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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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BOOK YOUR PASS

Save up to $1,400.00 when you book by 12 February
8 - 10 June 2027

Advisory Firm Rate

Subject to validation once registration is complete

Applicable for advisors, RIAs, family offices, independent B/D advisors, regional advisors, wire house advisors, financial planners, asset owners* and ETF buyers. The Advisor rate grants access to the exhibition hall, all parties and meals. Please note, anyone who registers for the advisor pass will be subject to verification. Those that don’t meet the criteria will be required to upgrade to the Product and Service Provider rate. You will not be approved for an advisor pass if your firm is a Registered Investment Advisor that produces investment fund products - if this applies to you, please register under the Product and Service Provider rate.

*refers to financial advisors and the assets they manage that are 100% under their discretion. This is intended for advisors providing discretionary wealth, investment or financial planning services to mass affluent and/or HNW individuals.

$0.00
8 - 10 June 2027

Product and Service Provider Rate

Includes access to Summits on Day 1

For attorneys, broker-dealers, consultants, asset managers, custodians, issuers, ETF marketers, exchanges, index providers, liquidity providers, market makers, regulators, prime brokers, tax analysts, technology providers and third-party distributors.

$3,199.00
$4,599.00
8 - 10 June 2027

Product and Service Provider Rate (Main Conference ONLY)

DOES NOT include access to Summits on Day 1

For attorneys, broker-dealers, consultants, asset managers, custodians, issuers, ETF marketers, exchanges, index providers, liquidity providers, market makers, regulators, prime brokers, tax analysts, technology providers and third-party distributors.

$2,799.00
$4,099.00
8 - 10 June 2027

Startup Rate

Includes access to Summits on Day 1

For fintech/wealthtech startups that are less than 7 years old and have less than $15M in funds. Bookings for the startup pass will be verified. Those who don’t meet the criteria will be notified and be eligible for the Product and Service Provider Rate.

$1,399.00
$1,599.00
8 - 10 June 2027

Sponsor Rate

Includes access to Summits on Day 1

Available exclusively to event sponsors. Sponsors should use this to purchase extra company passes beyond those included in the sponsorship package.

$1,999.00
$2,199.00
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Having trouble with your code? Contact customer services on +1 (888) 670-8200 or register@informaconnect.com
Complimentary advisory firm pass REGISTER HERE

Includes access to Summits on Day 1

Register for a complimentary advisory firm pass here.

Rate applies to advisors and leaders—manager level and above—of advisory firms; independent B/D advisors, regional advisors, wire house advisors, financial planners and asset owners.*

Bookings for the advisor firm pass will be verified. Those who don’t meet the criteria will be notified and be eligible for the Product and Service Provider Rate.

*The pass is for advisors providing discretionary wealth, investment or financial planning services to mass affluent and/or HNW individuals.

Other complimentary passes

Family offices, private equity firms, institutional investors and CEOs from asset management firms: email steve.tichenor@informa.com to apply for a free pass.

*Asset owners

In regards to the Free Advisory Firm Passes, asset owners means financial advisors who manage assets that are 100% under their discretion. The pass is for advisors providing discretionary wealth, investment or financial planning services to mass affluent and/or HNW individuals.

Multi-booking offers

Advisor Passes: max 10 passes per organization. If you'd like to send a bigger group, please email steve.tichenor@informa.com.

Product & Service Providers: register 4 delegates and the fourth and each subsequently registered delegate will get a 20% discount.

Emerging Issuer Rate

Are you an emerging issuer who wants to gain access to CIOs from the nation's largest and fastest growing RIA firms? If so, EDGE offers the following discounted rates for qualified managers: $999 for issuers with $100M AUM or less and $1,999 for issuers with $100M to $300M AUM. To confirm that you qualify and to purchase one of these passes, please email sasha.burgansky@informa.com.

Payment options

Credit card payment is required for orders up to $4,200. Orders above $4,200 can pay by credit card or request an invoice.

If you can not pay by credit card, please contact gf-registrations@informa.com.

Press inquiries

Members of the press, please contact tim.mccahery@informa.com for a free pass.

Partner with us and attend the event for FREE!

We're always looking to expand our reach and attract new audiences to our event. If you'd like to partner with us, please contact tim.mccahery@informa.com.