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

Access senior decision makers from the country's most elite RIA firms.

0+

anticipated attendees

0%

of RIA firms attending manage more than $500M in assets

0+

senior advisors

Attendees at RIA Edge West include financial advisors, manager, directors, and C-level executives

Surround yourself with decision makers

RIA Edge West brings together CEOs, CIOs, CTOs and COOs together in one place, creating a truly unique, all-in-one networking opportunity.

Assets under management

At the inaugural RIA Edge West event in 2023, advisors in attendance represented nearly $2 trillion in client assets.

RIA Edge West is home to advisors managing a combined 2 trillion dollars in assets
60% of advisors are from firms with $500 million or more in AUM

Quantity and quality

RIA Edge West is home to a premier class of RIAs with the majority of attending firms managing over half a billion dollars.

Here's a snapshot of the job titles and the advisory firms that are coming to RIA Edge West

  • Aire Advisors, CEO 
  • AlTi Tiedemann Global, CEO
  • Arbor Capital Management, Principal 
  • Arbor Capital, Principal 
  • Belle Haven Investments, SVP, Institutional Development 
  • Binah Capital Partners, CEO 
  • Bradley, Foster & Sargent, COO 
  • Brio Financial Group, CEO/CCO 
  • Cook Wealth, CEO 
  • Dalphia Partners, CEO 
  • East West Bank, COO 
  • enTrust Wealth Advisors, Managing Partner/Owner 
  • EP Wealth Advisors, Director HR 
  • Expressive Wealth, CEO
  • Farther, CEO 
  • Fiduciary Financial Advisors, CEO 
  • First Foundation Advisors, Wealth Advisor 
  • First Pacific Financial, CEO 
  • Fusion Financial Partners, President & Co-Founder
  • Harvest Volatility Management, LLC, CEO 
  • HCR Wealth, CIO 
  • IEQ Capital, Managing Director 
  • Intellectus Partners, CEO 
  • Intergrated Partners, Chief Implentation Officer 
  • Kingsview Wealth Management, Partner, Wealth Manager 
  • Lido Advisors, Chief Growth Officer 
  • LPL, SVP 
  • Manhattan West Asset Management, Chief Strategy Officer
  • Mariner Wealth, Regional Managing Director 
  • Merit Financial Advisors, Regional Director & Partner 
  • Miracle Mile, Partner 
  • Modern Wealth Management, Co-CEO/Co-Founder 
  • Morton Wealth, COO, CMO & Partner
  • Mount Yale Capital Group, COO/CCO 
  • Paradigm Asset Management, Founder, President & CEO 
  • Pathway Capital, Head of Wealth 
  • Portside Wealth Group, Partner & COO 
  • Ratio Wealth Group, CIO & Portfolio Manager 
  • RIA Partners Group / PFG Advisors, President & CEO 
  • Savvy Wealth, Principal /Wealth Manager 
  • SEIA, Director of Trading Ops 
  • SteelPeak, Founding Partner & CEO
  • The Alera Group, EVP Wealth Services 
  • The Norden Group, Managing Partner 
  • Trilogy Financial, CEO 
  • Trilogy Financial, Executive Vice President 
  • Venturi Private Wealth, CEO/Founding Partner 
  • Wealthcare Capital Management, President & CEO
  • Wealthspire, CEO 
  • Wealthspire, CSO 
  • Wealthspire, SVP, West Region 
  • Wetherby & Laird Norton, CTO 
  • Wipfli, Director 
  • Wipfli, Strategic Account Manager 
  • Zandbergen Group, COO/ Wealth Advisor

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