Investment strategies, productivity and growth for advisors
Incorporating Inside ETFs+, WealthStack, RIA Edge and more
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.
Over the course of a single week, our event will give you real-world solutions to improve your investment strategies, technology, and practice management to power the future growth of your firm. Ultimately giving you the “EDGE” over your competitors.
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?
- Mark Tibergien, trailblazer on RIA growth
- Jeff Dekko, strategist and RIA leader
- Joanne Bradford, marketing maven
- Michael Kitces, Chief Financial Planning Nerd
- Shlomo Benartzi, behavioral economist
- Dana Wilson, a DEI advocate and pioneer
Who attends
Connect with 2,000+ senior wealth management leaders and decision makers, including 150+ CEOs and managing partners from:
RIAs • Broker dealers • Trust companies • Institutional investors • Family offices • Asset managers • Investment banks • ETF issuers • Asset servicers • Tech vendors • Index providers and more!
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 designated 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.
This year's topics
200+ expert speakers will take to the stage covering content on investing, technology and advice, reflecting the ‘day-in-the-life' activities of advisors.
- Current Dynamics and Trends
- Navigating the AI-driven Future
- Millennial Investor Mindset
- NextGen Advisor's Perspective
- Engage Women Investors
- And more!
More than just sessions
We want you to have fun! Join your fellow attendees for beachside yoga, wine tastings, building a sandcastle, mentor-mentee speed dating and more!
Not only will you gain invaluable insights, make new connections and strengthen existing ones, but you'll also leave with lasting memories of a great event. And you'll have photos to prove it - we'll make sure of that!
Why advisors attend
We deliver information and insight that's tailored to the needs of advisors — ONLY at EDGE — through visionary keynote speakers, panel discussions led by industry experts, invite-only experiences, meet-ups, VIP meetings, access to the Advisor+ Lounge and more!
EDGE attracts the highest quality attendees: 70% of advisors who attend manage over $500 million in assets.
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.