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
Three drivers of growth. One connected strategy.
Investment decisions, technology and leadership shape how your firm grows. Compare approaches with advisory leaders and explore ideas you can put to work across your business.
Investment Strategies
Differentiate your investment offering.
Explore portfolio strategies, private markets and tax-efficient approaches that help you address more complex client needs.
Technology & AI
Turn innovation into capacity.
Evaluate the tools, integrations and practical applications that help your team work more effectively and deliver a stronger client experience.
Business & Leadership
Grow a stronger advisory business.
Sharpen your approach to organic growth, M&A, leadership, talent and succession—with strategies for your firm’s next stage.
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.
EDGE brings together 1,000+ advisors from across the US, with $28 trillion in managed assets represented. Meet the founders, investment executives and firm leaders behind advisory businesses at every stage of growth—from independent boutiques to national firms.
EDGE attracts firms across a wide range of AUM levels. Past participating firms included:
Under $5B: Bogart Wealth, Halbert Hargrove and Savvy.
$5B–$15B: Mission Wealth, Modern Wealth Management and RFG Advisory.
$15B+: CAPTRUST, Hightower and Mercer Advisors.
With 60% of attending firms managing more than $500 million in assets, EDGE combines national reach with meaningful access to established advisory businesses.
Partners behind your next move.
Meet the companies supporting how advisory firms invest, operate and grow. EDGE brings together established industry partners and emerging innovators across asset management, wealth technology and specialist business services. Past solution and product providers include:
Investment managers: Goldman Sachs, Blackstone, Dimensional Fund Advisors and Franklin Templeton.
Technology providers: Orion, InvestCloud, Advyzon and YCharts.
Business specialists: FP Transitions, Snappy Kraken, BELAY Solutions and ComplianceAdvisor.
For participating providers, EDGE also creates opportunities to understand advisor priorities and develop relationships across the wealth management community.
Communities that inspire.
Connect with fellow advisors, firm leaders and specialists who share your interests and challenges.
EDGE brings together CEOs navigating firm growth, CIOs shaping investment strategy, technology, and operations leaders improving how firms work. Leaders across functions can explore their priorities, compare what they learn and bring a more connected strategy back to the firm.
Women in Wealth, NextGen and focused peer discussions create additional opportunities to share experiences, develop relationships and learn from one another.
Find and connect with people who share your responsibilities, ambitions and experiences.
Gain fresh perspectives. Make meaningful connections.
Leaders shaping the industry.
Hear from executives at some of the largest and fastest-growing advisory firms, founders of fintech and wealthtech startups, leaders from major investment managers and influential voices across wealth management.
Past speakers include Peter Mallouk, CEO of Creative Planning; Cameron Dawson, CIO at NewEdge Wealth; and Elizabeth Hioe, Chief People Officer at Mercer Advisors.
Industry voices including Michael Kitces, Dr. Joshua Wilson, Kate Healy, and Jason Pereira bring further perspectives on the opportunities shaping advice.
They approach the industry from different angles, with a shared focus on helping advisory businesses and their clients succeed. EDGE brings those perspectives together so speakers and attendees can exchange ideas, challenge assumptions and learn from one another.
Ideas that move you forward.
Explore investment strategies, technology and business leadership through the experiences of people putting ideas into practice. Learn how advisory firms approach growth, how innovators address industry challenges and how investment leaders evaluate opportunities for client portfolios.
Across the program, examine portfolio construction, private markets and tax-efficient investing; practical applications of AI and connected technology; and approaches to organic growth, M&A, succession, leadership and talent.
Discover how these decisions connect. Expanding your investment offering has implications for technology and advisor expertise. Adopting AI raises questions about workflows, people and client relationships. Acquiring a firm requires integration across all three.
Deepen your knowledge in your own area, explore perspectives from other disciplines and bring practical ideas back to your team.
Connections that matter.
Find people who can help you grow—as an advisor, a leader and a business.
Learn from fellow advisors. Join Advisor2Advisor meetings to compare approaches, share challenges and learn from one another.
Find your next solution or partner. EDGE Meetings allow asset managers and solution providers to connect directly with advisory firm decision-makers to understand their priorities and explore opportunities to work together.
Explore your next career move. NextGen mentor-mentee meetings connect younger advisors with experienced professionals for candid career advice and perspectives on what comes next.
Keep the conversation going. Roundtables, tech tours, meet-ups, invite-only experiences like the CEO dinner, golf and kayaking create more ways to exchange ideas and to get to know people beyond their professional roles.
Specialized insights. Specialized networking.
EDGE Summits – June 8.
Half day summits letting you dig deeper on the topics that matter most to you.
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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