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 2024 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 firms already attending EDGE 2025
- Alliance Financial Partners/LPL, CEO
- Alliance Global Partners, Senior Wealth Manager
- Apollon Wealth, Chief Growth Officer
- Aquiline Capital Partners, Senior Associate
- Archer Investment Corporation, Founder & President
- Associated Financial Consultants, Partner
- Associated Financial Consultants, Senior Advisor
- Associated Investment Services, Senior Advisor
- Associated Investor Services, President
- Avory & Co., Founding Partner
- Beck Capital Management, Advisor, Alternatives Specialist
- Benchmark Financial, Director of Investments
- Benchmark Financial, Management Consultant
- Binah Capital Group, CEO
- BMO Nesbitt Burns, Investment Advisor & Portfolio Manager
- Bradley, Foster & Sargent, COO
- Bryn Mawr Capital Management, CEO
- Bryn Mawr Capital Management, Director - Retirement Plan Services
- Byrne Financial Freedom, LLC, COO
- Byrne Financial Freedom, LLC, Wealth Advisor
- Capital Planning LLC, President, COO
- Castle Wealth Management, Sr. Financial Planner
- Clearstead, CIO
- Cohen & Steers, SVP - RIA East
- Concurrent, Managing Director, Head of Investments
- Cook Wealth, LLC, CEO
- Credent Wealth Management, Principal, Chief Business Officer
- Destiny Family Office, Partner
- East West Bank, COO
- Emerald Financial Group/JW Cole, CEO, Financial Advisor
- Emigrant Partners, Managing Director, Head of Investments
- Essex Financial, CEO
- etfEd Advisory LLC, Managing Principal
- Evensky, CMO
- Evergreen Wealth Solutions, Director of Financial Planning & Investments, Founding Member
- Exchange Capital Management, Partner & Chief Investment Officer
- F&V Capital Management, LLC (FVCM), Partner
- Farther, CEO
- Farther, CGO
- Farther, Regional Director
- Farther, VP, Wealth Advisor
- Fenimore Asset Management, Director
- First Pacific Financial, CEO
- FL Putnam, CAO
- Focus Financial Partners, President, International Operations
- Gamma Asset Management, EVP - Business Development
- GoalVest Advisory, CEO
- GoalVest Advisory, Head of Trading & Portfolio Analysis
- Greenwich Wealth Management, Founding Member
- GWN Securities, Financial Advisor
- Harvest Volatility Management, LLC, CEO
- Hibernia Wealth Management, Wealth Advisor, Owner
- Hohimer Wealth Management, CCO
- Infinity Global Capital, Director
- Innovest Global Wealth, Chief Investment Officer
- Intellicents Inc., CEO
- InVestra, Wealth Advisor
- Jaffe Tilchin Wealth Management, COO/Partner
- Joyce Wealth Management, LLC, President
- Klingenstein Fields Advisors, Managing Director
- Laird Norton Wetherby, Managing Partner, Marketing & Communication
- Legacy Edge Advisors, CCO, CGO, Managing Partner
- LPL, SVP
- Manhattan West Asset Management, Chief Strategy Officer
- Marcum Wealth, COO
- Mariner Wealth, Regional Managing Director
- McIlrath & Eck, CEO
- Meridian Investment Advisor, Managing Principal
- Merit Financial Advisors, Director of Strategic Partnerships
- Mesa Pointe Wealth/Sanctuary, CEO
- Miracle Mile, Partner
- Mission Wealth, CMO
- Mission Wealth, Partner, CTO
- Moran Wealth Management, CCO
- Morgan Stanley, VP, Sr. Portfolio Manger
- Mount Yale Capital Group, Founding Partner
- New England Private Wealth Advisors, CEO, Managing Member
- New Harbor Financial Group, Co-Founder, Partner
- Noble Family Wealth, LLC., CEO/Managing Partner
- Northern Trust, VP, Portfolio Advisor
- NW Asset/RIA Innovations, COO
- Ohnward Bancshares, Chief Investment Officer
- Old Slip Capital Partners, Managing Principal
- Oxford Financial Group, CIO
- PaaS Invest, CIO
- PaaS Invest, Principal
- Park Avenue Securities, Head of Technology
- Perigon Wealth, CGO
- Perigon Wealth Management, CEO
- RBC Clearing & Custody, CTO
- RBC Wealth Management, Managing Director - Digital Strategy
- RBC Wealth Management, Head, Strategic Partnerships & Insights
- Research Financial Strategies, CEO and Founder
- RFG Advisory, VP of Technology & Operations
- Riverside Wealth Partners, Founder
- Schwab, Business Development Officer
- Scotia Wealth Management, Senior Global Wealth Advisor, Portfolio Manager
- SEIA, Director of M&A
- Singer Wealth Advisors, COO
- Sowell Management, CEO, Founder
- Steel Peak Wealth Management, SVP, Wealth Advisor
- Stephens Wealth Mgt Group, Wealth Advisor, CIO
- Stonebrook Private, Managing Director
- Sullivan Investments Group, LLC, Sr. Financial Planning Specialist
- Summit Financial, Director of Growth & Business Development
- Three Bearings Fiduciary Advisors, President & CIO
- Toews Asset Management, COO, CFO, Portfolio Manager
- Total Clarity Wealth Management, President
- Tria Capital Partners, Co-Founder, Managing Partner
- Trilogy Financial, Executive Vice President
- Tupler Financial, Principal
- Vance Wealth, CEO
- Vident Asset Management, President
- Vintage Financial Partners, Managing Director
- Wealthcare Capital Management, President
- Wealthspire, CMO
- Wealthspire, Managing Director
- WealthStream Advisors, President
- William Howard & Co. Financial Advisors Inc., Senior Financial Planner
- Wipfli, Strategic Account Manager
- Wolf Group Capital, CCO
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.