October 7-9, 2024
Ritz-Carlton | Marina del Rey, CARIA 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
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.
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