The who's who of wealth management
Quality and quantity. Access senior decision makers from the country's most elite RIA firms.
+
anticipated attendees
%
of firms attending manage more than $500M in assets
$T
total managed assets
+
advisors
$M
is the average AUM for firms with less than $5B
+
speakers
A deeper look at the EDGE audience
Advisor insights
Managing wealth successfully at scale
- 70% of advisor attendees directly manage $500 million+ in assets
- EDGE advisor attendees manage the highest average AUM of all industry events
- Firms under $5 billion managing an impressive $974M AUM on average
Surround yourself with decision makers
250+ advisor decision makers attended in 2025 including 150+ CEOs and Managing Partners. Wealth Management EDGE brings together CEOs, CIOs, CTOs and COOs together in one place, creating a truly unique, all-in-one networking opportunity.
Advisors by type
Over 70% of the advisors attending Wealth Management EDGE were from independent RIAs.
Advisors by job function
Meet with key decision makers from each vertical of some of the country's fastest growing RIA firms.
Here's a snapshot of the advisory firm leaders attending EDGE 2026
- ActiTrust Wealth Management, Managing Director
- Adams Financial Concepts LLC, President and Principal
- Amida Wealth Advisors LLC, Founder, President
- Anchor Wealth Management Group, Founder
- Apollon Wealth Management, CEO
- Archer Investment Corporation, President
- ARS Wealth Advisors, VP, Wealth Advisor & Director of Tax
- Asterion Wealth Advisory Group, CEO & Founder
- BH Asset Management LLC, Managing Director
- Binah Capital Group, CEO
- Blue Marlin Advisors, CIO
- Capital Planning LLC , President, COO
- The Castellano Family Office, CEO
- Elevation Point, President, Wealth Management, Founding Partner
- Elliott Capital Management, Inc., Owner, President
- F.L.Putnam Investment Management Co., Chief Administrative Officer
- F&V Capital Management, LLC (FVCM), Partner
- Farther, CEO
- FFC Capital, President
- Finances for Real Life, CEO
- Financial Connection, Inc., President
- Fusion Financial Partners, President
- Galaxy Wealth Management, LLC, President
- Harvest Volatility Management, LLC, CEO
- Innovest Global Wealth, Chief Investment Officer
- The J R Baker Group, Owner
- Kalorama Wealth Strategies, LLC, CEO and CIO
- Kelly Park Capital, CEO
- Khelp Financial, Investment Advisor
- Kingsly Captal, CEO
- Klingenstein Fields Advisors, Managing Director
- Maggard Wealth Management, Founder, Financial Advisor
- Mariner, Managing Director
- Mesirow, COO - Wealth Management
- New Edge Wealth, Partner
- New England Private Wealth Advisors, CEO
- Oxford Chase Advisors, Chief Compliance Officer
- Presidio Capital Management, Chief Operating Officer
- Prosperity Capital Advisors, Chief Marketing Officer
- QE Wealth Management, Founder & Wealth Management Advisor
- RBC Clearing & Custody, Chief Technology Officer
- REAP in Wealth Management, LLC, CEO
- RFG Advisory, Chief Growth Officer
- SKK, COO, CISO
- Subnani Investment Research, LLC, CEO
- Summit Place Financial Advisors, Managing Director, Senior Wealth Advisor
- TLG Advisors & Simplicity Wealth, Vice President
- Triad Wealth Partners, Vice President of Operations
- Tuttle Capital Management, CEO
- Twin Peaks Wealth Advisors, Founder, Private Wealth Advisor
- United Capital Financial Advisors, Managing Director
- VenGest Wealth Partners, President & CFO
- Venture Visionary Partners, Chairman, CEO
- Vita Investimentos, Partner
- Wealthstone PWM, Founder
- Wittenberg Investments Inc., President, IAR
- Wychick Investment Advisors, Inc., President
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.
In 2024, the Advisor Premium program welcomed 250+ advisors, 40% of which were C-level. The average AUM of firms participating in the program was $62B.
"Some of the best people in the industry and country that you follow, read and learn about through the year are at EDGE"
Hear from Brett Orvieto, Managing Director of Dakota Wealth Management, LLC, on his experience at Wealth Management EDGE and how the best leaders in the industry are present at the event.
"Edge is an incredible opportunity for people to network amongst themselves across all of the platforms"
Hear from Megan Bowen, Executive Search Professional at Russell Reynolds Associates on her experience at Wealth Management EDGE.
"In the market that we are in, these events are particularly important to the growth of the industry"
Hear from Tito Pombra, President and Founder of Adviser Compliance Consulting Inc. on the value of networking at Wealth Management EDGE.