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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

C-suite strategies to accelerate the growth of your firm

C-suite strategies to accelerate the growth of your firm at RIA Edge, and RIA event and conference

Connect with the top RIA firms as well as the industry’s most renowned human capital, strategic planning, M&A, marketing and technology consultants. 

Learn how to  create intentional, scalable and repeatable growth.

More than RIA Edge

RIA Edge is part of Wealth Management EDGE, which features the wealth management industry’s most powerful investment, technology, and practice management events – Inside ETFs+, WealthStack, and RIA Edge. 

Wealth Management EDGE covers three pillars – investment, productivity and growth. This makes the Wealth Management 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. 

Attendees with an RIA Edge ticket will get access to Wealth Management EDGE. 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?

Attend RIA event to help you grow your firm

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 C-level decision makers from the leading RIA firms are thinking about.

  • Unlocking the Promise of Private Markets in Today’s Environment
  • Unlocking Growth Through Compensation Strategies
  • Cultivating Success: The Art & Science of Organic Growth in RIAs
  • Unveiling the NextGen Advisor's Perspective: Empowering RIAs to Foster Succession and Fuel the Emergence of New Leadership Generations
RIA event expert practitioners

Learn from expert practitioners

Put yourself in the room with business leaders from some of the top RIA firms as well as experts on topics of 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.

RIA event conference elite RIAs

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. With no other event featuring the same standard of tailored content and networking experiences for decision makers of firms with $500M+ AUM, you're going to want to be there.

Network opportunities include:

  • Meet ups
  • VIP meetings
  • Access to the Advisor Plus lounge
  • And much more!
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 >> 

Looking back at RIA Edge 2023

A gathering of the most influential and fastest-growing RIAs. Watch the 2023 highlights here

Dennis Morton

Founder and Principal

Morton Brown Family Wealth

RIA Edge did an exceptional job curating a diverse range of speakers and topics that catered to the interests and needs of RIA leaders. I felt my time was well spent as an attendee and presenter, allowing me to share my experiences and establish meaningful connections with industry professionals and media. Overall, the conference surpassed my expectations and I look forward to participating in future events.

RIA Edge sponsors

RIA Edge Podcast

Check out'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.