Investment strategies, productivity and growth for advisors
2,000 attendees. 1,000 advisors.
70% of advisors managing assets over $500 million.
$17T total managed assets. 22,000+ meetings.
The only wealth management conference powering investment, productivity and growth
Wealth Management EDGE brings together three industry-leading brands: Inside ETFs+, WealthStack and RIA Edge.
Real-world solutions to improve your investment strategies, technology and practice management to power your firm's growth. Get the EDGE on the competition.
Investment
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.
Productivity
Meet a new generation of advisors embracing technology to grow their business and the wealthtech innovators paving the way.
Growth
Fine-tune your processes and strategies, from M&A to succession planning, compensation, human capital and leadership.
Why 3-in-1 makes sense
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 brand - Inside ETFs+, WealthStack, and RIA EDGE - 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
Who's on stage?
200+ thought leaders, innovators and influencers including:
- Mark Tibergien, trailblazer on RIA growth
- Jeff Dekko, strategist and RIA leader
- Joanne Bradford, marketing maven
- Michael Kitces, Chief Financial Planning Nerd
- Natalie Wolfsen, Orion CEO, leading with innovation
- Dana Wilson, a DEI advocate and pioneer
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.
ELEVATE your experience
New in 2024! ELEVATE Meetings and ELEVATE Roundtables
ELEVATE 1:1 Meetings: Use our app to create your profile, search event attendees using advance filters, and schedule 1:1 meetings. ELEVATE Meetings will take place at a designated space during specific time slots to maximize your time at the event.
ELEVATE Roundtables offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers.
Helping drive over 22,000 meetings.
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!
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!
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!
Hear 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.
0+
attendees
0%
of firms attending manage more than $500M in assets
$0T
total managed assets
500+
advisors
20,000+
meetings
$900M
is the average AUM for firms with less than $5B
Be seen. Be heard.
Gain new leads. Be seen 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.
Get the latest event updates
2024 sponsors and exhibitors
Join these industry leaders. Contact Dan Rubinetti to learn more.