RIA Edge 2025

This premier event is focused on investment, technology, and practice management for Registered Investment Advisors (RIAs).

Attendees can look forward to:

• Networking opportunities with industry leaders and peers
• Educational sessions and keynote presentations by renowned experts
• Interactive workshops and breakout sessions for hands-on learning and collaboration
• Exclusive networking events such as beachside yoga, wine tastings, poolside parties, and more
• 1:1 meetings and roundtable discussions to foster deeper connections and problem-solving

Attendees:

• C-Level Executives: CEOs, CIOs, CTOs, and COOs from leading RIA firms
• Financial Advisors: Professionals managing significant assets and looking to grow their business
• Wealth Management Leaders: Individuals focused on investment strategies, technology, and practice management
• Service Providers: Companies offering goods and services to the wealth management industry
• Industry Experts: Specialists in various aspects of investment, technology, and practice management
• Newcomers: Individuals new to the industry looking to make connections and learn