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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

May 31 (Pre-Conference Day) - June 3|The Diplomat Beach Resort, Hollywood, Florida

Strategically accelerate the growth of your business

The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful educational and networking event.

RIA Edge’s peer-focused, workshop-oriented 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 four deep dive workshops on:  Valuation & M&A, Staffing and Compensation  , Drivers of Organic Growth (Marketing and business development)  and Advanced Financial Planning.

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.

Hear from top executives from Mercer Advisors, Carson Group, Dakota Wealth Management, Mariner Platform Solutions, Alaris Acquisitions, LLC, Merit Financial Advisors, SignatureFD, Beacon Pointe Advisors and more!

Peer-to-peer exchanges with elite RIAs

Enhance your network through connector events, breakfast workshops, hosted one-to-one meetings, networking lunches and official after-parties to make the most of every second you spend.

Plus, participate in unique programs such as the Peer & Partner Program and Wealth Management EDGE Consulting Lab that make networking even more efficient.

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.

Access the event content all year round

NEW for 2022! All RIA Edge 2022 attendees can access the content on-demand for 12 months after the event. 

Sessions will be available to all attendees to access online a week after the event runs.

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.

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

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!

This year's visionary speakers include...

What's in store?

Watch the trailer to find out what you've got to look forward to in Florida.

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

Book with confidence

Our Protection Promise. We know there's uncertainty in the world right now. That's why we want to give you added flexibility and peace of mind when booking your place.

If for any reason you decide you can't attend, a colleague can attend in your place, or you can transfer your booking onto another future event. You have these options right up to the day of the event.

At event safety. Our number one priority is bringing the private credit community back to a face-to-face event safely.

We are working with local authorities, venue partners and suppliers and continually adapting to the latest guidelines and safety protocol. Find out more here.

Stand out from the crowd

Sponsor RIA Edge and gain access to the wealth management industry’s most important decision-makers and influencers.

Contact Daniel on 1-917-294-9517.