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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA
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October 7-9, 2024|Ritz-Carlton | Marina del Rey, CA

The ultimate RIA experience

Over 250 senior advisors with 60% managing $500M+ AUM.

Discover C-level strategies to accelerate the growth of your RIA.

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Network with your peers

Connect with over 250 C-level advisors from the country's largest and fastest growing RIA firms

Networking opportunities

What makes RIA EDGE West unique?

One word: Focus. We understand the specific issues and priorities that are dominating conversations among executives across the RIA industry. The event is designed exclusively for RIA executives and provides solutions for the most complex pay, personnel and growth challenges that leaders grapple with every single day.  

Designed to help you grow

RIA Edge West is designed to help you become the top 1-2% of RIA firms in the industry through unmatched learning experiences, unique networking opportunities and presentations and discussions that will ignite your next wave of growth.

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Hear from expert practitioners

Put yourself in the room with business leaders from some of the top RIA firms as well as the industry’s most renowned human capital, strategic planning, marketing and technology consultants. Past speakers include Mark Tibergien, JC Abusaid, Brian Hamburger and many more.

See who spoke in 2023
Networking at RIA Edge West

Who will you meet?

RIA Edge West is part of a unique community of leaders and innovators from across the wealth management industry. The event also brings together an exclusive group of RIA leaders and your peers from some of the most influential wealth management regions on the West Coast.

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2023 agenda

Stand out from the crowd

Sponsor RIA Edge West and gain access to the wealth management industry’s most important decision-makers and influencers.

Tell us your goals and we'll help you achieve them.

Contact us by emailing sponsorriaedgewest@informa.com.

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Advisor Premium Program

If you're one of the industry's top financial advisors, you can attend RIA Edge West for free!

Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.

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Current & past sponsors

Join these industry leaders. Contact our team to learn more.

Dennis Morton

Founder and Principal

Morton Brown Family Wealth

RIA Edge did an exceptional job curating a diverse range of speakers and topics that catered to the interests and needs of RIA leaders. I felt my time was well spent as an attendee and presenter, allowing me to share my experiences and establish meaningful connections with industry professionals and media. Overall, the conference surpassed my expectations and I look forward to participating in future events.

All-Star RIA CEO panel with Shannon Eusey, Heather Fortner and Kay Lynn Mayhue
A panel discussion taking place at RIA Edge 2022
Delegates participating in the RIA Edge Think Tank in 2022

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