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


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.  


Designed to help you grow

We understand the specific issues and priorities that are dominating conversations among executives across the RIA industry. The RIA Edge experience is designed exclusively for RIA executives and provides solutions for the most complex pay, personnel and growth challenges that leaders grapple with every single day.  

Learn frameworks and approaches for M&A, organic growth, succession planning, compensation, human capital and leadership.

Hear 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.

In 2023, the following speakers joined us on the RIA Edge stage: Shirl Penney, Jeff Dekko, Carolyn Armitage, Stephanie Bogan, Tom Bradley, Megan Bowen, Megan Carpenter and many others.

Stay tuned for 2024 speakers.

Peer-to-peer exchanges with elite RIAs

Enhance your network through meet ups, hosted one-to-one meetings, Think Tanks, and cocktail receptions and after-parties to make the most of every second you spend at this elite gathering.

Plus, participate in unique programs such as the Peer & Partner Program and RIA Edge Office Hours that make networking even more efficient.

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.