April 1 - 2, 2025
Four Seasons HotelNashville, TNJoin 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
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.
Here's a snapshot of the advisory firms that will be there
- & Partners LLC, Co-President
- 1834 Investment Advisors Co., CCO & Investment Operations Managing Director
- Abundance Wealth Counselors, Wealth Advisor
- Alphastar Capital Management, COO, Manager
- Arbor Investment Advisors, President, Principal, CFO
- Archer Investment Corporation, Founder & President
- Archford Capital Strategies, LLC, CEO and Founder
- Ashton Thomas Private Wealth, Chief Operating Officer
- Austin Private Wealth, Partner
- Ballast, Inc., CEO
- Beacon Pointe Advisors, Director, Mergers & Acquisitions
- Beirne, Chief Marketing Officer
- Bogart Wealth, President
- Bridgewater Advisors, Advisor
- Burney Co., Senior Managing Director
- C2P Enterprises, Director of Investment Operations
- Cahill Financial Advisors, Principal
- Capstone Financial Advisors, Inc., President
- CapWealth, CCO
- Chicago Capital, Partner
- Choreo, Vice President
- Cobblestone Capital Advisors, LLC, Principal, CEO
- 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 Executive Officer
- Destiny Family Office, Managing Partner
- DiNuzzo Private Wealth, Partner, Wealth Advisor
- Dock Street Asset Management, Vice President
- Dynasty FP, Managing Director - Communications
- EP Wealth Advisors, Managing Director
- etfEd Advisory LLC, Managing Principal
- Ethic, CGO
- F.L. Putnam, Principal, CAO
- First Retirement Services, Financial Advisor
- Goldstone Financial Group, CMO
- Great Valley Advisor Group, Founder & CEO
- Greenrock Research, Principal
- Hightower Advisors, Executive Director
- 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
- Integrated Partners, Vice President, Business Development
- Journey Strategic Wealth, Advisor
- Korhorn Financial Group, Inc., President, CFP
- Lido Advisors, Senior Managing Director, Head of M&A
- Lindberg & Ripple, Managing Principal
- Linscomb Wealth, President & CEO
- LJI Wealth Management, Wealth Manager, VP
- Lumos Wealth Advisors, President, Senior Advisor
- MainStreet Advisors, President
- Manhattan West Asset Management, Chief Strategy Officer
- Mariner Wealth Advisors, Vice President
- Martin Investment Management, Managing Director
- MCF Advisors, CEO
- McIlrath & Eck, CEO
- McKinley Carter Wealth Services, Director of Wealth Management
- Merit Financial Advisors, Director of Strategic Partnerships
- Morgan Stanley, VP, Sr. Portfolio Manger
- Napier Financial, President
- NewEdge Capital Group, Co-Founder, CRO, CSO
- One Capital Management, Managing Director
- Onyx Bridge Wealth Group, Partner, Advisor
- Oppenheimer, Managing Director
- Pallas Capital Advisors, Co-Founder, Managing Director
- Paradigm Asset Management Co. LLC, Founder, President, & CEO
- Perennial Financial Services, Financial Advisor
- Perigon Wealth Management, CEO
- QE Wealth Management, Founder & Wealth Management Advisor
- RBC Clearing & Custody, CTO
- RBF Wealth Advisors, Wealth Advisor
- Regent Peak Wealth Advisors, CFO
- RFG Advisory, National Director of Business Development
- 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
- Sound Income Strategies, Director, National Accounts
- 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
- Trek Financial, CEO/CTO
- Tria Capital Partners, Co-Founder, Managing Partner
- TVAMP, Managing Partner
- Venturi Private Wealth Management, CEO, Founding Partner
- Waddell & Associates, President
- Waterloo Capital, SVP, Partnerships
- Wealth Advisors Group, Partner, Financial Advisor
- Wealth Enhancement Advisory Services, Director
- Wealthspire, CMO
- Williams Private Wealth Advisory and Consulting, President