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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Attendees

Assets under management

Engage with a high quality audience, ready to do business.

Here's how the Wealth Management EDGE audience breaks down in terms of AUM.

Advisors by type

RIAs represent over half of the advisors, asset owners and institutional investors registered.

Over 30% of the advisors registered are C-suite or above, with 60% at director or above. You won't find a more senior audience of advisory firms anywhere else!

Here's a snapshot of the job titles of the advisory firms attending Wealth Management EDGE

  • Brandywine Oak Private Wealth | CEO & Founder
  • Brandywine Oak Private Wealth | Director of Investments
  • ONEFUND, LLC | Founder & CEO
  • Valmark Financial Group | Chief Investment Officer
  • LVZ, Inc. | Partner, Financial Planner
  • Ballast, Inc | COO
  • Bradley, Foster & Sargent | CEO
  • volScout LLC | Managing Partner
  • Ballast, Inc | CEO
  • Ballast, Inc | Partner, Director of Planning
  • Ballast, Inc | Partner/Director, Portfolio Strategy
  • CapSouth Wealth Management | COO
  • CapSouth Wealth Management | President
  • Halbert Hargrove | CEO
  • Halbert Hargrove | COO
  • Wolf Group Capital Advisors | Chief Investment Officer
  • Practice CFO | Director of Investments
  • Practice CFO | Director of Operations
  • Practice CFO | President & CEO
  • Jackson Grant Investment Advisers | Founder
  • Cardinal Capital Management, Inc | CCO
  • Cardinal Capital Management, Inc | CEO, CIO
  • Cardinal Capital Management, Inc | COO
  • Maya Advisors, Inc | President
  • Mission Wealth Management | CEO, Managing Partner
  • Wealthway Financial Advisors | President
  • EisnerAmper Wealth Management | Chief Operating Officer
  • EisnerAmper Wealth Management | CIO
  • Bradley, Foster & Sargent | COO
  • Global Wealth Advisors | President
  • 3EDGE Asset Management | Partner, Deputy Chief Investment Officer
  • Money Compass Advisors | President
  • Acanto LLC | CIO
  • Fiduciary Insurance Services, Llc. | Founder
  • LFA LLC | CE0
  • Addison Capital | Executive Vice President
  • Actitrust Wealth Management | Managing Director
  • Asterion Wealth Advisory Group | Founder & CEO
  • Freedom Day Solutions | CEO
  • Grove Wealth Management Inc | Managing Director
  • Lifeworks Advisors | CIO
  • Lifeworks Advisors | CTO
  • Lifeworks Advisors | COO
  • The Plan Solutions group of Raymond | Senior Vice President, Wealth Mgmt
  • Valur Inc. | CEO
  • Dakota Wealth Management | Chief Strategic Officer
  • Salt Mines Advisors | Managing Director
  • Carson Wealth | Managing Director
  • Sanctuary Wealth | President
  • Accurate Wealth Management | COO
  • NewEdge Advisors | CEO
  • Overland Park Wealth Management | President
  • Running Oak Capital | Managing Partner
  • Trademark Capital Asset Mgmt | CEO & Chief Investment Officer
  • Trademark Capital Asset Mgmt | COO
  • VZD Capital Management LLC | CEO, Portfolio Manager
  • Coastal Bridge Advisors, LLC | President
  • Cross Ocean Ventures | Founding Partner
  • Vanquour | CEO
  • Guardian Wealth Partners | DIRECTOR OF OPERATIONS
  • Guardian Wealth Partners | Managing Partner
  • Klaas Financial | Director of Financial Planning
  • Prestige Wealth Management | CEO

Here's a snapshot of other companies from across the wealth management industry attending:

  • Absolute Engagement I Founder and CEO
  • Alaris Acquisitions I CEO
  • Alerian I Associate Director of Research
  • Allianz I CIO
  • American Century Investments I Head of ETF Implementation & Capital Markets
  • AWM I Partner
  • Bitwise I President
  • Bloomberg I Senior ETF Analyst
  • Bulltick Capital I Head of Research and Strategy
  • CAIS I CEO
  • CLP Asset Management I Partner
  • CNBC I Personal Finance Reporter
  • CoinDesk I Managing Editor
  • DACP I Consultant
  • Davis Advisors I Chairman and Portfolio Manager
  • Dechert LLP I Partner
  • DeVoe and Company I Founder and CEO
  • Digital Assets Council of Financial Professionals I Founder
  • Digital Funds ICEO
  • Directed Trust Planning I President
  • Eaglebrook I CEO
  • ECHELON I CEO and Founder
  • Engine 1 I Managing Dircetor and Head of ETFs
  • Envestnet I Head of Strategic Development
  • ETF Capital Management I CMO
  • ETF Express I Reporter
  • ETF Insider, Financial Advisor IQ I Senior Reporter, Ignites, Producer
  • ETF Trends and ETF Database I Head of Research
  • F2 Strategy I President and Founder
  • FiComm Partners I CEO and Co Founder
  • Fidelity ESG ProSM I VP, Client Experience
  • Financial Guidance Group Inc I Founder & Chairman
  • Finely Capital Inc I President & Director
  • First Trust I Senior Vice President, ETF Strategist
  • FlexShares Exchange-Traded Funds Group I Head Of Product Strategy, Funds And Managed Accounts
  • FLX Networks I Managing Director, Head of ETFs & Indexing
  • Flyer Financial Technologies I VP, Marketing
  • Foreside I Senior Director, Distribution Consulting
  • FSA LLC I Contract Attorney
  • Goldman Sachs ICo-Head of Goldman Sachs Personal Financial Management Group
  • Grayscale Investments I CEO
  • Grayscale Investments I Gloabal Head of ETFS
  • Grayscale Investments I Managing Director, Investor Relations
  • GTS I Principal
  • Harbor Capital Advisors, Inc. I Managing Director, ETFs
  • Harbor Lights Financial Group I Managing Partner
  • Hashdex I Head of Global Expansion and Interim Head of US
  • Herbers & Co. IManaging Partner
  • Herr Capital Management, LLC I Managing Partner
  • Hightower Advisors I CEO
  • Hilton Head Financial Advsiors Inc I President
  • Innovative Portfolios I VP Institutional Distribution
  • Integrated Wealth Services I President
  • Intercontinental Wealth Advisors I Vice President
  • Inveniam Asset Management I CEO  
  • Invest AM I CEO
  • InvestCloud I President, Mid Markets
  • Investopedia I Editor-in-Chief
  • ISS ESG I Head of Index Strategy
  • Javelin Strategy & Research I Director of Wealth Management
  • JNS Capital Ltd I Principal
  • Life + Liberty Indexes I Founder
  • Lighthouse Financial & Consulting Services I Owner
  • MangoTree Capital, LLC I President
  • Mariner Platform Solutions I Head of Mariner Platform Solutions
  • Members Trust Company ICEO, Chief Investment Strategist
  • Milemarker I Cofounder & CEO
  • Milliman Financial Risk Management I Principal
  • Milliman FRM I Director, Portfolio Solutions
  • Morgan Stanley I Senior Vice President
  • Nexus Strategy, LLC I President  
  • ONE Advisory Partners LLC I Managing Partner
  • Onramp Academy I Head of Community and VP of Operations
  • Optimum Quantvest I CIO
  • Orion I CEO
  • Orion Advisor Technology I Chief Behavioral Officer
  • Orion Advisor Technology I CIO
  • Orion Investor Solutions I Senior Vice President
  • Overland Park Wealth Management I President
  • Pocket Finance I CEO
  • Practifi I Co-Founder and President
  • Qontigo I Americas Head of Investable Product Strategy
  • Raymond James I Head of RIA & Custody Services Division
  • Raymond James I Managing Director
  • RBB Funds Group I Director
  • Red Rock Strategic Partners, LLC I CEO of WealthTech
  • Revere VC I CEO and Co Founder
  • RFG Advisory I President
  • RMR Wealth I Co-Director, Partner
  • Rose Capital Advisors IManaging Partner
  • RoundAngle Advisors I COO
  • SAC Investments I President of Investments
  • Salesforce, Inc. I VP Global Go to Market Wealth
  • Sanctuary Wealth I Founder and CEO
  • Sawtooth Solutions LLC I Executive Vice President
  • SEC I Senior Special Counsel, U.S. Securities and Exchange Commission, Division of Investment Management
  • SGH Wealth Management IFounder
  • Silcarv Consulting Limited I Director & Founder
  • Snowden Lane Partners I Partner, Managing Director, and Head of Investment Solutions
  • Songbird Capital I Managing Principal
  • Sound Income Strategies I Director of Business Development
  • Stifel I Vice President, Investments
  • Sungarden Investment Publishing, LLC I Co-Founder and Chief Investment Strategist
  • Suzanne Siracuse Consulting, LLC I Founder and CEO
  • Swan Global Investments I Director Research & Product Dev
  • T&T Capital Management I CEO
  • Taiber Kosmala & Associates I Vice President
  • Technical Analysis of Stocks & Commodities Magazine I Columnist
  • The Advisors Group I CFP, President
  • The Ensemble Practice LLC I Partner, Director of Business Consulting
  • The ETF Store and Host, ETF Prime I President
  • Thrivent Advisors Network I Enterprise Architect
  • Timpanogos Financial Advisors IPresident, CFP
  • Townsend Asset Management Corp I President
  • TPW Advisory I Founder
  • TRAU, TPSU, and 401kTV I Founder & CEO
  • Upstart Wealth Management I Partner & Financial Planner
  • Valkyrie Investments I Chief Strategy Officer
  • VanEck I CEO
  • Vise I CEO
  • Wellington Management IVice President
  • YellowWood Wealth Solutions I Managing Director
  • Yewno ICEO
  • Your Dedicated Fiduciary I Founder