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.