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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

EDGE by the numbers

Quality over quantity. Access senior decision makers from the country's most elite RIA firms.

0+

Leaders and advisors

0%

of attending advisors manage over $500M in assets

$0T

Total managed assets

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 $974 AUM on average

Surround yourself with decision makers

250+ C-level 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 2024 delegates' job titles and the advisory firms attending

  • 3EDGE Asset Management, CIO

  • Alera Group, EVP Wealth Services 

  • Alliance Global Partners, Senior wealth manager 

  • Ashton Thomas Private Wealth, Director of Advisor Development 

  • Associated Financial Consultants, Partner 

  • Bay Colony Advisors, CEO

  • Bleakley Financial Group, Wealth Management Advisor/Partner 

  • Bradley, Foster & Sargent, COO 

  • CG Wealth Management, Senior Portfolio Manager 

  • Coastal Bridge Advisors, President 

  • Connectus, CEO 

  • Constellation Wealth Advisors, Managing Partner/Co-founder 

  • Destiny Family Office, Partner
     
  • Emerald Financial Group/JW Cole, CEO/Financial Advisor 

  • Fusion Financial Partners, President & Managing Partner 

  • Global Wealth Advisors , CEO 

  • GM Advisory Group, Private Wealth Advisor  

  • Halbert Hargrove, Managing Director of Growth and Client Experience 

  • Harvest Volatility Management, LLC, CEO 

  • Human Interest, Investment Director 

  • IEQ Capital, Managing Partner 

  • Intellicents Inc., CEO 

  • Jaffe Tilchin Wealth Management, DOO/Partner
  • Lido Advisors, Managing Director, M&A

  • Marcum Wealth Management, CTO

  • Merit Financial Advisors, COO

  • MJP Advisors, President 

  • Moran Wealth Management, CSO 

  • Mount Yale Capital Group, Founding Partner 

  • New England Private Wealth Advisors, CEO/Managing Member 

  • Ohnward Bancshares, Chief Investment Officer 

  • One Digital Wealth & Retirement, President 

  • Perigon Wealth Management, CEO 

  • Prime Capital Investment Advisors, CEO 

  • Regal Financial Group, CEO 

  • Resonant Capital Advisors, CIO 

  • Seaview Investment Managers, Managing Director 

  • Shufro Rose, CTO 

  • SkyPath Private Wealth, Founding Partner 

  • Sound Income Group, CTO/COO 

  • Steel Peak, Business Developement Manager  

  • Stephens Wealth Mgt Group, Wealth Advisor, CIO 

  • Summit Financial, Director of Business Dev 

  • Tiras Wealth Management, SVP 

  • Uniplan Investment Counsel, CIO 

  • Wealthcare Capital Management, President
Advisor premium program at Wealth Management EDGE

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 >> 

"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.