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RIA Edge Austin
November 9-11, 2026
Four Seasons AustinAustin, TX
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RIA Edge Austin Day 3 - US Central

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RIA Edge Austin Day 3 - US Central
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Showing 1 of 1 Streams
8:00am - 9:00am
Registration and Breakfast for all Participants
Showing 1 of 1 Streams
9:00am - 9:05am
Chairman’s Welcome
  • David Armstrong - Executive Director, Content and User Engagement, Wealth Management
9:05am - 9:25am
Fireside Chat
9:25am - 10:05am
Inside The Strategies Of Top RIAs

Top RIAs are scaling smarter, not just faster. Industry leaders share the strategies, lessons, and adaptations fueling their success in today's market. Take home proven tactics to unlock sustainable growth for your firm.

  • Alex Ortolani - Sr. Reporter, Wealth Management Group
  • James Bogart - Founder and CEO, Bogart Wealth
10:05am - 10:40am
No More Guessing: The M&A Insights Every RIA Leader Should Have
  • Jake Tomes - CEO, Level Four Group, LLC
Showing 1 of 1 Streams
10:40am - 11:10am
Morning Networking and Refreshment Break
Showing 1 of 1 Streams
11:10am - 11:45am
Standing Out: Building a Winning Profile for Growing RIAs
  • Joe Anthony - President, Gregory FCA
  • Meghan McCartan - CMO, Composition Wealth
  • Deana Lewis - CMO, The Mather Group
11:45am - 12:05pm
Fireside Chat
Showing 1 of 1 Streams
12:05pm - 12:45pm
Lunch for all Participants
12:45pm - 1:10pm
Dessert in Foyer
Showing 1 of 1 Streams
1:10pm - 1:50pm
From Wealth Manager to Family Office Advisor: Building the Next Growth Engine for RIAs

As competition for ultra-high-net-worth clients intensifies, leading RIAs are expanding beyond traditional wealth management to deliver a family office experience. This session explores which services truly matter, how firms are building scalable models, and where CEOs should invest to create deeper client relationships, stronger organic growth, and lasting competitive differentiation.

  • Chayce Horton - Associate Director, Wealth Mangement, Cerulli Associates
1:50pm - 2:20pm
Needs of a New Generation of Investors
  • Josh VanDervort - Regional Vice President – Advisory Life Distribution, Nationwide
  • Nicholas Garcia - Principal Wealth Advisor, Compound Planning
2:20pm - 2:25pm
RIA Edge Austin Concludes
RIA Edge Austin Day 2
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