October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CARIA Edge Orange County by the numbers
Access senior decision makers from the country's most elite RIA firms.
+
attendees
%
of RIA firms attending manage $500M+ in assets
+
senior advisors
%
of attendees are C-level
$T
in total AUM
Surround yourself with decision makers
RIA Edge Orange County brings together CEOs, CIOs, CTOs and COOs together in one place, creating a truly unique, all-in-one networking opportunity.
Assets under management
This October, the advisors at RIA Edge Orange County represent over $2 trillion in client assets.
Quantity and quality
RIA Edge Orange County is home to a premier class of RIAs with the majority of attending firms managing over half a billion dollars.
A snapshot of advisory firms and job titles in attendance in 2026
- Acts financial advisors, CEO
- Adams Wealth Advisors, Partner - Sr. Wealth Advisor
- AIRE Advisors, President
- Allworth Financial, CTO
- Arrow Root Family Office, CEO
- Asset Planning Inc, CEO, Founder
- Austin Money Management, President & CIO
- Avella Private Wealth, LLC, Managing Member
- Avory & Company, Founder/CIO
- Axia Wealth Management Inc., CEO
- Balefire Wealth, CEO
- Bellin Wealth Management , President
- Berilium, CEO
- Bramshill Investments, Executive Director
- Breckinridge, Senior Relationship Manager
- Compass Capital, Founder & Managing Partner
- Compound, Principal Wealth Advisor
- Dahring | Cusmano and Associates, CEO
- Denver Wealth, CIO
- Edward Jones, Financial Advisor
- EmVision Capital Advisors, Founder/CEO
- Ethic, Head of Business Development
- Farther, CEO
- Fiori Financial Group, CEO
- Gaddis Premier Wealth Advisory , Sr Advisor/Owner
- Hightower Advisors, Managing Director
- JPL Wealth Management, Vice President of Operations and Client Services
- Kercheville Advisors, LLC, CFO/CCO
- Kingsview Partners, Partner, Wealth Manager
- LPL, CFO
- Merit Financial Advisors, Chief Operating Officer
- Modera Wealth, CMO
- Morgan Stanley, Financial Advisor
- Old National Bank, SVP, Financial Institutions Group
- Oppenheimer Co, Managing Director
- Optivest, COO
- Pathway Capital, Head of Wealth
- Perigon Wealth Management, CEO
- Pinnacle Family Advisors, Founder
- Principal, Financial Advisor
- Private Wealth Solutions, LLC, CEO
- Prosperity Private Wealth, Owner/Advisor
- QE Wealth Management, Founder & Wealth Management Advisor
- Quattro Financial Advisors, Chief Investment Officer
- Schwab Advisor Services, Business Development Officer
- Swan Global Investments, Director of Business Development
- Three Bearings Fiduciary Advisors, Inc., President & CIO
- Tidemark Financial Partners, COO/MP
- Tori Investimentos, CIO
- Trilogy Financial, Chief Development Officer
- TritonPoint Wealth, Partner
- Victory Financial Group, President
- Visdom Investment Group, Founder & CEO
- Waterloo Capital, SVP
- Watkinson Capital Advisors, COO
- Wealthspire Advisors, Chief Marketing Officer
- Wells Fargo, Platform Growth Director
- Zandbergen Group, Founder, CEO