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RIA Edge West
October 6-8, 2025
Ritz-Carlton | Marina del Rey, CA

RIA Edge West by the numbers

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

+

attendees

%

of RIA firms attending manage $500M+ in assets

+

senior advisors

%

of attendees are C-level

$T

in total AUM

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

This October, the advisors at RIA Edge West represent over $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
  • Integrated Partners, President
  • 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

Sponsors and partners