Registration options

Applicable for advisors, RIAs, family offices, independent B/D advisors, regional advisors, wirehouse advisors, financial planners, asset owners* and ETF buyers. Advisory Firm pass holders may access the exhibition hall and attend all meals and parties except those designated as invite-only.

Please note, anyone who registers for the advisory firm 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 advisory firm 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.

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.

Applicable for:

• Product & service providers
• Start ups
• Additional sponsor passes