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

Unlock future growth

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

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

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. 

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. 

Attendees with an RIA Edge ticket will get 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?

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 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
RIA event expert practitioners

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.

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. 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 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 >> 

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 and allowed me to share my experiences and establish meaningful connections with industry professionals and media.

2024 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.