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Meet the people that matter

Wealth/Stack plays host to CTOs and COOs from the largest RIAs along with future-minded advisors looking to connect, share ideas and track the evolution of financial advice.

Who will you meet?

Discover more about the 1,000+ attendees you can expect to meet at Wealth/Stack. 

70% of the audience are RIAs, broker-dealers or dually registered advisors with more than 450 unique firms in attendance bringing together over $528bn in combined assets.

Over 70% advisors

Over 70% of our audience at Wealth/Stack are from the advisor community including a small percentage flying in from overseas. 

Take a look at the list below to see the firms that were represented...

An audience snapshot

Take a look below to get a snapshot of the companies that joined us at the 2019 event...

Aldrich Wealth
AXA Advisors LLC
Bair Financial Planning
Barber Financial Group
Barrett & Company
Boston Private Wealth
Bronfman Rothschild
Capita Financial Network
Capital Financial Partners
Carson Group
Dakota Wealth Management
Dowling & Yahnke
Dynasty Financial Partners
EHD Advisory Services
Enso Wealth Management
Farrell Financial
Financial Enhancement Group

Global Wealth Advisors
Heritage Financial Services
Infinity Advisory Group
Intellus Advisors of Raymond James
Janet Horowitz LLC
Lake Avenue Financial
McKinley Carter Wealth Services
Meridian Wealth Management
Morgan Stanley
Morrow Wealth Advisory Group
MSH Capital Advisors
North Country Wealth Management
O'Shaughnessy Asset Management
Pathways Financial Partners
Pearl Planning

Ritholtz Wealth Management
RLS Wealth Management
Shorebridge Wealth Management
Silicon Hills Wealth Management
SMS Capital Management
Spire Investment Partners
Stearns Financial Group
Stonnington Group LLC
TFO Phoenix Inc
Transitions Wealth Management
Truepoint Wealth Counsel
Truuwater Financial
United Capital
Vantage Financial
Wahl Group
Washington Asset Management
WealthPLAN Partners