This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL
close
search
Book Now
Menu
close
search
Book

The who's who of wealth management

Quality and quantity. Access senior decision makers from the country's most elite RIA firms.

+

senior attendees

%

of firms attending manage more than $500M in assets

$T

total managed assets

+

advisors

$M

is the average AUM for firms with less than $5B

+

speakers

Here's a snapshot of the advisory firm leaders attending:

Under $5B in AUM

  • Activest Wealth Management, Managing Partner

  • Advocacy Wealth Management, Managing Director

  • Archer Bay Capital, Managing Director

  • Balefire Wealth, Partner

  • Bison Wealth, CEO

  • Bogart Wealth, CEO

  • Brandywine Oak Private Wealth, CEO, Founder

  • Bryn Mawr Trust Advisors, Director

  • FourStar Wealth Advisors, LLC, CEO

  • Halbert Hargrove, CEO

  • Horizon Private Wealth, Owner / Partner

  • Insight Wealth Group, Partner

  • Klingenstein Fields Advisors, Managing Director

  • Level Four, CEO

  • MCF Advisors, Chief Strategy Officer, CCO, Managing Partner

  • New England Private Wealth Advisors, CEO

  • Nottingham Advisors, Director or Advisor and Institutional Solutions

  • Perennial Financial Services, Managing Director

  • Rehmann Wealth, Director of Operations

  • Savvy, Founding Partner

  • Seaview Investment Managers LLC, Managing Director

  • SlateStone Wealth, LLC, CEO

  • Swan Wealth Advisors, Business Development Director

  • TritonPoint Wealth, Partner, Chief Investment Officer

  • Tuttle Capital Management, CEO

  • Ullmann Wealth Partners, Director, Wealth Advisor

  • Venture Visionary Partners, Chairman, CEO

  • VestGen Wealth Partners, Chief Investment Officer

  • Waterloo Capital, SVP, Partnerships

$5B - $15B in AUM

  • &Partners, Managing Director

  • Apollon Wealth Management, AIS, CEO

  • CAM Private Wealth, CEO, Managing Principal

  • Cary Street Partners, Managing Director

  • Chicago Partners Wealth Advisors, LLC, Partner and Director of RIA Acquisitions

  • Concurrent, CEO and Founder

  • Dakota Wealth Management, Wealth Advisor

  • DF Consultants, Director of Operations

  • Empirical Wealth Management, Chief Investment Officer

  • Farther, CEO

  • Fifth Third, Managing Director, Team Lead

  • Great Valley Advisor Group, CEO

  • Holliger Financial Consulting, Managing Partner

  • IHT Wealth Management, Financial Advisor

  • MainStreet Advisors, President

  • Merit Financial Advisors, Vice President, Strategic Partnerships

  • Mission Wealth, Partner, Strategic Advisor

  • Modern Wealth Management, Co-CEO

  • New Edge Wealth, Partner

  • OnePoint BFG Wealth Partners, Chief Operating Officer

  • Parallel Advisors, Firm Development Principal

  • Perigon Wealth Management, CEO

  • RFG Advisory, CEO

  • Snowden Lane Partners, CEO

  • The Mather Group, Senior Director, Strategic Partnerships

  • Westwood Management Corp., Managing Director

$15B+ in AUM

  • Associated Investor Services, Inc., Partner, Financial Advisor

  • Ausperity Private Wealth, Senior Managing Partner

  • Beacon Pointe, Senior Director

  • BTG Pactual, Co-CEO

  • CAPTRUST, Senior Director

  • Cerity Partners, Partner and Chief Marketing Officer

  • Constellation Wealth Capital, Managing Director, Head of Advisory

  • Hightower, CEO

  • IEQ Captial, Senior Director

  • Lido Advisors, Sr. Managing Director, Head of M&A

  • MAI Capital Management, Managing Director, Alternative Investments Group Head

  • Mariner, Managing Director

  • Mesirow, Senior Managing Director, Head of Regional Development and Strategy

  • Moneta, CEO and Chairman of the Board

  • NewEdge Advisors, Director of Innovation

  • Raymond James, Managing Director and Co-Head of U.S. Asset & Wealth Management

  • RWA Wealth Partners, President

  • Schwab, Director

  • Sequoia Financial Group, Senior Director, Wealth Advisor

  • SkyPath Private Wealth, Founding Partner

  • United Capital Financial Advisors, Managing Director

  • Vita Investimentos, CEO & Founder

  • Wexford Financial Strategies, CEO

Here's how we help you meet them

A deeper look at the EDGE audience

Advisor insights

Managing wealth successfully at scale

  • 60% of advisor attendees directly manage $500 million+ in assets
  • EDGE advisor attendees manage the highest average AUM of all industry events
  • Firms under $5 billion managing an impressive $839M AUM on average

Surround yourself with decision makers

250+ advisor decision makers attended in 2025 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.