September 27-29, 2023
Ritz Carlton Marina Del Rey, CA
Strategically accelerate the growth
of your business
The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful educational and networking event.
RIA Edge’s peer-focused, workshop-oriented program will provide thoughtful frameworks and approaches for M&A, organic growth and talent development.
Why RIA EDGE West is best...
One word: Focus. We understand the specific issues and priorities that are dominating conversations among executives across the RIA industry. Our event is designed exclusively for RIA executives and provides solutions for the most complex pay, personnel and growth challenges that leaders grapple with every single day.
Designed to help you grow
RIA Edge West is designed to help you become the top 1-2% of RIA firms in the industry through unmatched learning experiences, unique networking opportunities and high-level, research-driven presentations and discussions that will ignite your next wave of growth.
The 2023 agenda will focus on:
- RIA 2.0 - Organizational design and staffing: Structuring an RIA firm for current and future growth
- Pay with Purpose - Compensation: Industry benchmarks for key positions, proven compensation and incentive structures to drive growth
- Employer of Choice: How to build an organization and culture that attracts and retains top RIA talent
- Acquire & Hire: M&A and recruitment strategies to accelerate growth
- Drivers of Valuation: How Buyers and Sellers view RIA valuations in the current market
Agenda coming soon!
Hear from expert practitioners
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.
2023 speakers announced soon!
Who will you meet?
RIA Edge West is part of a unique community of senior professionals from across the wealth management industry – but will also bring together a targeted group of RIA leaders and your peers from some of the most influential wealth management regions on the West Coast.
50% of the asset owners who registered for RIA Edge in Florida in 2022 had an AUM of $500m or more, with many choosing to attend RIA Edge to help them break over the $1bn mark.
Typical RIA Edge attendees include Ameriprise, Astoria Advisors, Brandywine Oak Private Wealth, Cahaba Wealth Management, Eaglebrook Advisors, Goldman Sachs, Hightower Advisors, Keel Point, Mercer Advisors, Merrill Lynch, Morgan Stanley, Raymond James, Rose Capital, Tobias Financial Advisors and Wells Fargo Advisors and more...
Stand out from the crowd
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.
Contact Daniel on firstname.lastname@example.org 1-917-294-9517.