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Connect with 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.

Meet and build lasting connections

Be part of a community

Wealth/Stack offers the opportunity to connect with 1,000+ like-minded peers.

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

Over 70% advisors

Over 70% of the Wealth/Stack audience are from the advisor community, including a small percentage joining from overseas. 

With such a high percentage of advisors making up the audience, Wealth/Stack is unique in offering an environment that fosters innovation and collaboration between peers.

An audience snapshot

  • 3EDGE Asset Management
  • Accuvest Global Advisors
  • Arnold and Mote Wealth Management
  • Aspen Capital Management
  • Baker Boyer Wealth Management
  • Berkshire Global Advisors
  • Brightscape
  • Dowling & Yahnke
  • Edward Jones
  • ETF Capital Management
  • Fairport Wealth
  • Fairport Wealth
  • Fenway Financial Advisors LLC
  • Financial Enhancement Group LLC
  • GW Financial, Inc.
  • Jarred Bunch Consulting LLC
  • Juncture Wealth Strategies
  • Keel Point
  • Keeler & Nadler Family Wealth
  • Kelman-Lazarov
  • Lincoln Financial Advisors
  • Lumen Global Investments
  • Madison Avenue Securities
  • Mariner Wealth Advisors
  • McCarthy Grittinger Financial
  • Meridian Financial Partners
  • Merrill Lynch
  • Newbridge Wealth Management
  • Nicola Wealth
  • Nottingham Advisors
  • Opal Wealth Advisors

  • Opus Capital Management
  • Pathways Financial Partners
  • PrairieView Partners
  • PWL Capital
  • Raymond James
  • Ritholtz Wealth Management
  • Sailer Financial LLC
  • TD Bank
  • Truepoint Wealth Counsel
  • Truist Bank
  • UBS
  • US Bancorp
  • Walsh & Nicholson Financial Group
  • Wells Fargo
  • Woodstock Wealth Management
  • Zero Alpha Group