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RIA Edge Orange County

LAST CHANCE TO REGISTER

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October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA

Dan Newhall
Executive Vice President, Wealth Management at Alliant
Speaker

Profile

At Alliant, Dan is leading the build out and development of the Alliant Wealth Management vertical, leveraging his experience as and RIA operator and investor. His core competencies include RIA operations, compliance, M&A, integrations, and capital solutions. He is passionate about culture and driven by creating meaningful partnerships for RIA owners and their clients.

Agenda Sessions

  • RIA Edge Roundtables

    , 3:35pm