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

Attendees

Build lasting connections with people who matter

RIA Edge brings together RIAs looking to strategically accelerate the growth of their firm with the human capital, strategic planning, marketing and technology consultants to help achieve your goals

Assets under management

RIA Edge attracts some of the largest and fastest growing RIAs.

Here's a breakdown of the size and scale of the firms heading to Florida.

Advisors by type

RIAs represent over half of the advisors, asset owners and institutional investors registered.

Here's a snapshot of job titles and companies from the RIAs, asset managers and asset owners attending

  • 2050 Wealth Partners I Co-CEO
  • Actitrust Wealth Management I Managing Director
  • Adasina Social Capital I Founder and CEO
  • Advisor Group IInvestment Research Director
  • Advisor Growth Strategies I Managing Partner
  • Affinity Wealth Management LLC I President
  • Akros Capital I Principal
  • ARGI I Director of Investment Operations
  • Associated Investor Services I President
  • Astoria Advisors I Founder & CIO
  • Atherean Wealth Management LLC I Managing Member, Financial Adviser
  • Blanke Schein Wealth Management I Managing Director, Partner
  • Blue Ocean Global Wealth I CEO
  • Blue Spark Capital Advisors I Founder
  • Cahaba Wealth Management I President
  • CAM Private Wealth Services I Managing Principal
  • Cardinal Point I Partner
  • Carson Group I Managing Partner of Wealth Solutions
  • Castle Wealth Management I Principal
  • Chequers Financial Management I Founder & Managing Partner
  • CIBC Wood Gundy I First VP, Portfolio Manager
  • Clear Creek I CIO
  • Convergence Investment Partners I Partner
  • Convergence Investment Partners I President
  • Dakota Wealth Management I Chief Experience Officer, Managing Partner
  • FERN Impact Advisors I Managing Partner
  • First Dakota National Bank I Senior Vice President
  • George M Hiller Companies LLC I CEO
  • George M Hiller Companies LLC I Vice President
  • Kaiju Capital Management I Director, Brand & Digital Strategy
  • Keel Point I Chief Economic Advisor
  • Keel Point I CEO
  • LifeWorks Advisors I CEO
  • Lundeen Abrams Advisors I President
  • Lynchburg Wealth Management I President
  • Manna Wealth Management I President
  • Marquette Wealth Management I Managing Director
  • Marquette Wealth Management I President
  • Marquette Wealth Management I Vice President
  • Matrix Private Capital Group I Client Service Director
  • Matrix Private Capital Group I Managing Director
  • McLean Asset Management I Managing Principal
  • Mercer Advisors I Chief Talent & Business Solutions Officer
  • Mercer Advisors I Chief Technology & Digital Officer
  • Merit Financial Advisors I President & Co-Founder
  • Merrill Lynch Wealth Management I Wealth Management, MFO
  • Motley Fool Asset Management I President
  • NextGen Wealth I Founder, Financial Planner
  • Nikulski Financial Inc I President
  • Ohnward Bancshares I CIO
  • Pearl Planning I Founder, Financial Planner
  • PNC Private Bank I Regional Investment Director
  • Private Ocean Wealth Management I President and CEO
  • Red Gate Advisers I President
  • Red Gate Advisers I Vice President
  • Savant Wealth Management I CIO
  • Save Advisers I CIO
  • Sequoia Financial Group I CTO
  • SignatureFD I CEO
  • Smallwood Wealth Investment I President
  • Stephens Wealth Mgmt Group I Wealth Advisor & CIO
  • Strategic Family Wealth Counselors I COO
  • Strategic Wealth Partners I Chief Market Strategist
  • Stringer Asset Management I CFO & Senior Portfolio Manager
  • Studdard Financial LLC I Certified Financial Planner
  • Tiras Wealth Management I COO
  • Tobias Financial Advisors I CIO
  • Toews I President
  • Trek Financial I CEO
  • Trek Financial I CIO
  • Wealth Consulting Partners, LLC I President
  • WealthCare I President
  • Wells Fargo Advisors I First Vice President
  • Wells Fargo Advisors I First VP, Investment Officer

Here's a snapshot of job titles and companies from across the wealth management industry attending in Florida:

  • Absolute Engagement I Founder and CEO
  • Alaris Acquisitions I CEO
  • Alerian I Associate Director of Research
  • Allianz I CIO
  • American Century Investments I Head of ETF Implementation & Capital Markets
  • AWM I Partner
  • Bank of America I Managing Director and Head of Due Diligence
  • Bitwise I President
  • Bloomberg I Senior ETF Analyst
  • Bulltick Capital I Head of Research and Strategy
  • CAIS I CEO
  • CAPM Investments Asesora de Inversion SA I Director
  • Charles Schwab Investment Management I Director of ETF Research
  • CLP Asset Management I Partner
  • CNBC I Personal Finance Reporter
  • CoinDesk I Managing Editor
  • DACP I Consultant
  • Davis Advisors I Chairman and Portfolio Manager
  • Dechert LLP I Partner
  • DeVoe and Company I Founder and CEO
  • Digital Assets Council of Financial Professionals I Founder
  • Digital Funds ICEO
  • Directed Trust Planning I President
  • DIscipline Funds I Founder and Chief Investment Officer
  • Eaglebrook I CEO
  • ECHELON I CEO and Founder
  • Edson Technology I Founder
  • Engine 1 I Managing Dircetor and Head of ETFs
  • Envestnet I Head of Strategic Development
  • ETF Capital Management I CMO
  • ETF Express I Reporter
  • ETF Insider, Financial Advisor IQ I Senior Reporter, Ignites, Producer
  • ETF Trends and ETF Database I Head of Research
  • F2 Strategy I President and Founder
  • FiComm Partners I CEO and Co Founder
  • Fidelity ESG ProSM I VP, Client Experience
  • Fieldpoint Private Securites, LLC I Chief Market Strategist
  • Financial Guidance Group Inc I Founder & Chairman
  • Finely Capital Inc I President & Director
  • First Trust I Senior Vice President, ETF Strategist
  • FlexShares Exchange-Traded Funds Group I Head Of Product Strategy, Funds And Managed Accounts
  • FLX Networks I Managing Director, Head of ETFs & Indexing
  • Flyer Financial Technologies I VP, Marketing
  • Foreside I Senior Director, Distribution Consulting
  • FSA LLC I Contract Attorney
  • Goldman Sachs ICo-Head of Goldman Sachs Personal Financial Management Group
  • Grayscale Investments I CEO
  • Grayscale Investments I Gloabal Head of ETFS
  • Grayscale Investments I Managing Director, Investor Relations
  • GTS I Principal
  • Harbor Capital Advisors, Inc. I Managing Director, ETFs
  • Harbor Lights Financial Group I Managing Partner
  • Hashdex I Head of Global Expansion and Interim Head of US
  • Herbers & Co. IManaging Partner
  • Herr Capital Management, LLC I Managing Partner
  • Hightower Advisors I CEO
  • Hilton Head Financial Advsiors Inc I President
  • Innovative Portfolios I VP Institutional Distribution
  • Integrated Wealth Services I President
  • Intercontinental Wealth Advisors I Vice President
  • Inveniam Asset Management I CEO  
  • Invest AM I CEO
  • InvestCloud I President, Mid Markets
  • Investopedia I Editor-in-Chief
  • ISS ESG I Head of Index Strategy
  • Javelin Strategy & Research I Director of Wealth Management
  • JNS Capital Ltd I Principal
  • Journey Strategic Wealth I President & Co-Founder
  • Life + Liberty Indexes I Founder
  • Lighthouse Financial & Consulting Services I Owner
  • MangoTree Capital, LLC I President
  • Mariner Platform Solutions I Head of Mariner Platform Solutions
  • Mariner Wealth Advisors I Managing Director
  • Members Trust Company ICEO, Chief Investment Strategist
  • Meridian Financial Partners I Managing Partner
  • Milemarker I Cofounder & CEO
  • Milliman Financial Risk Management I Principal
  • Milliman FRM I Director, Portfolio Solutions
  • Morgan Stanley I Senior Vice President
  • Nexus Strategy, LLC I President  
  • ONE Advisory Partners LLC I Managing Partner
  • Onramp Academy I Head of Community and VP of Operations
  • Optimum Quantvest I CIO
  • Orion I CEO
  • Orion Advisor Technology I Chief Behavioral Officer
  • Orion Advisor Technology I CIO
  • Orion Investor Solutions I Senior Vice President
  • Overland Park Wealth Management I President
  • Pocket Finance I CEO
  • Practifi I Co-Founder and President
  • Primetime Partners I Managing Partner & Co-Founder
  • Qontigo I Americas Head of Investable Product Strategy
  • Raymond James I Head of RIA & Custody Services Division
  • Raymond James I Managing Director
  • RBB Funds Group I Director
  • Red Rock Strategic Partners, LLC I CEO of WealthTech
  • Revere VC I CEO and Co Founder
  • RFG Advisory I President
  • Riverfront Investment Group I Director of Corporate STrategy
  • RMR Wealth I Co-Director, Partner
  • Robert Kares CFP I President
  • Rose Capital Advisors IManaging Partner
  • RoundAngle Advisors I COO
  • SAC Investments I President of Investments
  • Salesforce, Inc. I VP Global Go to Market Wealth
  • Sanctuary Wealth I Founder and CEO
  • Sawtooth Solutions LLC I Executive Vice President
  • SEC I Senior Special Counsel, U.S. Securities and Exchange Commission, Division of Investment Management
  • SGH Wealth Management IFounder
  • Silcarv Consulting Limited I Director & Founder
  • Siler Wealth Management I President/ Wealth Manager
  • Snowden Lane Partners I Partner, Managing Director, and Head of Investment Solutions
  • Songbird Capital I Managing Principal
  • Sound Income Strategies I Director of Business Development
  • Spotlight Asset Group I CEO
  • Stifel I Vice President, Investments
  • Summit I CEO
  • Sungarden Investment Publishing, LLC I Co-Founder and Chief Investment Strategist
  • Suzanne Siracuse Consulting, LLC I Founder and CEO
  • Swan Global Investments I Director Research & Product Dev
  • T&T Capital Management I CEO
  • Taiber Kosmala & Associates I Vice President
  • Technical Analysis of Stocks & Commodities Magazine I Columnist
  • The Advisors Group I CFP, President
  • The Ensemble Practice LLC I Partner, Director of Business Consulting
  • The ETF Store and Host, ETF Prime I President
  • Thrivent Advisors Network I Enterprise Architect
  • Timpanogos Financial Advisors IPresident, CFP
  • Townsend Asset Management Corp I President
  • TPW Advisory I Founder
  • TRAU, TPSU, and 401kTV I Founder & CEO
  • Upper Left Wealth Management LLC I CIO
  • Upstart Wealth Management I Partner & Financial Planner
  • Valkyrie Investments I Chief Strategy Officer
  • VanEck I CEO
  • Vise I CEO
  • Wellington Management IVice President
  • Wipfli Financial Advisors I CIO
  • YellowWood Wealth Solutions I Managing Director
  • Yewno ICEO
  • Your Dedicated Fiduciary I Founder