Attendees

Assets under management

Engage with a high quality audience, ready to do business.

Here's how the Wealth Management EDGE 2023 audience breaks down in terms of AUM so far...

Surround yourself with decision makers

Take a look at how the C-level attendees already registered to attend in 2023 breaks down.

275+ C-level decision makers attended in 2022 including 150+ CEOs and Managing Partners. Wealth Management EDGE brings together CEOs, CIOs, CTOs and COOs together in one place, creating a truly unique, all-in-one networking opportunity.

*Includes CROs, CCOs, CFOs, Chief Growth Officers, Chief Revenue Officers

Here's a snapshot of the RIAs attending

Anfield Wealth Management | President & Advisor
Beacon Pointe Advisors | President
Beacon Pointe Advisors | CEO
Bradley, Foster & Sargent | COO
Farther | CEO
GOI RIA | Founder & CIO
HUB International | President, Retirement & Private Wealth
Life by Design Investment Advisory | President, CEO - Wealth Advisor
Life by Design Investment Advisory | Client Relations Coordinator
Mainsail Financial Group | CEO

Merit Financial Advisors | President
Manna Wealth Management | President
Onefund | Co-Founder & President
Overland Park Wealth Management | President
Sequoia Financial Group | CTO
SignatureFD | CEO
Simon Quick Advisors, LLC | Managing Partner
Simon Quick Advisors, LLC | COO, Partner
Vectors Asset Management LLC | CIO
volScout LLC | Managing Partner

"I always take away something from these events"

Hear from Shannon Eusey, CEO, Beacon Pointe Advisors on her experience at Wealth Management EDGE.