Sharpen your strategy.
Accelerate your growth.
The most RIAs. The highest AUM. The stars of today and tomorrow.
Take advantage, boost your network and your know-how.
senior attendees
advisors
%
of RIAs managing $500M+ in assets
$T
in total managed assets
+
speakers
The perspectives you need. The people to move you forward.
Join growth-focused advisory firm leaders to connect investment strategy, technology and business leadership—and make sharper decisions for your clients, your team and your firm.
Three drivers of growth. One connected strategy.
What you offer clients, how your firm operates and how you lead the business all shape your growth. Explore all three at EDGE.
Discover and debate the latest ideas in investment strategy, product and portfolio construction, ETFs, alternatives and more with hundreds of experts, advisors and issuers.
Explore the innovations transforming advice delivery. Learn how top firms are building scalable, tech-enabled practices and turning technology into a competitive advantage.
Fine-tune your processes and strategies, from M&A to succession planning, compensation, human capital and leadership.
Your next move starts with the right conversation.
Explore investment, technology and business strategies alongside peers who understand your challenges—and leaders with experience you can learn from.
Peers who share your ambition.
Connect with advisors, CIOs, founders and firm leaders navigating many of the same decisions you are. Compare approaches, exchange experiences and gain perspective from people leading advisory businesses through growth and change.
Partners behind your next move.
Explore ideas with asset managers, fintech innovators and specialists serving advisory firms. Ask questions, compare capabilities and discover approaches that could strengthen your investment offering, technology and business.
Connections that matter.
From curated meetings and advisor-to-advisor exchanges to small-group roundtables, EDGE creates opportunities for focused conversations. Connect around shared interests, work through challenges and take discussions beyond the session room.
Leaders shaping the industry.
Hear directly from advisory firm executives, investment leaders and technology innovators. Learn what they tried, what they learned and how they are approaching the decisions shaping their firms’ futures.
2026 speakers included: Michael Kitces, Kay Lynn Mayhue, Cameron Dawson, Eric Sterner, Jason Pereira and many more.
Ideas that move you forward.
Where could your investment offering evolve? Which technologies deserve your attention? What will your next stage of growth require? Explore practical perspectives across investment strategies, technology and business leadership.
Conversations that last.
Some of the most valuable exchanges happen between sessions. Continue the conversation over dinner, reconnect at a reception and get to know peers beyond their job titles—all in the surroundings of The Boca Raton.
Specialized insights. Specialized networking.
EDGE 2026 Summits
AI Assembly Summit
Built for RIAs ready to move beyond experimentation and into implementation. This track focuses on how forward-thinking firms are deploying AI not just to create content, but to drive action, efficiency and measurable growth. This isn’t theory. It’s a blueprint for building the AI-enabled firm of the future.
Private Markets Summit
Not just the same old asset class updates, this Summit is education focused - specifically designed for all CIOs, wealth management executives and advisors looking for actionable best practices on private market investing.
Strategic Investing Summit
The Strategic Investing Summit brings together CIOs and wealth‑management leaders to dissect the key forces reshaping modern portfolios in 2026 — from commodity cycles and international allocation shifts, to the rise of digital assets and tax efficient investments.
Tech for Growth Summit
Designed for RIAs focused on turning technology into a true growth engine. This track explores how leading firms are using data, automation, cybersecurity, tax strategies, and client experience technology to drive revenue, strengthen trust and make better executive decisions.
Ultra-High-Net-Worth (UHNW) Summit
Created for family offices and RIAs ready to move beyond traditional approaches and embrace innovative strategies for managing and preserving ultra-high-net-worth (UHNW) family wealth.
Expert speakers that took the stage in 2026:
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Sponsors and partners
Join these industry leaders in 2027. Contact our team to learn more.