EDGE by the numbers
Quality over quantity. Access senior decision makers from the country's most elite RIA firms.
0+
Leaders and advisors
0%
of attending advisors manage over $500M in assets
$0T
Total managed assets
Advisor insights
Managing wealth successfully at scale
- 70% of advisor attendees directly manage $500 million+ in assets
- EDGE advisor attendees manage the highest average AUM of all industry events
- Firms under $5 billion managing an impressive $974 AUM on average
Surround yourself with decision makers
250+ C-level advisor decision makers attended in 2023 including 150+ CEOs and Managing Partners. Wealth Management EDGE brings together CEOs, CIOs, CTOs and COOs together in one place, creating a truly unique, all-in-one networking opportunity.
Advisors by type
Over 70% of the advisors attending Wealth Management EDGE were from independent RIAs.
Advisors by job function
Meet with key decision makers from each vertical of some of the country's fastest growing RIA firms.
Here's a snapshot of the 2024 delegates' job titles and the advisory firms attending
3EDGE Asset Management, CIO
Advanced Financial Strategies LLC, President
Aire Advisors, COO
Alera Group, EVP Wealth Services
Alliance Global Partners, Senior Wealth Manager
Arbor Invest, President
Ashton Thomas Private Wealth, Director of Advisor Development
Associated Financial Consultants, Partner
Associated Financial Consultants, Senior Advisor
Associated Investment Services, Shareholder, Financial Advisor
AssuredPartners Investment Advisors, President
Basepoint Wealth, CIO, Managing Partner
Bay Colony Advisors, CEO
Berkshire Asset Management, Partner/Portfolio Manager
Bogart Wealth, COO
Bogart Wealth, CEO/President
Bradley, Foster & Sargent, COO
Burney Company, President
Burney Company, Senior Managing Director
Capital Planning LLC, President/COO
Captrust, Senior Director
Captrust, Head of Investment
Castellano Family Office, Co-Founder/CCO
Castellano Family Office, Founding Partner
Castle Wealth Management, Principal
Castle Wealth Management, Sr. Financial Planner
Centura Wealth Advisory, COO
CG Wealth Management, Senior Portfolio Manager
Clough Capital Partners, CEO
Coastal Bridge Advisors, President
Connectus, CXO
Constellation Wealth Advisors, Managing Partner/Co-Founder
Cook Wealth, CEO
Cook Wealth, COO
Country Financial, CFA/Retirement Specialist
Credent Wealth Management, Principal/ Chief Business Office
Dalphia Partners, CEO
Destiny Family Office, Partner
Eagle Bay Family Office, COO
East West Bank, COO
Element Pointe Family Office, President & CIO
Element Pointe Family Office, Sr. Wealth Planning Specialist
Emerald Financial Group/JW Cole, CEO/Financial Advisor
Ensemble Capital Management, CAO
Essex Financial Group, COO
Element Pointe Family Office, President & CIO
Element Pointe Family Office, Sr. Wealth Planning Specialist
Emerald Financial Group/JW Cole, CEO/Financial Advisor
Ensemble Capital Management, CAO
Essex Financial Group, COO
Exchange Capital Management, CIO
Exchange Capital Management, Partner/ Sr. Investment Advisor
Falcon Wealth Planning, President
Falcon Wealth Planning, Managing Partner
Farther, CEO
Fiori Financial Group, CEO
Flexible Plan, VP
Focus Financial - Brown, Martin & Assoc, Partner/Financial Advisor
Fusion Financial Partners, President & Managing Partner
Fusion Financial Partners, President & Managing Partner
Gibraltar Capital Management , Co-Founder/VP
Global Wealth Advisors, CEO
Global Wealth Advisors, Managing Partner
Global Wealth Advisors, Managing Partner
Globalt Investments, CEO/President
GM Advisory Group, Private Wealth Advisor
Great Point Wealth Advisors, Founder/Managing Member
Greenwich Wealth Management, Founding Member
Harvest Volatility Management, LLC, CEO
Hibernia Wealth Management, Senior Advisor
High Net Worth Advisory Group, Managing Partner
Hohimer Wealth Management, CCO
Human Interest, Investment Director
IEQ Capital, Managing Partner
Impact Financial/Commonwealth Network, Principal
Integrated Partners, President and Founder
Intellicents Inc., CEO
Invst, COO
IVC Wealth Advisors, VP/Partner
Jaffe Tilchin Wealth Management, DOO/Partner
Lavaca Capital, Managing Director
Legacy Financial Advisors, CIO
Legacy Wealth Management, Managing Principal
Lifeworks Advisors, CTO
Lifeworks Advisors, VP of Business Operations
Manhattan West Financial, CSO
Marcum Wealth, Sr. Financial Advisor
Marcum Wealth Management, CTO
Mariner Wealth Advisors, Managing Director
Mariner Wealth Advisors, Managing Director
Mariner Wealth Advisors, Managing Director
Mariner Wealth Advisors, VP
Merit Financial Advisors, COO
Moran Wealth Management, CSO
Moran Wealth Management, CCO
Morgan Stanley, VP
Morgan Stanley, VP/Sr. Portfolio Manger
Mount Yale Capital Group, Founding Partner
Mount Yale Capital Group, VP Investments
New England Private Wealth Advisors, CEO/Managing Member
Noble Family Wealth, CEO/Managing Partner
Ohnward Bancshares, Chief Investment Officer
Old Slip Capital Partners, Managing Principal
One Digital Wealth & Retirement, President
Park Avenue Financial Advisors, Founder
Phocus Financial, VP of Wealth Services
Prime Capital Investment Advisors, Chairman, Managing Partner
Prime Capital Investment Advisors, CEO
Private Wealth Solutions/Kovacks Advisors, President
Private Wealth Solutions/Kovacks Advisors, President
Regal Financial Group, CEO
Regency Wealth Management, Managing Partner
Resonant Capital Advisors, CIO
Savvy Wealth, Principal Wealth Manager
Savvy Wealth, Growth Leader
Seaview Investment Managers, Managing Director
SEIA, Director of M&A
Sen Family Office, Senior Director
Signet Financial Management LLC, CEO
Singer Wealth Management, President
Singer Wealth Management, Investment Advisor Representative
SkyPath Private Wealth, Founding Partner
SkyPath Private Wealth, Founding Partner
Sound Income Group, CTO/COO
Sound Income Group, CCO
Steel Peak, Business Development Manager
Stephens Wealth Mgt Group, Wealth Advisor, CIO
Summit Financial, Director of Business Dev
Tallus Capital Management, Sr. Wealth Advisor
The Vistria Group, Operating Partner
Three Bearings Fiduciary Advisors, President & CIO
TimeScale Financial, COO
Tiras Wealth Management, SVP
Tobias Financial Advisors, CEO/Senior Wealth Advisor
Tupler Financial, President
Uniplan Investment Counsel, CIO
Vident Asset Management, SVP, Head of Portfolio Management
Wealth Enhancement Group, Business Development Director
Wealthcare Capital Management, President
Wealthspire, Head of M&A
"Some of the best people in the industry and country that you follow, read and learn about through the year are at EDGE"
Hear from Brett Orvieto, Managing Director of Dakota Wealth Management, LLC, on his experience at Wealth Management EDGE and how the best leaders in the industry are present at the event.
"Edge is an incredible opportunity for people to network amongst themselves across all of the platforms"
Hear from Megan Bowen, Executive Search Professional at Russell Reynolds Associates on her experience at Wealth Management EDGE.
"In the market that we are in, these events are particularly important to the growth of the industry"
Hear from Tito Pombra, President and Founder of Adviser Compliance Consulting Inc. on the value of networking at Wealth Management EDGE.