May 13 - 16, 2024
The Diplomat Beach Resort,
C-Suite Strategies to Accelerate the
Growth of Your RIA
The industry’s elite firms are growing by design, not by default.
Learn how to create intentional, scalable, repeatable growth at the RIA industry’s most impactful educational and networking event
RIA Edge’s program will provide thoughtful frameworks and approaches for M&A, organic growth
and talent development.
Why RIA EDGE is different
Designed to help you grow
RIA Edge is designed to help you become the top 1-2% of RIA firms in the industry through unmatched learning experiences and unique networking opportunities. RIA Edge is also part of Wealth Management EDGE. So as well as high-level debates on the RIA Edge main stage, you also get access to Inside ETFs, WealthStack and visionary keynote addresses included in your ticket. Find out more.
Advisor Plus pass holders can also participate in exclusive, specialized meet ups and networking functions designed for RIA firms with $500m+ of assets under management. Exclusive access to RIA Edge Office Hours and gain early access to the event app.
Hear from expert practitioners
Put yourself in the room with business leaders from some of the top RIA firms as well as human capital, strategic planning, marketing and technology consultants. They'll be sharing the expertise and insight that will drive the next wave of your firm's growth.
Top executives from Wealth Enhancement Advisory Services, Beacon Pointe Advisors, Snowden Lane Partners, Signature FD, Plancorp, Merit Financial Advisors, Allworth and Dakota Wealth to name just a few...
Peer-to-peer exchanges with elite RIAs
Enhance your network through meet ups, hosted one-to-one meetings, Think Tanks, RIA Edge Office Hours, and official after-parties to make the most of every second you spend at this elite gathering.
Bring your entire C-suite and save
Advisory firms can bring additional team members for a 50% discount off the Advisor or Advisor Plus Pass rate by purchasing the Advisor Multi-professional Passport Discount Pass.
Through Wealth Management EDGE we're bringing the top investment, operations and wealthtech leaders from the most influential and fastest-growing wealth management firms together to collaborate, connect and drive the industry’s next wave of growth.
Who will you meet?
Being part of Wealth Management EDGE means RIA Edge is part of a unique community of senior professionals from across the wealth management industry.
50% of the asset owners currently registered have an AUM of $500m or more, with many choosing to attend RIA Edge to help them break over the $1bn mark. Some of those companies registered include: Ameriprise, ARGI, Astoria Advisors, Brandywine Oak Private Wealth, Cahaba Wealth Management, Dakota Wealth Management, Eaglebrook Advisors, Goldman Sachs, Hightower Advisors, Keel Point, Mercer Advisors, Merrill Lynch, Morgan Stanley, Raymond James, Rose Capital, SawTooth Solutions, Tobias Financial Advisors and Wells Fargo Advisors
Even more ways to get your edge
For an extra $100, advisors can guarantee an event experience unlike any other by upgrading their pass to Advisor Plus.
The Advisor Plus rate grants access to 1:1 meeting opportunities, organized on your behalf by our Audience Engagement Manager, exclusive dinner networking opportunities, option to book a meeting with industry experts during RIA Edge Office Hours, early entry to our event app and onsite networking tool, special access to Advisor Plus only meetups, access to our VIP lounge, fully equipped with charging stations and refreshments, valet parking and advisor only networking opportunities.
The Wealth Management EDGE experience
RIA Edge is part of Wealth Management EDGE. Wealth Management EDGE will feature the wealth management industry’s two most powerful investment and technology events – Inside ETFs and WealthStack – and will also introduce a new event, RIA Edge.
By integrating these three events, Wealth Management EDGE will allow advisors to learn how to improve the way they manage client portfolios – as well as the management of their overall businesses.
The combination of RIA Edge, WealthStack and Inside ETFs makes Wealth Management EDGE’s audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology, and practice management ecosystem.
Attendees with an RIA Edge ticket also get access to Wealth Management EDGE, Inside ETFs and WealthStack. So you get all events for the price of one!
Hear from practice management experts including...
"I always take away something from these events"
Hear from Shannon Eusey, CEO, Beacon Pointe Advisors on her experience at Wealth Management EDGE.
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. I felt my time was well spent as an attendee and presenter, allowing me to share my experiences and establish meaningful connections with industry professionals and media. Overall, the conference surpassed my expectations and I look forward to participating in future events.
A Choir inaugural partner
We are proud to share that RIA Edge is one of Choir’s inaugural partners. We share their common vision to bring more Diversity, Equity and Inclusion to the wealth management industry and our conferences, and we are looking forward to the impact that our partnership with Choir, Sonya Dreizler and Liv Gagnon can have on the future of financial services.
Read the full story on WealthManagement.com
Get the Latest Event Updates
Wealth Management EDGE 2023 on-demand
As a Wealth Management EDGE delegate, you can view many of the sessions on-demand via our Streamly platform after the event. Catch up on key insights and re-watch your favorite sessions.
Please note in a minority of cases, speakers may request their sessions are excluded from this on-demand access. Closed-door conversations are not available on demand.