Four Seasons Austin,
Austin, TX
Fast‑track RIA growth
Proven C‑Suite strategies. Insights from leaders who’ve scaled.
+
attendees
%
of RIA firms attending manage $500M+ in assets
+
senior advisors
%
of attendees are C-level
$T
in total AUM
What makes RIA Edge Austin unique?
This is where the RIA elite connect, collaborate and shape the future. RIA Edge Austin brings together top leaders and executives from the fastest-growing firms for conversations that matter.
With sessions designed to address today’s most pressing challenges - scaling with AI, navigating M&A, and attracting top talent - we get straight to the strategies that work. If growth is your goal, this is where it happens.
Who you'll meet
RIA Edge Austin gathers a unique community of 300+ senior leaders and innovators from across the wealth management industry, featuring 200+ senior advisors from some of the most influential wealth management firms across the U.S.
Hear from the experts
RIA Edge Austin is designed to help your firm rise to the top with unmatched learning and networking experiences that will ignite your next wave of growth.
Put yourself in the room with business leaders from some of the top RIA firms as well as the industry’s most renowned human capital, strategic planning, marketing and technology consultants.
Tech for Growth Summit
Technology insights and connections to help scale your business.
Helping elite advisors leverage technology to unlock business growth and create scalable, repeatable and personalized experiences for your clients.
EDGE Roundtables
EDGE Roundtables offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers.
Each roundtable discussion will be carefully curated to address a specific topic or challenge, ensuring that you can choose sessions aligned with your interests and professional goals.
EDGE Meetings
High impact, matchmaking meetings you can schedule with other attendees through the RIA Edge Austin event app.
Meet new people, share best practices and ideas, make new friends and establish new business relationships.
The hottest topics
- Navigating AI, Regulation, and Risk in Wealth Management
- How RIAs Win Through People, Process and Purpose
- Accelerate Growth and Attract Top Talent
- Succession Planning: Building Legacy and Continuity in Your RIA
- Everything You Wanted to Know About M&A But Were Afraid to Ask
More insight, connection and relevance to where the industry is headed.
Advisor Premium Program
If you're one of the industry's top financial advisors, you can attend RIA Edge Austin for free!
Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.