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
- Alphastar Capital Management, Platform Experience Coordinator
- Apollon Wealth, Chief Growth Officer
- Beverly Hills Private Wealth, Managing Director
- Bramshill Investments, Executive Director
- Brio Financial Group, CEO/CCO
- Capital Planning, CEO/Wealth Advisor
- Capital Planning, Wealth Advisor
- CFG Wealth Management, Principal
- Channel Wealth, CEO
- Choreo, Digital Strategist
- Compound Planning, Principal Wealth Advisor
- East West Bank, COO
- Emerald Advisors, Managing Partner
- Farther, CEO
- Farther, Vice President, Wealth Advisor
- Farther, VP, Wealth Advisor
- Focus Financial Partners, President, International Operations
- Kingbridge Investment Partners, CIO
- Kingbridge Investment Partners, VP - Relationship Management
- Kingsview Partners, Partner, Wealth Manager
- LNW, CMO
- Main Street Advisors, COO
- Mission Wealth, CMO
- Modern Wealth Management, Senior Advisor
- Modern Wealth, VP, Partnership Development
- Morton Wealth, Chief Experience Officer
- NW Asset/RIA Innovations, COO
- Oppenheimer, Managing Director
- Paradigm Asset Management Co. LLC, Founder, President, & CEO
- Perennial Financial Services, Senior Vice President, Financial Advisor
- Phocus Financial, Partner
- Portside Wealth Group, Partner & COO
- Presidio Capital Management, COO
- Raymond James, Division Manager
- Schwab, Business Development Officer
- SEIA, Director of Trading Ops
- Stonebrook Private, Managing Director
- Strategic Innovations Advisors, CEO
- Trilogy, Chief Development Officer
- Trilogy, Executive VP & CSO
- Visdom Investment Group LLC, Founder & CEO
- Waterloo Capital, SVP, Partnerships
- Wealthcare Capital, President & CEO
- Wealthspire, CMO