The leading event for advisor growth
Actionable insights. Elite connections. Tangible outcomes.
The largest gathering of RIAs with the highest AUM and the most senior-level advisors.
attendees
advisors
%
of RIAs managing $500M+ in assets
$T
in total managed assets
meetings
The only wealth management conference powering investment, productivity and growth
At Wealth Management EDGE, gain access to real-world solutions to improve your investment strategies, technology and practice management to power your firm's growth. Get the EDGE on the competition.
Discover and debate the latest ideas in investment strategy, product and portfolio construction and discuss ETFs and more with hundreds of experts, advisors and issuers.
Meet a new generation of advisors embracing technology to grow their business and the wealthtech innovators paving the way.
Fine-tune your processes and strategies, from M&A to succession planning, compensation, human capital and leadership.
A glimpse into the EDGE experience
EDGE brings together the industry's key players and experts, enabling your next growth wave while helping you meet the demands of your clients.
Bring your entire team to EDGE! With sessions, sponsors and networking activities grouped by areas of interest - ETFs+ strategies, tech for growth and practice management - each member of your team can design their own experience that helps you build a world-class wealth management firm.
The industry's largest gathering of senior financial advisors
Why 1000+ advisors attend
Wealth Management EDGE delivers knowledge and connections tailored to the needs of advisors.
- Focused insights from top advisors and other industry experts.
- Invite-only experiences
- Curated 1-2-1 meetings.
- Access to the Advisor+ Lounge
- And more!
Elevate your experience
EDGE Meetings and Roundtables are returning in 2025, helping drive over 22,000 meetings.
EDGE Meetings are 1:1 meetings attendees can schedule using the event’s state of the art app.
EDGE Roundtables offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers.
Allocate Meetings (NEW in 2025) is a matchmaking meetings program like no other. Meetings will be set with your preferences and interests in mind. We do all the work, all you need to do is show up.
Not your normal event
We want you to have fun! Join your fellow attendees for beachside yoga, wine tastings, the poolside party and drinks receptions, sandcastle-building, mentor-mentee speed dating and more!
You won't just gain invaluable insights and make new connections at EDGE. You'll leave with lasting memories of a great experience. With photos to prove it - we'll make sure of that!
Who's on stage?
Our speakers are hands-on leaders actively driving change in their organizations. They don’t just talk theory, but bring actionable insights from real-world experiences and innovative solutions that are reshaping the industry. Gain access to the tactics and tools used by the best to grow their firms and serve clients better.
2025 speakers include:
Michael Kitces, Kay Lynn Mayhue, Brent Brodeski, Cameron Dawson, Eric Balchunas and many more.
Who attends
Join 2,000+ senior wealth management decision makers, including 150+ CEOs and managing partners.
From RIAs, broker dealers, trust companies, institutional investors and family offices. Asset managers, investment banks, ETF issuers, asset servicers, tech vendors, index providers and more!
70% of the 1000+ advisors manage over $500 million in assets. A quality and quantity of advisors you won't find anywhere else.
The insights you need
Get the latest on investing, technology and advice. And best practice perspectives on the ‘day-in-the-life' activities of advisors.
- Current dynamics and trends
- Navigating the AI-driven future
- The millennial investor mindset
- NextGen advisor perspectives
- Engaging women investors
- And more!
Hear from some of the biggest influencers in wealth management and beyond
EDGE by the numbers
Quality and quantity. Access senior decision makers from the country's most elite RIA firms.
+
attendees
%
of firms attending manage more than $500M in assets
$T
total managed assets
+
advisors
+
meetings
$M
is the average AUM for firms with less than $5B
Be seen. Be heard.
Gain new leads. Establish yourself as a thought leader. Elevate your brand.
Providing you with the platform to connect with a senior audience of leaders and advisors. Tell us your business goals and we'll help you achieve them. Lead discussions as an expert speaker and build a unique sponsorship package to put your company at the front of your buyers' minds. Opportunities are limited. Reach out now!
Advisor Premium Program
If you're one of the industry's top financial advisors, you can attend EDGE for free!
Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.
In 2024, the Advisor Premium program welcomed 250+ advisors, 40% of which were C-level. The average AUM of firms participating in the program was $62B.
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2025 Sponsors
Join these industry leaders in 2025. Contact our team to learn more.