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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

EDGE by the numbers

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


total managed assets






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+ 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 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 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.