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WealthStack
May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Florida

Attendees

"I have been really impressed by the seniority here"

Hear from Carolyn Armitage, Head of Thrivent Advisor Network, on her experience being part of WealthStack at Wealth Management EDGE 2022 and how the number of CEOs present made for such a great event.


Surround yourself with decision makers

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

Assets under management

Engage with a high quality audience, ready to do business.

Here's how the Wealth Management EDGE audience broke down in terms of AUM in 2022.

"I always take away something from these events"

Hear from Shannon Eusey, CEO, Beacon Pointe Advisors on her experience at Wealth Management EDGE.

Advisors by job function

Meet with key decision makers from each vertical of some of the country's fastest growing RIA firms.

Advisors by type

Almost 40% of the advisors attending Wealth Management EDGE in 2022 were from independent RIAs.

How big are the RIAs attending?

In 2022, over 50% if the independent RIAs in attendance had at least $500m in assets under management. All looking to connect with their peers and come away with the insights, tools and contacts necessary to inspire their next wave of growth.

Here's a snapshot of job titles and companies from the RIAs, asset managers and asset owners who attended in 2022

  • Save Advisers | Chief Investment Officer
  • Timpanogos Financial Advisors | President, CFP
  • George M Hiller Companies LLC | CEO
  • Upper Left Wealth Management LLC | CIO
  • Townsend Asset Management Corp | President
  • Kaiju Capital Management | Director, Brand & Digital Strategy
  • MangoTree Capital, LLC | President
  • Directed Trust Planning | President
  • Finely Capital Inc | President & Director
  • Nikulski Financial Inc |President
  • Robert Kares CFP | President
  • Tobias Financial Advisors | Chief Investment Officer
  • ARGI | Director of Investment Operations
  • Financial Guidance Group Inc | Founder & Chairman
  • Integrated Wealth Services | President
  • Lynchburg Wealth Management | President
  • Stephens Wealth Mgmt Group | Wealth Advisor & CIO
  • CLP Asset Management | Partner
  • Toews | President
  • Milliman FRM | Director, Portfolio Solutions
  • Convergence Investment Partners | President
  • Manna Wealth Management | President
  • Optimum Quantvest | Chief Investment Officer
  • Spotlight Asset Group | CEO
  • Edson Technology | Founder
  • Members Trust Company | CEO, Chief Investment Strategist
  • Lundeen Abrams Advisors| President
  • Charles Schwab Investment Management | Director of ETF Research
  • BK Asset Management | CIO
  • Castleview Partners | Chief Executive Officer
  • Samsung Asset Management | President
  • Icono Capital | Chief Investment Officer
  • Envision Asset Management | CIO
  • BASE Wealth Management | Founder
  • Soundwatch Capital Llc | Chief Research and Strategy Officer
  • Earth Equity Advisors | CEO
  • Honeytree Investment Management| CO-Founder
  • Pawleys Capital Mangement | CEO
  • Trust Beyond Corp | President

Here's a snapshot of other people from across the wealth management industry who attended in 2022

  • Absolute Engagement I Founder and CEO
  • Alaris Acquisitions I CEO
  • Allianz I CIO
  • American Century Investments I Head of ETF Implementation & Capital Markets
  • Bitwise I President
  • CAIS I CEO
  • CoinDesk I Managing Editor
  • Davis Advisors I Chairman and Portfolio Manager
  • DeVoe and Company I Founder and CEO
  • Digital Assets Council of Financial Professionals I Founder
  • Eaglebrook I CEO
  • ECHELON Parteners I CEO and Founder
  • Engine 1 I Managing Dircetor and Head of ETFs
  • Envestnet I Head of Strategic Development
  • F2 Strategy I President and Founder
  • Fidelity ESG ProSM I VP, Client Experience
  • 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
  • Grayscale Investments I CEO
  • GTS I Principal
  • Harbor Capital Advisors, Inc. I Managing Director, ETFs
  • Hashdex I Head of Global Expansion and Interim Head of US
  • Herbers & Co. I Managing Partner
  • Hightower Advisors I CEO
  • Innovative Portfolios I VP Institutional Distribution
  • 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
  • Journey Strategic Wealth I President & Co-Founder
  • Mariner Platform Solutions I Head of Mariner Platform Solutions
  • Milemarker I Cofounder & CEO
  • Morgan Stanley I Senior Vice President
  • Nexus Strategy, LLC I President  
  • Optimum Quantvest I CIO
  • Orion I CEO
  • Orion Advisor Technology I Chief Behavioral Officer
  • Orion Advisor Technology I CIO
  • Practifi I Co-Founder and President
  • Raymond James I Head of RIA & Custody Services Division
  • Raymond James I Managing Director
  • Red Rock Strategic Partners, LLC I CEO of WealthTech
  • Revere VC I CEO and Co Founder
  • 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
  • Silcarv Consulting Limited I Director & Founder
  • Snowden Lane Partners I Partner, Managing Director, and Head of Investment Solutions
  • Stifel I Vice President, Investments
  • Suzanne Siracuse Consulting, LLC I Founder and CEO
  • T&T Capital Management I CEO
  • 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
  • Valkyrie Investments I Chief Strategy Officer
  • VanEck I CEO
  • Vise I CEO
  • YellowWood Wealth Solutions I Managing Director
  • Yewno I CEO
  • Your Dedicated Fiduciary I Founder