October 7-9, 2024
Ritz-Carlton | Marina del Rey, CAHere's a snapshot of the job titles and the advisory firms that attended in 2023
- 1776 Wealth, CEO
- Acumen Wealth Advisor, Senior Investment Strategist and Portfolio Manager
- AdvisorStack, CEO
- AdvizorStack, President
- AIRE Advisors, Co-Founder & CEO
- AIRE Advisors, Co-Founder & COO
- AlphaCore Wealth Advisory, Head of Business Development/Partner
- Angeles Wealth Management, CCO & COO
- Ankerstar Wealth, Chief Executive Officer
- Arbor Capital, Principal/Advisor
- Ardea Partners, Partner
- Ardea Partners, Vice President
- Ascend Investment Partners, CCO, Financial Advisor
- Atlantic Wealth, Financial Advisor
- Audent Global Wealth Management, CIO/Managing Partner
- Aurie Advisors LLC, Founder
- AWM Capital, CIO/Partner
- Axxcess Wealth Management, Wealth Advisor
- Azella Advisor, Founder and CEO
- AZELLA Advisor, Head of Marketing
- Beacon Pointe, Director
- Belay Associates, Managing Director
- Berkshire Money Management, Owner & Chief Executive Officer
- Beverly Hills Private Wealth, Partner
- Black Swift Group, Managing Member/CIO
- Blackcrown Inc, Advisor
- Blue Owl Capital, Vice President
- Bluerock Capital Markets, Director of Western Sales
- BMLAB/International Private Wealth Advisors, CEO
- Brio Financial Group, CEO & Chief Compliance Officer
- Caliber, SVP of Corporate Development
- Capital Group, Intermediary Relationship Manager
- CBS Brokerage, Head of RIA Client Services
- Centura Wealth Advisory, COO
- Chase Investment Counsel, President
- Clearview Wealth Management, Financial Advisor
- Clifford Swan Investment Counselors, CCO
- Concourse Financial, President
- Connectus Wealth Advisers, CEO
- Crescent Advisors Group Inc, President
- Dynasty Financial Partners, SVP
- Eagle Wealth Management, CEO
- ECHELON PartnersVice President
- Emerald Adviosrs, COO & Portfolio Manager
- enTrust Wealth Advisors, Managing Partner/Owner
- EP Wealth Advisors, Talent Acquisition Manager
- EP Wealth Advisors, CFO
- Ernst & Young, Executive Director
- Farther Finance, Founder
- Fidelity Institutional, VP Sales
- Fiduciary Experts LLC, CEO
- First Foundation Advisors, Business Development & Sales Associate
- Flyer Financial Technologies, Chief Revenue Officer
- Flyer Financial Technologies, CFO
- Flyer Financial Technologies, CTO
- FMG Suite, CMO
- Fortis Portfolio, CIO
- Fountainhead Capital Management, COO, Business Development
- Full Sail Capital, Founder & CEO
- Full Sail Capital, Founder, CIO
- Fusion Financial Partners, President & Managing Partner
- Fusion Financial Partners, Partners
- Fusion Financial Partners, President
- Future Advice, Growth Advisor
- Gabelli & Partners, Managing Director
- Galvin Gaustad Stein LLC, Partner
- Gladstone Group, Senior Managing Director
- GM Advisory Group, Private Wealth Advisor
- Good Life Companies, Regional Director of Business Development
- Good Life Financial Advisors, Director of Business Development
- GT Investment Management LLC, CEO
- GT Investment Management LLC, COO
- Halbert Hargrove, Managing Director of Growth & Client Experience
- Halbert Hargrove, CEO
- Hays Financial Group, Managing Director
- HBW Advisory Services, CEO
- Helvetica Group, CEO
- Helvetica Group, COO
- Hirtle Callaghan & Co, Corporate Development Director
- Hohimer Wealth Management, Managing Partner
- Householder Group Estate and Retirement Specialist, LLC, COO
- i4 Knowledge Processing, CEO
- IDA Wealth Advisers, President
- IMA Financial Group, President
- Integrity Financial Corporation, Director of Business Development
- Jeffrey Asset Management, CEO
- KraneShares, Head of West Coast
- Langar Holdings, CEO / Founder
- Lido Advisors, Managing Director M&A
- Life by Design Investment Advisory, Wealth Advisor
- Macquarie, Senior Vice President - Financial Institutions Group & Southwest Region
- Main Street Research, CCO
- Manhattan West Financial, CSO
- Marin Wealth Advisors, Principal and Senior Wealth Advisor
- Mariner Wealth Advisors, Managing Partner
- MarshBerry, President
- MarshBerry, Vice President
- Merit Financial Advisors, Chief Operating Officer
- Miracle Mile Advisors, Senior Director of Corporate Development
- Mission Wealth, Director Client Relatonships
- Modern Wealth Management, Managing Director - Partnership Development
- Morgan Stanley, Financial Advisor
- MSH Capital Advisors, Executive Vice President
- NBW Capital, Partner/COO
- New Mountain Capital, Vice President
- Nexus Strategy LLC, President
- North Cascades Capital, Owner
- Old Greenwich Consultants, CEO
- Overland Park Wealth Management, President & CEO & Investment Advisor
- Pacific Portfolio Consulting, LLC, COO
- Parallel Advisors, LLC, CFO
- Park Sutton Advisors, Managing Director
- Pathstone, Director of Corporate Development & Strategy
- Pathway Capital Management, Senior VP & Head of Wealth Services
- PFG Advisors, M&A Assocaite
- PINNACLE CAPITAL GROUPCEO
- Point Olema Capital Partners, Director
- PPC LOAN, Senior Relationship Manager
- Priority Financial Group, VP of Wealth Services
- Private Wealth Solutions/Kovacks Advisors, President
- Prosperitas, CIO
- Prosperitas Financial LLC, Chief Executive Officer
- Pure Financial Advisors, Corporate Development Associate
- Pure Financial Advisors, CFO & Managing Partner
- Quantum Financial Advisors, CEO
- Quiver Financial Holdings, CEO
- RedSwan CRE, Senior Vice President of Sales
- RedSwan CRE, Founder & CEO
- RedSwan Markets, Compliance Officer
- Retirement Income Solutions, Managing Partner
- Revo Financial, Chief Executive Officer
- RIA Partners Group / PFG Advisors, President & CEO
- Robertson Stephens Wealth Management, Chief Business Development Officer
- Running Point Capital Advisors, CIO
- Running Point Capital Advisors, Partner & Chief Investment Officer
- SageView Advisory Group, Managing Principal
- SEIA, Director Of Investment Services
- SEIA, Director of Trading Ops
- Shufro Rose, COO
- Smarsh, Account Executive
- Sowell Management, Business Development Relationship Manager
- Sowell Management, Director of Business Development
- Spearhead Advisors, Chief Investment Strategist
- Starfox Financial Services, LLC, Partner, Wealth Advisor
- Stavis Wealth Transfer Solutions, Co-Founder
- Steel Peak, Director Advisor Developement
- Steel Peak, Business Developement Manager
- Summit Financial, Director of Business Development & Growth
- Sunstone Management Inc, Advisor
- Syzygy Cities, CEO
- Tactivest | Stout Wealth Management, Private Wealth Advisor & Senior Portfolio Manager
- Tallus Capital, Wealth Advisor
- Tarbox Family Office, Chief Operations Officer
- Team Hewins LLC, Principal & Chief Executive Officer
- Ted Buchan & Co, Owner
- Tempus Wealth Planning, Managing Director
- The Advisory Group of San Francisco, COO/Senior Advisor
- Tiemann Investment Advisors, President
- Trilogy financial, CEO
- Trilogy Financial, Executive Vice President
- Tristone Strategic Partners, Managing Partner
- Twin Peaks Wealth Advisors, LLC, Partner
- Vance Wealth, President
- Veracity Capital, Founder
- Vermillion Financial Advisors, Business Development Coordinator
- Verus Capital Partners, Managing Partner
- Vinoble GroupPartner, CTO
- Vinoble Group, CEO
- WealthPoint, Partner
- Wealthspire, SVP, West Region
- Wealthspire, CSO
- Wealthspire Advisors, Head of Advisory Technology
- Weaver Capital Advisors, Partner
- Wetherby & Laird Norton, CTO
- Willow Creek Wealth Management, COO