Unlock future growth
Connect with the industry's top RIAs and renowned consultants of human capital, strategic planning, M&A, marketing and tech. Learn how to create scalable and repeatable growth.
The complete event
Wealth Management EDGE covers three pillars – investment, productivity and growth. This makes the EDGE audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology and practice management ecosystems.
Your registration pass will grant access to the entire EDGE event. All stages, networking and experiences are accessible for all attendees creating maximum productivity and the possibility for a serendipitous meeting or lightbulb moment.
What makes RIA Edge unique?
Designed to help you grow
Interact with expert speakers as they debate the hot button issues and examine mega-trends. Hear from some of the most influential minds as they discuss key topics that C-level decision makers from the leading RIA firms are thinking about.
- Unlocking the Promise of Private Markets
- Growth Through Compensation Strategies
- The Art & Science of Organic Growth in RIAs
- Empowering New Leadership Generations
Learn from the experts
Put yourself in the room with business leaders from the top RIA firms as well as experts on human capital, strategic planning, marketing and technology. They'll be sharing the expertise and insight that will drive the next wave of your firm's growth.
- Mark Tibergien - RIA legend
- JC Abusaid - operational excellence leader
- Heather Fortner - CEO With an impact
- Jeffrey Gonyo - top talent expert
Who you'll meet
RIA Edge brings together C-level executives from the leading and fastest growing RIA firms to deliver keynote addresses and panel discussions alongside fellow industry experts. No other event features the same standard of tailored content and networking experiences for decision makers of firms with $500M+ AUM.
Network opportunities include:
- Meet-ups
- VIP meetings
- Access to the Advisor Plus lounge
- And much more!
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.
In 2024, the Advisor Premium program welcomed 250+ advisors, 40% of which were C-level. The average AUM of firms participating in the program was $62B.
RIA Edge Podcast
Check out WealthManagement.com's RIA Edge Podcast to stay up to date with hottest topics and trends in the industry.
RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans; providing leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.
