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 attending
Under $5B in AUM
- Alera Group, Chief Growth Officer
- Aprio Wealth Management, Chief Wealth Officer
- Bison Wealth, CEO
- Bogart Wealth, President
- CapWealth, CEO & President
- CM Wealth Advisors LLC, Chief Financial Officer
- Constellation Wealth Advisors, CEO
- Credent Wealth Management, Chief Business Officer
- Diversified, LLC, President
- Elevation Point, Founding Partner, President of Wealth Management
- Essex Financial Services, COO
- Johnson Sterling, Inc., President, CEO
- Odingard Capital Management, President
- Retirement Planners of America, Chief Operating Officer
- RMR Wealth Builders, Inc., CEO
- Sandhill Investment Management, Managing Partner, COO
- Trilogy Financial, Chief Development Officer
- VestGen Wealth Partners LLC, President & CFO
$5B - $15B in AUM
- Apollon Wealth Management, Founding Partner
- Aptus Capital Advisors, Investments Services
- Curi Capital, Partner
- CW Advisors, Wealth Manager
- Dana Investment Advisors, SVP, Portfolio Manager
- Dynamic, CEO
- F.L.Putnam Investment Management Co., Chief Administrative Officer
- Kingsview Partners, Partner, Wealth Manager
- Merit Financial Advisors, Chief Operating Officer
- OnePoint BFG Wealth Partners, CTO
- Parallel Advisors, Principal
- Perigon Wealth Management, CEO
- Plancorp Wealth Management, Chief Business Development Officer
- SKK, COO, CISO
- The Mather Group, Sr. Director, Strategic Partnerships
$15B+ in AUM
- &Partners, LLC, Co-President
- Artisan Partners, Regional Director
- Bernstein Private Wealth Management, National Director, UHNW Growth and Innovation
- Breckinridge Capital Advisors, Senior Relationship Manager
- Carson Group, SVP - M&A
- CREIDIM Wealth Partners, Founder, Wealth Advisor
- Dimensional Fund Advisors, Regional Director - Family Office
- EP Wealth, CCO, Managing Director, Compliance & Risk
- Fusion Financial Partners, President
- Hightower Advisors, Head of M&A
- IEQ Capital, Senior Director
- Integrated Financial Group, CEO
- Integrated Partners, President
- MAI Capital Management, Chief Information and Digital Officer
- Mercer Advisors, VP, Partner Development
- Mesirow, COO, Wealth Management
- Modera Wealth Management, Head of M&A
- Synergy Wealth Alliance, CEO
- Twenty Four Wealth Management, CEO
- Wealth Enhancement, Director of Advisory Services
- Wealthspire, CEO
Assets under management
In 2025, the advisors at RIA Edge Nashville represented over $1.5 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.