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RIA Edge Austin
November 9-11, 2026
Four Seasons AustinAustin, TX
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Attendees

+

attendees

%

of RIA firms attending manage $500M+ in assets

+

senior advisors

%

of attendees are C-level

$T

in total AUM

A snapshot of advisory firms and job titles in attendance in 2026

Under $500M in AUM

  • AC Family Office LLC, CEO & CIO
  • ActiTrust Wealth Management, Managing Director
  • Anchor Wealth ManagementGroup, Founder, President & CEO
  • Bookends Financial Planning, VP Investments
  • Cap Six Advisors, Chief Growth Officer
  • City Different Investments, Founding Partner & Portfolio Manager
  • E|Financial Alliance, President
  • Empiric Advisors, Partner
  • Fogarty Wealth Management, Inc, President/CCO
  • Gaddis Premier Wealth Advisors LLC, Senior Financial Advisor/Partner
  • Glide Capital, MD
  • Great Gable Advisors, LLC., Managing Partner
  • GrowStrong Wealth Strategies, Principal Owner
  • KPC, CEO
  • NetWorth Financial Services, CEO/President
  • Old Slip Capital Partners, Managing Principal
  • Optimist Retirement Group, Managing Member
  • Vertex Financial Advisors, President/Founder
  • And more

$500M - $2B in AUM

  • 25 Financial, COO
  • Astra Wealth Management, President, Partner
  • Blue Chip Partners, LLC, CEO/Founder
  • Brookwood Investment Group, Co-Founder & Chief Development Officer
  • CHJ Wealth Management, Managing Member/CFP
  • Cypress Wealth Services, Partner
  • Delegate Advisors LLC, CEO
  • Denver Wealth Management, CIO
  • Eldred Rock Partners, Principal
  • IAM Advisory LLC, Investment Advisor
  • Kercheville Advisors, LLC, CFO/CCO
  • Laffer Tengler Investments, President, CIO Fixed Income
  • Legacy Wealth Management, CEO
  • Onyx Bridge Wealth Group LLC, CCO
  • Palisades Hudson Asset Management, L.P., CIO and SVP
  • Paragon Capital Management LLC, Wealth Manager
  • RIA Advisors, CEO
  • Riverstone Advisors, LLC, President
  • Saxon Financial Group, CEO/CIO
  • Third Avenue Management, Director
  • Trinity Portfolio Advisors, Owner
  • And more

$2B+ in AUM

  • Advisor Resource Council, Chief Operating Officer
  • Americana Partners, Chief Platform Officer
  • Avidian Wealth Solutions, CEO
  • Balefire Wealth, Director of M&A
  • Beacon Pointe Advisors, Director
  • F.L.Putnam Investment Management Co, Chief Acquisitions and Integrations Officer
  • Fisher/SMB, VP, Strategic Initiatives
  • Hightower Advisors, Managing DIrector
  • LPL Financial, Vice President
  • Mercer Advisors, VP Partner Development
  • Mesirow, COO, Wealth Management
  • Moneta Group Investment Advisors, LLC, Senior Managing Director
  • Narwhal Capital Management, Director of Fixed Income
  • Paul Comstock Partners, CEO
  • Perigon Wealth Management, Managing Director of Digital Strategy
  • Procyon, Managing Principal
  • Retirement Plan Consultants, Regional Director
  • RFG Advisory, National Director
  • Simon Quick Advisors, Partner
  • Venturi Private Wealth, CEO
  • Waterloo Capital, SVP, Partnerships
  • Wellesley Asset Management Inc., Chief Operating Officer
  • And more
Here's how we help you meet them
Attendees at RIA Edge West include financial advisors, manager, directors, and C-level executives

Surround yourself with decision makers

RIA Edge events bring together CEOs, CIOs, CTOs and COOs together in one place, creating a truly unique, all-in-one networking opportunity.

Assets under management

The advisors attending RIA Edge Austin represent over $2 trillion in client assets.

RIA Edge Austin is home to advisors managing a combined 2 trillion dollars in assets
60% of advisors are from firms with $500 million or more in AUM

Quantity and quality

RIA Edge events are home to a premier class of RIAs with the majority of attending firms managing over half a billion dollars.