Stand out from the crowd
Connect with 350+ decision-makers from the country's most elite advisory firms. Tell us what you want to achieve. We'll help you get there.
Get in touch at sponsoredge@informa.com
Win new business from a captive audience
Boost your visibility
Showcase your new product with an exhibition booth.
Share gated content about your company and what you can offer, engage in real-time with the delegates that visit your booth, access visitor data and come away with measurable ROI with our data analytics and reporting capabilities.
Shape the debate
Show why you're an industry leader at RIA Edge LA.
Take a solo speaking slot or join an expert panel and demonstrate why you're worth doing business with. You could also host a curated roundtable discussion with your key audience and get into the nitty-gritty of your specialist area.
Make a splash
Host a targeted or wider gathering at breakfast, lunch or dinner. In a high or low-profile way. It's up to you.
Just let us know who your key clients are and we'll invite them for you. Or host the entire audience to really make your mark.
Richer insights. Actionable leads.
Taking your event strategy to the next level, Lead Insights is your lead ranking, scoring and reporting dashboard. As a sponsor/exhibitor of our events, Lead Insights gives you data-driven insights into all your interactions with delegates. Access your account to find out who's engaging, what they're engaging with and why it matters.
Prioritize leads, drive meaningful conversations and maximize ROI like never before.
The job titles and the advisory firms 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