Waldorf Astoria Monarch Beach | Dana Point, CA
Where growth-focused RIAs and innovators scale smarter, together
Meet the leaders. Leverage winning tech, business growth, and investment strategies.
Connect with a high-quality, senior audience
Senior leaders from the following advisory firms are set to attend: Ethic, Farther, Merit Financial Advisors, Modera Wealth and Perigon Wealth Management. Register today to join them.
+
attendees
%
of RIA firms attending manage $500M+ in assets
+
senior advisors
%
of attendees are C-level
$T
in total AUM
Why you can’t afford to miss RIA Edge Orange County
This is where the RIA elite connect, collaborate and shape the future. RIA Edge Orange County 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.
Hear from the experts
Connect with RIA executives and leading experts in human capital, strategy, marketing, and technology.
Speakers include:
- JC Abusaid, CEO, Halbert Hargrove
- Mike Wunderli, Managing Director, Head of M&A, CAPTRUST
- Kate Healy, CEO and Co Founder, AdvoKate IQ, LLC
- Matt Ackerman, Chief Brand Officer, Integrated Partners
Tech for Growth Summit
Transform your practice with strategic technology solutions.
Technology is no longer just a support function—it's the foundation of sustainable growth. The Tech for Growth Summit brings together elite advisors and industry-leading technology experts to explore how the right tech stack can unlock new levels of efficiency, scalability, and client satisfaction.
Engage with leaders
RIA Edge Orange County brings together an exclusive community of 350+ senior leaders and innovators shaping the future of wealth management. Connect with 250+ senior advisors from the nation's most influential RIA firms—collectively representing over $2 trillion in assets under management. More than 50% of attendees are C-level executives with the authority to drive strategic decisions and implement transformative change at their firms.
Firms in attendance include IEQ, Ethic, Farther, Merit Financial Advisors, Modera Wealth, Perigon Wealth Management and many more.
EDGE Meetings
Strategic 1:1 connections that drive real results.
EDGE Meetings are high-impact, double opt-in sessions you can schedule directly through the event app. Connect with fellow attendees who share your interests, challenges, and goals—ensuring every conversation is relevant and valuable.
Turn brief encounters into meaningful connections that extend well beyond the event.
EDGE Roundtables
Intimate, peer-led discussions on your most pressing challenges.
RIA Edge Roundtables offer a unique forum for engaging conversations and collaborative problem-solving in small, curated groups of your peers. These interactive sessions create a safe space to dive deep into specific topics, share real-world experiences, and tackle challenges together. Leave with actionable insights, proven strategies, and connections to advisors you can call long after the event ends. This is peer learning at its most powerful.
FAB for Women Leaders
FAB for Women Leaders in Wealth Management is an exclusive event created for female advisors and allies, dedicated to fostering professional development and community among successful women in the industry. FAB offers a unique platform to discuss strategies for drawing more women into wealth management, sharing skills and supporting each other's growth, both personally and professionally.
*Invite only
Top advisory firms attending
Boost your visibility
Sponsor RIA Edge Orange County and gain access to the wealth management industry’s most important decision-makers and influencers.
Tell us your goals and we'll help you achieve them. Lead discussions as an expert speaker and build a unique sponsorship package to put your company at the front of your buyers' minds. Opportunities are limited. Reach out now!
Contact us by emailing sponsoredge@informa.com.
Advisor Premium Program
If you're one of the industry's top financial advisors and hold a leadership role within your company, you may be eligible for a complimentary advisor pass!
This premium access package includes:
- Full access to the two-day event
- Invitations to exclusive networking opportunities designed for industry leaders
- Priority consideration for private meetings, executive lunches and dinners
Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.
Interested in applying? Email Steve at steve.tichenor@informa.com.
Get the latest event updates
Sponsors and Partners
Join these industry leaders in 2026. Contact our team to learn more.