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RIA Edge Orange County

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October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA
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Will Steiner
Founder at Silvy
Speaker

Profile

Will Steiner is the founder of Silvy, a growth partner for RIAs that delivers the speed advantages of agentic AI while keeping the creative work that differentiates a firm in human hands. He also runs a boutique financial advisory, Stoneholt Wealth, and previously served as Head of Content at Altruist.

Agenda Sessions

  • RIA Edge Roundtables

    , 3:35pm
    View Session

At this event

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JC Abusaid
CEO and President
Halbert Hargrove

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