May 13 - 16, 2024
The Diplomat Beach ResortHollywood, FloridaEDGE by the Numbers
Quality over quantity. Access senior decision makers from the country's most elite RIA firms.
2000+
Leaders and advisors
70%
of attending advisors manage over $500M in assets
$17T
Total managed assets
Assets under management
Engage with a high quality audience, ready to do business.
Here's how the Wealth Management EDGE 2023 audience broke down in terms of AUM:
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
Almost 40% 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 2023 delegates' job titles and the advisory firms attending
- 1 North Wealth Management | Director of Financial Planning
- Absolute Capital | National Sales Director
- Alera Group Wealth Services | Executive Vice President
- Ark Invest | COO
- Avantax | Senior Finance Advisor
- Beacon Trust | President
- BGI Advisors | Founder
- Bonsai, LLC | CEO
- Bradley, Foster & Sargent | COO
- Brighton Jones | Chief Strategy Officer
- Brighton Jones | Chief Client Experience Officer
- Burney Advisory Services | Vice President
- Burney Company | President
- Carson Group | CTO
- Castle Wealth Management | Managing Member
- Choreo LLC | COO
- Choreo LLC | CEO
- Coastal Bridge Advisors | President
- Colonial River Wealth Management | CEO
- Connectus Wealth Advisors | CXO
- Dakota Wealth | Director, Wealth Advisor
- Dakota Wealth | Advisor
- Dakota Wealth | Director, Senior Wealth Advisor
- Dakota Wealth | Managing Director
- Druzdow Financial | CEO
- Edelman Financial Engine | EVP, Head of Wealth Planning and Marketing
- Embree Financial Group | Managing Director
- EPIQ Capital Group, LLC | CFO/COO
- Ernst & Young | Executive Director
- etfEd Advisory LLC | Managing Principal
- Evans May Wealth | Managing Partner
- Exchange Capital Management | Partner & Chief Investment Officer
- F.L. Putnam Investment Management Co. | Principal/CAO
- Fountainhead Advisors | COO
- Fusion Financial Partners | President & Managing Partner
- Fusion Financial Partners | Managing Partner & Co-Founder
- Galvin Gaustad Stein LLC | Partner
- Great Point Wealth Advisors | Founder/Managing Member
- Hilltop Wealth Advisors | Partner
- Hilltop Wealth Advisors | CCO/Director of Operations
- Howard Capital Management | Managing Director - Sales
- Integrated Advisors Network | CO-Founder/Chief Relationship Officer
- ISTO Advisors, LLC | Director of Wealth Planning
- Jaffe Tilchin Wealth Management | Director of Operations
- Journey Strategic Wealth | President & co-Founder
- Journey Strategic Wealth | Chief Growth Officer
- Journey Strategic Wealth | Managing Partner
- Lido Advisors | Managing Director M&A
- Lifeworks Advisors | CEO/Founder
- LVZ Financial Planning | Partner
- MAI Capital | CMO
- MAI Capital Management | Managing Director
- Marcum Wealth | COO
- Marcum Wealth | President
- Mariner Wealth Advisors | Vice President, Recruiting
- Mariner Wealth Advisors | Managing Director – Corporate Development
- Merit Financial | COO
- Merit Financial | VP of Technology
- Merit Financial | Regional Director
- Merit Financial | Managing Partner
- Merit Financial | Partner and Wealth Manager
- Merrill Lynch | Senior Advisor
- MJP Wealth Advisors | President
- Morgan Stanley | Financial Advisor, First Vice President
- New England Private Wealth Advisors | CEO/Managing Member
- New England Private Wealth Advisors | CCO
- NewEdge Advisors | Managing Director Business Development
- Park Avenue Securities | Head of Technology Services
- Perigon Wealth Management | CEO
- Plancorp | CIO
- Plancorp | CEO
- PNC Financial Services | Sr. Investment Officer
- Raymond James | Senior Wealth Manager
- Rehmann Wealth Management | Director of Operations
- RIA Partners Group / PFG Advisors | President & CEO
- Running Oak Capital | Managing Partner
- RVW Wealth | President / Founding Member
- Seaview Investment Managers LLC | Founder, CEO & CIO
- Seaview Investment Managers LLC | Managing Director
- Sen Family Office | Senior Director
- Sensible Financial Planning | CEO
- Shore Morgan Young Wealth Strategies | CCO
- Shorehaven Wealth Partners | CEO/CIO
- Shufro Rose | COO/CTO
- Simon Quick | Managing Partner, COO
- SkyPath Private Wealth | Founding Partner
- Snowden Lane | CEO
- Steel Peak Wealth Management | GC / CCO
- Stephens Wealth Mgt Group | CEO/President & Wealth Advisor
- SVB Private | CIO
- Synergy Asset Management | VP- Advisor Services
- Synergy Asset Management | CEO
- Team Hewins LLC | Principal and Chief Experience Officer
- The Mather Group | Executive Chairman
- Tobias Financial Advisors | President and CIO
- Tobias Financial Advisors | CEO
- Tobias Financial Advisors | Founder
- Traphagen Investment Advisors | Chairman/Founder
- Tupler Financial-Commonwealth Financial | Founder/CFP
- Verus Financial | Principal
- Verus Financial | Director of Digital Assets
- Vident Investment Advisory, LLC | President
- Wealthcare Capital Management | President
- Wealthspire | General Counsel & Head of M&A
- Wealthspire Advisors | CEO
- WealthStream Advisors | President
- Wintrust Wealth | Sr. Vice President
- Zacks Investment Management | Vice President
"Some of the best people in the industry and country that you follow, read and learn about throughout 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 amongst 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.