Stand out from the crowd
Connect with 250+ decision-makers from the country's most elite advisory firms. Tell us what you want to achieve. We'll help you get there.
Get in touch at sponsoredge@informa.com
Win new business from a captive audience
Be seen
Showcase your new product with an exhibition booth.
Share gated content about your company and what you can offer, engage in real-time with the delegates that visit your booth, access visitor data and come away with measurable ROI with our data analytics and reporting capabilities.
Shape the debate
Show why you're an industry leader at RIA Edge Nashville.
Take a solo speaking slot or join an expert panel and demonstrate why you're worth doing business with. You could also host a curated roundtable discussion with your key audience and get into the nitty-gritty of your specialist area.
Make a splash
Host a targeted or wider gathering at breakfast, lunch or dinner. In a high or low-profile way. It's up to you.
Just let us know who your key clients are and we'll invite them for you. Or host the entire audience to really make your mark.
Richer insights. Actionable leads.
Taking your event strategy to the next level, Lead Insights is your lead ranking, scoring and reporting dashboard. As a sponsor/exhibitor of our events, Lead Insights gives you data-driven insights into all your interactions with delegates. Access your account to find out who's engaging, what they're engaging with and why it matters.
Prioritize leads, drive meaningful conversations and maximize ROI like never before.
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
- And more
$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
- VestGen Wealth Partners LLC, President & CFO
- And more
$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
- And more
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.
Become an event partner
Tell us what you want to achieve. We'll help you get there.
Contact us by emailing sponsoredge@informa.com