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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Advisor Premium Program

In 2025, the Advisor Premium program welcomed 400+ advisors, 45% of which were C-level. The average AUM of firms participating in the program was $48B.

Attend EDGE for free with an exclusive advisor premium pass.

Unlock more with Advisor Premium

Premium Networking

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

  • Booking private meetings with consultants and thoughts leaders in the RIA space
  • Private workshop sessions
  • Allocate Meetings - a new matchmaking meetings program
  • And early access to EDGE Meetings on our event app and onsite networking tool, ConnectMe

Exclusive Invitations

  • Think Tanks
  • Several invite-only networking events and meet ups
  • Special events (golf outing, boat rides and more)
  • Lunches, dinners and after parties

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 your advisor premium pass

Are you one of the industry's top financial advisors? Attend EDGE for free!

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

If you would like to register your interest, please contact Steve.

Meet your Advisor Premium team

Steve and Kayla will coordinate with Advisor Premium program members prior to and during the event, sharing relevant key info and updates. They will also be sending out exclusive invitations to onsite events.

Steve Tichenor, Sr Audience Engagement Manager

Kayla Molnar, Audience Engagement Manager