Fast-track your RIA growth with proven C-level strategies
Lasting relationships. Real solutions. Clear results.
+
attendees
%
of RIA firms attending manage $500M+ in assets
+
senior advisors
%
of attendees are C-level
$T
in total AUM
What makes RIA Edge Nashville unique?
This is where the RIA elite connect, collaborate and shape the future. RIA Edge Nashville 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.
Who you'll meet
RIA Edge Nashville gathers a unique community of 350+ senior leaders and innovators from across the wealth management industry, featuring 250+ senior advisors from some of the most influential wealth management firms across the U.S.
RIA firms that attended in 2025 include EP Wealth Advisors, Mariner Wealth Advisors, Oppenheimer, RBC, Wealthspire and many more.
Hear from the experts
RIA Edge Nashville is designed to help your firm rise to the top with unmatched learning and networking experiences that will ignite your next wave of growth.
Put yourself in the room with business leaders from some of the top RIA firms as well as the industry’s most renowned human capital, strategic planning, marketing and technology consultants. 2025 speakers included Cary Carbonaro, Daniel V. Beringer, Stephanie Bogan, Doug Huber and many more.
Tech for Growth Summit
RETURNING IN 2026!
Technology insights and connections to help scale your business.
Helping elite advisors leverage technology to unlock business growth and create scalable, repeatable and personalized experiences for your clients.
FAB for Women Leaders
Financial Advisor Breakfast (FAB) for Women Leaders in Wealth Management, is an exclusive event 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
EDGE Roundtables
EDGE Roundtables offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers. Each roundtable discussion will be carefully curated to address a specific topic or challenge, ensuring that you can choose sessions aligned with your interests and professional goals.
EDGE Meetings
High impact, matchmaking meetings you can schedule with other attendees through the RIA Edge Nashville event app.
Meet new people, share best practices and ideas, make new friends and establish new business relationships.
Abe Shekel
Regional VP of Advisor Partnerships
401GO
The event in Nashville was one of the best we've been to, hands down. Looking forward to the next one.
Boost your visibility
Sponsor RIA Edge Nashville 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, you can attend RIA Edge Nashville for free!
Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.
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2025 Sponsors
Become a sponsor in 2026. Contact our team to learn more.