Discover C-level strategies to accelerate RIA growth
Meaningful connections. Practical solutions. Tangible results.
+
attendees
%
of RIA firms attending manage $500M+ in assets
+
senior advisors
%
of attendees are C-level
$T
in total AUM
What makes RIA Edge West unique?
Audience quality. The event is designed exclusively for RIA executives. Don’t miss the opportunity to learn from executives running the most successful and fastest growing RIA firms in the country.
We understand the specific issues and priorities that are dominating conversations among executives across the RIA industry. The event’s speakers and partners offer solutions for the most complex pay, personnel and growth challenges that leaders grapple with every single day.
Tech for Growth Summit
Technology insights and connections to help scale your business.
Helping elite advisors leverage technology to unlock business growth and create scalable, repeatable and personalized experiences for your clients.
FAB for Women Leaders
Financial Advisor Breakfast (FAB) for Women Leaders in Wealth Management, is an exclusive event dedicated to fostering professional development and community among successful women in the industry. FAB offers a unique platform to discuss strategies for drawing more women into wealth management, sharing skills and supporting each other's growth, both personally and professionally.
*Invite only
Hear from the experts
RIA Edge West is designed to help your firm rise to the top with unmatched learning and networking experiences that will ignite your next wave of growth.
Put yourself in the room with business leaders from some of the top RIA firms as well as the industry’s most renowned human capital, strategic planning, marketing and technology consultants. Speakers include Matt Regan, Vanessa Martinez, Stacey McKinnon, Jason Pereira and many more.
Who will you meet?
RIA Edge West gathers a unique community of 350+ senior leaders and innovators from across the wealth management industry, featuring 250+ senior advisors from some of the most influential wealth management firms across the U.S.
ELEVATE Roundtables
NEW THIS YEAR!
ELEVATE Roundtables offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers.
ELEVATE Meetings
NEW THIS YEAR!
High impact, double opt-in 1:1 meetings you can schedule with other attendees through the RIA Edge West event app. Meet new people, share best practices and ideas, make new friends and establish new business relationships.
Looking back at RIA Edge West
In 2024, we heard from some of the most respected names in the industry including
Be seen. Be heard.
Sponsor RIA Edge West and gain access to the wealth management industry’s most important decision-makers and influencers.
Tell us your goals and we'll help you achieve them. Lead discussions as an expert speaker and build a unique sponsorship package to put your company at the front of your buyers' minds. Opportunities are limited. Reach out now!
Contact us by emailing sponsorriaedgewest@informa.com.
Advisor Premium Program
If you're one of the industry's top financial advisors, you can attend RIA Edge West for free!
Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.
Get the latest event updates
Thank you to our 2024 sponsors and exhibitors
Join these industry leaders in 2025. Contact our team to learn more.