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

Discover C-level strategies that accelerate RIA growth

350+ attendees. 175+ senior level advisors, 60% managing $500M+ AUM.

Join your peers for the ultimate RIA experience.

2024 agenda is available

Learn about tech tools for growth, navigating family wealth, M&A in the RIA space and much more.

What makes RIA EDGE West unique?

Audience quality. The event is designed exclusively for RIA executives. Don’t miss the opportunity to learn from executives running the most successful and fastest growing RIA firms in the country.

We understand the specific issues and priorities that are dominating conversations among executives across the RIA industry. The event’s speakers and partners offer solutions for the most complex pay, personnel and growth challenges that leaders grapple with every single day.

Designed to help RIAs grow

RIA Edge West is designed to help your firm rise to the top with unmatched learning and networking experiences that will ignite your next wave of growth.

See the agenda

Hear from the experts

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 Matt Regan, Vanessa Martinez, Stacey McKinnon, Jason Pereira and many more.

See who's speaking

Who will you meet?

RIA Edge West gathers a unique community of 350+ senior leaders and innovators from across the wealth management industry, featuring 175+ senior advisors from some of the most influential wealth management firms across the U.S.

See who attends

Tech for Growth Summit

NEW THIS YEAR! Powered by WealthStack

Technology insights and connections to help scale your business.

Helping elite advisors leverage technology to unlock business growth and create scalable, repeatable and personalized experiences for your clients.

More about Tech for Growth

ELEVATE Roundtables

NEW THIS YEAR!

ELEVATE Roundtables offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers.

Networking opportunities

ELEVATE Meetings

NEW THIS YEAR!

High impact, double opt-in 1:1 meetings you can schedule with other attendees through the RIA Edge West event app. Meet new people, share best practices and ideas, make new friends and establish new business relationships.

More info coming soon.

Networking opportunities

2024 agenda

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. Overall, the conference surpassed my expectations.

Be seen. Be heard.

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. Lead discussions as an expert speaker and build a unique sponsorship package to put your company at the front of your buyers' minds. Opportunities are limited. Reach out now!

Contact us by emailing sponsorriaedgewest@informa.com.