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October 7-8, 2025
Ritz-Carlton | Marina del Rey, CARIA Edge Los Angeles by the numbers
Access senior decision makers from the country's most elite RIA firms.
+
attendees
%
of RIA firms attending manage $500M+ in assets
+
senior advisors
%
of attendees are C-level
$T
in total AUM
Surround yourself with decision makers
RIA Edge Los Angeles brings together CEOs, CIOs, CTOs and COOs together in one place, creating a truly unique, all-in-one networking opportunity.
Assets under management
This October, the advisors at RIA Edge Los Angeles represent over $2 trillion in client assets.
Quantity and quality
RIA Edge Los Angeles is home to a premier class of RIAs with the majority of attending firms managing over half a billion dollars.
A snapshot of advisory firms and job titles in attendance
- Allworth, EVP, Mergers and Acquisitions
- Alpha AI, Founder
- AlphaStar Capital Management, COO
- Apella Wealth, Partner & Senior Financial Planner
- Apollon Wealth, Chief Growth Officer
- Avella Private Wealth, Managing Member
- Beverly Hills Private Wealth, Managing Director
- Bramshill Investments, Executive Director
- Brio Financial Group, CEO/CCO
- Canterbury Consulting, VP
- Capital Park Securities, Principal
- Capital Planning, CEO/Wealth Advisor
- CFG Wealth Management, Principal
- Channel Wealth, CEO
- Chase Investment Counsel, President
- Choreo, Digital Strategist
- Clifford Swan Investment Counsel, COO
- Coastline Wealth Management, CEO
- Compound Planning, Principal Wealth Advisor
- Concurrent Investment Advisors, COO
- Eagle Brook Advisors, Director
- East West Bank, COO
- Elevation Point, Head of Growth
- Emerald Advisors, Managing Partner
- Equity Armor Investments, CEO
- Ethic, General Manager, Advisor Channel
- Falcon Wealth Planning, Managing Director
- Farther, CEO
- Fiera Capital, Senior Principal
- First Clearing, Executive Director, Business Development
- First Pacific Financial, CEO
- Focus Financial Partners, President, International Operations
- Herrick Wealth Management, Director
- Hightower Advisors, Co-Head of M&A
- Inspire Advisors, President
- Invictus, President and Founder
- JSF Financial, COO
- Kingbridge Investment Partners, CIO
- Kingsview Partners, Partner, Wealth Manager
- LNW, CMO
- MAI Capital, Chief Digital and Technology Office
- Main Street Advisors, COO
- Mariner Wealth Advisors, Vice President
- Merit Financial Partners, VP of Strategic Partnerships
- Mission Wealth, CMO
- Modern Wealth Management, Senior Advisor
- Morgan Stanley, Financial Advisor, First Vice President
- Morton Wealth, Chief Experience Officer
- NFP Retirement Inc., Managing Director
- NW Asset/RIA Innovations, COO
- NWF Advisory, CCO
- Old National Bank WM, Senior Director, Financial Institutions
- One Wealth Inc., Partner
- Oppenheimer, Managing Director
- Paradigm Asset Management Co. LLC, Founder, President, & CEO
- Pathway Capital, Head of Wealth
- Perennial Financial Services, Senior Vice President, Financial Advisor
- Perigon Wealth, Head of Advisor Success & Integration
- Phocus Financial, Partner
- Polen Capital, Relationship Manager
- Portside Wealth Group, Partner & COO
- Presidio Capital Management, COO
- Private Wealth Solutions, Founder
- QE Wealth Management, Founder & Wealth Management Advisor
- Raymond James, Managing Director
- Sage Advisory, Director
- Schwab, Business Development Officer
- SEIA, Director of Trading Ops
- Synergy Asset Management, President & CCO
- The Mather Group, Sr. Director Strategic Partnerships
- Tori Investimentos, CIO
- Towle & Company, Head of Capital Formation
- Trilogy, Chief Development Officer
- UBS, VP/Financial Advisor
- Visdom Investment Group LLC, Founder & CEO
- Vita Investimentos/Tori Investimentos, CEO
- Waterloo Capital, SVP, Partnerships
- Wealthcare Capital, President & CEO
- Wealthspire, CEO
- Zandenbergen Group, Founder/CEO