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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA
October 7-9, 2024|Ritz-Carlton | Marina del Rey, CA

The ultimate RIA experience

350+ attendees. 175+ senior level advisors, 60% managing $500M+ AUM.

Discover C-level strategies that accelerate RIA growth.

2024 agenda is live!

3 days of expert-led tech sessions, keynotes, fireside chats, roundtables and more

What makes RIA EDGE West unique?

One word: Focus. We understand the specific issues and priorities that are dominating conversations among executives across the RIA industry. The 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 RIAs grow

RIA Edge West is designed to help RIAs be in the top 1-2% of firms with unmatched learning and networking experiences to ignite their next wave of growth.

Hear from the experts

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. Past speakers include Mark Tibergien, JC Abusaid, Brian Hamburger and many more.

Networking at RIA Edge West

Who will you meet?

RIA Edge West is part of a unique community of leaders and innovators from across the wealth management industry. The event also brings together an exclusive group of RIA leaders and your peers from some of the most influential wealth management regions on the West Coast.

Tech for Growth Summit

NEW THIS YEAR! Powered by WealthStack

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.

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.

More info coming soon.

Dennis Morton

Founder and Principal

Morton Brown Family Wealth

RIA Edge did an exceptional job curating a diverse range of speakers and topics that catered to the interests and needs of RIA leaders. Overall, the conference surpassed my expectations.

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.

Find out more >> 

Sponsors and partners

Join these industry leaders. Contact our team to learn more.