Attendees | Wealth Management EDGE

0+

anticipated attendees

0%

of firms attending manage more than $500M in assets

$0T

total managed assets

500+

advisors

20,000

meetings

$900M

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

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 2023 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 job titles and the advisory firms who attended in 2024

3 Edge Asset Management, VP Head Trader
Advanced Financial Strategies LLC, President
Aire Advisors, COO
Alera Group, EVP Wealth Services
Alliance Global Partners, Senior Wealth Manager
Arbor Invest, President
Ark Invest, President and COO
Ashton Thomas Private Wealth, Director of Advisor Development
Associated Financial Consultants, Partner
Associated Financial Consultants, Senior Advisor
Associated Financial Consultants, Investor Services
Associated Investment Services, Shareholder, Financial Advisor
Assured Partners Investment Advisors, President
Basepoint Wealth, CIO, Managing Partner
Basepoint Wealth, President/Managing Partner
Bay Colony Advisors, CEO
Belle Haven, Partner/Director of Investments
Benchmark Financial, Director of Investments
Berkshire Asset Management, Partner/Portfolio Manager
Bradley, Foster & Sargent, COO
Burney Company, Senior Managing Director
Capital Planning LLC, President/COO
Captrust, Senior Director
Captrust, Head of Investment
Carson Group, Director of Advisor Content
Cary Stamp & Co, Chief Growth Officer
Castellano Family Office, Co-Founder/CCO
Castellano Family Office, Founding Partner
Castle Wealth Management, Principal
Castle Wealth Management, Sr. Financial Planner
Centura Wealth Advisory, COO
CG Wealth Management, Senior Portfolio Manager
Clough Capital Partners, CEO
Coastal Bridge Advisors, President
Connectus, CXO
Constellation Wealth Advisors, Managing Partner/Co-Founder
Cook Wealth, CEO
Cook Wealth, COO
Country Financial, CFA/Retirement Specialist
Credent Wealth Management, Principal/ Chief Business Office
Cresset, Managing Director/CTO
Cumberland Advisors, President
Dalphia Partners, CEO
Destiny Family Office, Partner
Dynasty FP, Managing Director Communications
East West Bank, COO
Element Pointe Family Office, President & CIO
Element Pointe Family Office, Sr. Wealth Planning Specialist
Emerald Financial Group/JW Cole, CEO/Financial Advisor
Ensemble Capital Management, CAO
Essex Financial Group, COO

Exchange Capital Management, CIO
Exchange Capital Management, Partner/ Sr. Investment Advisor
Exchange Capital Management, Financial Planning Specialist
Falcon Wealth Planning, President
Farther, CEO
Fiori Financial Group, CEO
First Pacific Financial, CEO
FL Putnam, CAO
FL Putnam, CEO
Flexible Plan, VP
Focus Financial - Brown, Martin & Assoc, Partner/Financial Advisor
Fusion Financial Partners, President & Managing Partner
Gamma Asset Management, EVP - Business Development
Gibraltar Capital Management, Co-Founder/VP
Global Wealth Advisors, CEO
Global Wealth Advisors, Managing Partner
Globalt Investments, CEO/President
GM Advisory Group, Private Wealth Advisor
Great Point Wealth, Sr Wealth Advisor
Great Point Wealth Advisors, Founder/Managing Member
Greenwich Wealth Management, Founding Member
Harvest Volatility Management, LLC, CEO
Hibernia Wealth Management, Senior Advisor
Hohimer Wealth Management, CCO
Human Interest, Investment Director
IEQ Capital, Managing Partner
Integrated Partners, President and Founder
Integrated Partners, VP Business Development
Intellicents Inc., CEO
Jaffe Tilchin Wealth Management, DOO/Partner
Journey Strategic Wealth, President & co-Founder
Lavaca Capital, Managing Director
Legacy Financial Advisors, CIO
Legacy Wealth Management, Managing Principal
Lifeworks Advisors, CTO
Lifeworks Advisors, VP of Business Operations
Lindbrook Capital, Partner
LPL, SVP, Strategic Partnerships
Manhattan West Financial, CSO
Marcum Wealth, Sr. Financial Advisor
Mariner Wealth, Regional Managing Director
Mariner Wealth Advisors, VP
Merit Financial Group, Partner/ Regional Director
Miracle Mile, Director Corporate Development
Miracle Mile, Partner
Moneta Group, VP of M&A
Moran Wealth Management, Compliance & Operations
Moran Wealth Management, CSO
Moran Wealth Management, CCO
Morgan Stanley, VP
Morgan Stanley, VP/Sr. Portfolio Manger
Morgan Stanley, Executive Director

Mount Yale Capital Group, Founding Partner
Mount Yale Capital Group, VP Investments
Noble Family Wealth, CEO/Managing Partner
Ohnward Bancshares, Chief Investment Officer
Old Slip Capital Partners, Managing Principal
One Digital Wealth & Retirement, President
One Seven, President
Park Avenue Financial Advisors, Founder
Prime Capital Investment Advisors, Chairman, Managing Partner
Prime Capital Investment Advisors, CEO
Provise Management Group, Sr. Financial Planner
Raymond James, SVP Investments
RBC Wealth Management, Managing Director - Digital Strategy
Regal Financial Group, CEO
Regency Wealth Management, Managing Partner
Resonant Capital Advisors, CIO
Sanctuary Wealth, CEO
Sanctuary Wealth, President
Savvy Wealth, Principal Wealth Manager
Savvy Wealth , Growth Leader
Seaview Investment Managers, Managing Director
SEIA, Director of M&A
Sen Family Office, Senior Director
Signet Financial Management LLC, CEO
SkyPath Private Wealth, Founding Partner
SkyPath Private Wealth, Founding Partner
Sound Income Group, CTO/COO
Sound Income Group, CCO
SPWM, Business Development Manager
Stephens Wealth Mgt Group, Wealth Advisor, CIO
Summit Financial, Director of Business Dev
Tallus Capital Management, Sr. Wealth Advisor
The Vistria Group, Operating Partner
Three Bearings Fiduciary Advisors, President & CIO
TimeScale Financial, COO
Tiras Wealth Management, SVP
Tobias Financial, CEO
Tobias Financial Advisors, CEO/Senior Wealth Advisor
Trek Financial, CIO
Tupler Financial, President
Uniplan Investment Counsel, CIO
Vident Asset Management, SVP, Head of Portfolio Management
Vintage Financial Partners, Managing Director
Wealth Enhancement Group, Business Development Director
Wealth Enhancement Group, SVP
Wealth Enhancement Group, Director
Wealthcare Capital Management, President
Wealthspire, Head of M&A
Wescott Financial, President/COO

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 >>

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.

Learn more

"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.

EDGE by the numbers

0+

0%

$0T