
  • Navigating the AI-driven future
  • The millennial investor mindset
  • NextGen advisor perspectives
  • Engaging women investors
  • And more!
Extra event activities at Wealth Management EDGE include beachside yoga, wine tastings, and a sandcastle build

Not your normal event

We want you to have fun! Join your fellow attendees for beachside yoga, wine tastings, the poolside party and drinks receptions, sandcastle-building, mentor-mentee speed dating and more!

You won't just gain invaluable insights and make new connections at EDGE. You'll leave with lasting memories of a great experience. With photos to prove it - we'll make sure of that!

Find even more ways to get your edge, at Wealth Management EDGE - a wealth management event

Why 750+ advisors attend

Wealth Management EDGE delivers knowledge and connections tailored to the needs of advisors.

  • Focused insights from top advisors and other industry experts.
  • Invite-only experiences
  • Curated 1-2-1 meetings.
  • Access to the Advisor+ Lounge
  • And more!

EDGE by the numbers

Quality and quantity. Access senior decision makers from the country's most elite RIA firms.




of firms attending manage more than $500M in assets


total managed assets






is the average AUM for firms with less than $5B

Lisa Crafford

Head of Business Consulting

BNY Mellon | Pershing

EDGE is where everybody comes to learn and see what's going on with the future of the industry, and allows us to contribute to that as well.

Be seen. Be heard.

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

Providing you with 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 and build a unique sponsorship package to put your company at the front of your buyers' minds. Opportunities are limited. Reach out now!

Advisor premium program at Wealth Management EDGE

Advisor Premium Program

If you're one of the industry's top financial advisors, you can attend EDGE for free!

Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.

Find out more >>

Thank you to our 2024 sponsors and exhibitors

Join these industry leaders in 2025. Contact our team to learn more.