Attendees

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

Attendees at RIA Edge West include financial advisors, manager, directors, and C-level executives

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.

RIA Edge West is home to advisors managing a combined 2 trillion dollars in assets

60% of advisors are from firms with $500 million or more in AUM

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.

Here's a snapshot of the advisory firms that will be there

& Partners LLC, Co-President
Abundance Wealth Counselors, Wealth Advisor
Alphastar Capital Management, COO, Manager
Archer Investment Corporation, Founder & President
Archford Capital Strategies, LLC, CEO and Founder
Ashton Thomas Private Wealth, Chief Operating Officer
Ballast, Inc., CEO
Beacon Pointe Advisors, Director, Mergers & Acquisitions
Beirne, Chief Marketing Officer
Bridgewater Advisors, Advisor
Burney Co., Senior Managing Director
C2P Enterprises, Director of Investment Operations
Capstone Financial Advisors, Inc., President
CapWealth, CCO
Chase Investment Counsel Corporation, President
Choreo, Vice President
Cobblestone Capital Advisors, LLC, Director, Business Development
Cohen & Steers, Senior Vice President
Concurrent Investment Advisors, Chief Compliance Officer
Constellation Wealth Advisors, Market President
CPC Advisors, Senior Relationship Manager, Financial Advisor
Credent Wealth Management , Principal, Chief Business Officer
Csenge Advisory Group, Senior Wealth Advisor
Dakota Wealth Management, Chief Strategic Officer
Destiny Family Office, Managing Partner
DiNuzzo Private Wealth, Partner, Wealth Advisor
Dock Street Asset Management, Vice President
Dynasty FP, Managing Director - Communications
etfEd Advisory LLC, Managing Principal
Ethic, CGO
F.L. Putnam, Principal, CAO
First Retirement Services, Financial Advisor
Fountainhead Advisors, COO
Gilbert & Cook, Partner, Advisor
Goldstone Financial Group, CMO
Greenrock Research, Principal
Hirtle, Callaghan & Co, COO
Hohimer Wealth Management, CCO, Director of Growth, Risk, and Optimization

Independence Square Advisors, Wealth Advisor
Independent Advisor Alliance, LLC, Chief Operations Officer
Journey Strategic Wealth, Advisor
Korhorn Financial Group, Inc., President, CFP
Lindberg & Ripple, Managing Principal
Linscomb Wealth, President & CEO
LJI Wealth Management, Wealth Manager, VP
Lumos Wealth Advisors, President, Senior Advisor
Manhattan West Asset Management, Chief Strategy Officer
Marcum Wealth, COO
Mariner Wealth Advisors, Vice President
Martin Investment Management, Managing Director
MCF Advisors, CEO
McIlrath & Eck, CEO
Morgan Stanley, VP, Sr. Portfolio Manger
NewEdge Capital Group, Co-Founder, CRO, CSO
Onyx Bridge Wealth Group, Partner, Advisor
Oppenheimer, Managing Director
Pallas Capital Advisors, Co-Founder, Managing Director
Paradigm Asset Management Co. LLC, Founder, President, & CEO
Perigon Wealth Management, CEO
QE Wealth Management, Founder & Wealth Management Advisor
RBC Clearing & Custody, CTO
Regent Peak Wealth Advisors, CFO
RFG Advisory, VP of Technology & Operations
RMR Wealth Builders, Co-Chairman
SageSpring Wealth Partners, President
Sequoia Financial Group, Executive Vice President, Corporate Development
Shepherd Financial Investment Advisory, COO
Signet Financial Management, CEO and CIO
Silver Oak Securities, President
Sowell Management, CEO, Founder
Swan Global Investments, Director of National Accounts
Tandem Investment Advisors, Inc., Founder & CEO
TFB Advisors, Investment Advisor
The High Net Worth Advisory Group, LLC, Managing Partner
The Planning Center, Shareholder/Sr. Financial Planner
Three Bell Capital, Senior Wealth and Portfolio Manager
Trademark Capital Management, CEO
Tria Capital Partners, Co-Founder, Managing Partner
Venturi Private Wealth Management, CEO, Founding Partner
Waddell & Associates, President
Waterloo Capital, SVP, Partnerships
Wealth Advisors Group, Partner, Financial Advisor
Wealthspire, Head of M&A

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