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.
Here's a snapshot of who attended in 2025:
- & 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
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