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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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Advisor Leadership Program

In 2026, the Advisor Leadership Program welcomed 600+ advisors, 50% of which were C-level. The average AUM of firms participating in the program was $48B.

Are you a top financial advisor or executive at a leading RIA? Attend EDGE for free!

Apply for the Advisor Leadership Program

Unlock more with the Advisor Leadership Program

Premium Networking

In addition to gaining access to the Advisor lounge, you'll also have access to:

  • Booking private meetings with consultants and thought leaders in the RIA space
  • Private workshop sessions
  • Advisor 2 Advisor meeting program
  • And early access to EDGE Meetings on our event app and onsite networking tool, ConnectMe

Exclusive Invitations

  • Think Tanks
  • Curated Advisor Merch
  • Several invite-only networking events and meet ups
  • Special events including golf outings, kayaking, boat rides and moere
  • Lunches, dinners and after parties
Get in touch to learn more

Jeremy Eisenstein

Managing Director

Goldman Sachs

I wouldn't miss it, I come every year. The content is phenomenal. There's no other conference out there as big or as insightful as EDGE. You're missing out if you don't attend.

Advisor premium lounge

Apply for the Advisor Leadership Program

If you are a financial advisor at a leading RIA apply for the Advisor Leadership Program here.

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

If you have any questions please contact Steve Tichenor.

Apply today