April 14 - 15, 2026
Four Seasons HotelNashville, TN+
attendees
%
of RIA firms attending manage $500M+ in assets
+
senior advisors
%
of attendees are C-level
$T
in total AUM
A snapshot of advisory firms and job titles in attendance
- &Partners, LLC, Co-President
- 1808 Capital Partners, Managing Partner, CCO
- Acadia Wealth Planning, Founder, Advisor
- Adapt Wealth Advisors, COO, Partner
- Alera Group, Chief Growth Officer
- Anchor Wealth Management Group LLC, Founder
- Apollon Wealth Management, Founding Partner
- Aprio Wealth Management, Chief Wealth Officer
- Aptus Capital Advisors, Investments Services
- Athenian Private Client Group, Private Wealth Advisor
- Berkshire, Partner
- BlueSky Wealth Advisors, Senior Wealth Advisor, Partner
- Bogart Wealth, President
- Brooklyn Investment Group, Chief Revenue Officer
- Burney Co., Senior Managing Director
- C2P Enterprises, CMO
- Capital Park Advisors, Principal
- Carson Group, SVP - M&A
- Chiron Capital Management, Owner, Managing Director
- Cohen & Steers, Director, Enterprise RIA and Family Office Consultant
- Covenant Partners, Senior Wealth Advisor
- CREIDIM Wealth Partners, Founder, Wealth Advisor
- Curi Capital, Partner, Senior Wealth Manager
- CW Advisors, Wealth Manager
- Dana Investment Advisors, SVP, Portfolio Manager
- Dimensional Fund Advisors, Regional Director - Family Office
- Dynamic, CEO
- EP Wealth Advisors, LLC, CCO, Managing Director, Compliance & Risk
- Essex Financial Services, COO
- Family Wealth Group/FWG Investments, COO, CFO
- First Clearing, Wells Fargo Advisors, National Director
- FL Putnam Investment Management Co., Chief Administrative Officer
- Fortis Capital Advisors, Chief Growth Officer
- Fusion Financial Partners, President
- Gateway Financial Partners, LLC, Founder and CVO
- Granite Bay Wealth Management LLC, President
- GreenUp Wealth Management, CIO
- Haven Financial Planning, CEO
- Hibernia Wealth Partners, CEO
- Hightower Advisors, Head of M&A
- Inflection Financial, Partner
- Innovest Global Wealth, Chief Investment Officer
- Integrated Financial Group, CEO
- Integrated Partners, President
- Khelp Financial, Crypto Invsestment Manager & Advisor
- Kingsview Partners, Partner, Wealth Manager
- Mariner, Managing Director, Senior Weath Advisor
- Martin Investment Management, LLC, Managing Director
- Montis Financial, Managing Partner
- New Harbor Financial Group LLC, Partner, Co-Founder
- Odingard Capital Management, President
- Onyx Bridge, Partner
- Parallel Advisors, Principal
- Perigon Wealth Management, Head of Advisor Success & Integration
- Pinnacle Family Advisors, LLC, Chief Investment Officer
- Portside Wealth Group, COO, Co-Founder
- Prepared Retirement Institute, LLC, CEO
- QE Wealth Management, Founder & Wealth Management Advisor
- RBC Clearing & Custody, Chief Technology Officer
- Rede Wealth, COO
- Retirement Planners of America, Chief Operating Officer
- RFG Advisory, VP of Technology and Operations
- Roffman Miller Wealth Management, Investment Manager
- RTD Financial, Managing Partner
- Secure Financial Management, President
- ShoreHaven Wealth Partners, Founding Partner & Chairman
- SKK, COO, CISO
- Sollinda Capital Management, CEO
- Sound Income Strategies, Director
- Steadmont Advisors, President
- Swan Global Investments, Director of National Accounts
- The Oasis Group, CEO
- Tony Walker Financial, Advisor
- Triumph Capital Management, Financial Advisor
- Tucker Asset Management, Investment Advisor
- Verdence Capital Advisors, Director, Private Wealth Advisor
- VestGen Wealth Partners LLC, President & CFO
- Waterloo Capital, SVP, Partnerships
- WealthCrossing, CEO
- Wealth Enhancement, Director of Advisory Services
- Williams Private Wealth Advisory & Consulting, LLC, President
Surround yourself with decision makers
RIA Edge events bring together CEOs, CIOs, CTOs and COOs together in one place, creating a truly unique, all-in-one networking opportunity.
Assets under management
This past October, the advisors at RIA Edge Los Angeles represented over $2 trillion in client assets.
Quantity and quality
RIA Edge events are home to a premier class of RIAs with the majority of attending firms managing over half a billion dollars.