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RIA Edge West
September 27-29, 2023
Ritz-Carlton | Marina del Rey, CA
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September 27-29, 2023
Ritz-Carlton | Marina del Rey, CA

Winning Strategies for Accelerated Growth

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.

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Network in paradise

In addition to extended networking breaks throughout the day, we have events happening every evening, giving you maximum time for those all-important, face-to-face meetings.

Networking opportunities

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. 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.

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

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Who will you meet?

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

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Latest agenda

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 sponsorriaedgewest@informa.com 1-917-294-9517.

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Thank you to our sponsors and partners

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. I felt my time was well spent as an attendee and presenter, allowing me to share my experiences and establish meaningful connections with industry professionals and media. Overall, the conference surpassed my expectations and I look forward to participating in future events.

All-Star RIA CEO panel with Shannon Eusey, Heather Fortner and Kay Lynn Mayhue
A panel discussion taking place at RIA Edge 2022
Delegates participating in the RIA Edge Think Tank in 2022

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