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

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


DISCOVER C-LEVEL STRATEGIES THAT ACCELERATE RIA GROWTH

Join your peers for the ultimate RIA experience.

Want to sponsor?Who's attending


350+

attendees

60%

of RIA firms attending manage $500M+ in assets

200+

senior advisors

58%

of attendees are C-level

$2T

in total AUM


EVENT APP NOW OPEN

The ConnectMe event app is now open for all registered attendees, start
exploring pre-event networking today!

Download ConnectMe


WHAT MAKES RIA EDGE WEST UNIQUE?

Audience quality. The event is designed exclusively for RIA executives. Don’t
miss the opportunity to learn from executives running the most successful and
fastest growing RIA firms in the country.

We understand the specific issues and priorities that are dominating
conversations among executives across the RIA industry. The event’s speakers and
partners offer solutions for the most complex pay, personnel and growth
challenges that leaders grapple with every single day.




TECH FOR GROWTH SUMMIT

NEW THIS YEAR! Powered by WealthStack

Technology insights and connections to help scale your business.

Helping elite advisors leverage technology to unlock business growth and create
scalable, repeatable and personalized experiences for your clients.

More about Tech for Growth


FAB FOR WOMEN LEADERS

NEW THIS YEAR!

Financial Advisor Breakfast (FAB) for Women Leaders in Wealth Management, is an
exclusive event dedicated to fostering professional development and community
among successful women in the industry. FAB offers a unique platform to discuss
strategies for drawing more women into wealth management, sharing skills and
supporting each other's growth, both personally and professionally.

*Invite only

FAB for women leaders


HEAR FROM THE EXPERTS

RIA Edge West is designed to help your firm rise to the top with unmatched
learning and networking experiences that will ignite your next wave of growth.

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. Speakers include Matt Regan, Vanessa
Martinez, Stacey McKinnon, Jason Pereira and many more.



See the full agenda



WHO WILL YOU MEET?

RIA Edge West gathers a unique community of 350+ senior leaders and innovators
from across the wealth management industry, featuring 200+ senior advisors from
some of the most influential wealth management firms across the U.S.

See who attends


ELEVATE ROUNDTABLES

NEW THIS YEAR!

ELEVATE Roundtables offer a unique forum for engaging conversations and
collaborative problem-solving in small groups of your peers.

Networking opportunities


ELEVATE MEETINGS

NEW THIS YEAR!

High impact, double opt-in 1:1 meetings you can schedule with other attendees
through the RIA Edge West event app. Meet new people, share best practices and
ideas, make new friends and establish new business relationships.

Networking opportunities
2024 agenda


LOOKING AHEAD AT RIA EDGE WEST






HEAR FROM THE MOST RESPECTED NAMES IN THE INDUSTRY


STEPHANIE BOGAN

FOUNDER, CHIEF POSSIBILITY OFFICER

LIMITLESS ADVISOR COACHING


ROB PETTMAN

CHIEF REVENUE OFFICER AND PRESIDENT

TIFIN


VANESSA MARTINEZ

CEO

EXPRESSIVE WEALTH, LLC


JASON PEREIRA

SENIOR PARTNER, FINANCIAL PLANNER, FINTECH EXPERT

WOODGATE FINANCIAL


DENITSA BALUNIS

SVP, CORPORATE STRATEGY AND CORPORATE DEVELOPMENT

EDELMAN FINANCIAL ENGINES


BRIAN PORTNOY, CFA, PH.D.

FOUNDER

SHAPING WEALTH


MOLLY BENNARD

PRESIDENT, INTERNATIONAL OPERATIONS

FOCUS FINANCIAL PARTNERS, LLC


MIKE LAMENA, AIF®, CEPA, SHRM-SCP

CHIEF EXECUTIVE OFFICER

WEALTHSPIRE

Meet the speakers

FP Transitions

There was a good mix of content that is very relevant to RIAs today delivered by
top-class professionals.

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. Overall, the conference
surpassed my expectations.

EQM Indexes

This remains one of the premier industry events.

RIA Database/RIA Channel

Great content, great exhibit, well organized.

Initiate Impact

I felt it was a great investment of my time and look forward to future events.

FP Transitions

There was a good mix of content that is very relevant to RIAs today delivered by
top-class professionals.

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. Overall, the conference
surpassed my expectations.

EQM Indexes

This remains one of the premier industry events.

RIA Database/RIA Channel

Great content, great exhibit, well organized.

Initiate Impact

I felt it was a great investment of my time and look forward to future events.

FP Transitions

There was a good mix of content that is very relevant to RIAs today delivered by
top-class professionals.

 * 1
 * 2
 * 3
 * 4
 * 5


BE SEEN. BE HEARD.



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. Lead discussions as an
expert speaker and build a unique sponsorship package to put your company at the
front of your buyers' minds. Opportunities are limited. Reach out now!

Contact us by emailing sponsorriaedgewest@informa.com.

Sponsorship opportunities




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.

Find out more >>

Learn more



GET THE LATEST EVENT UPDATES

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Country *United KingdomUnited StatesAfghanistanAlbaniaAlgeriaAmerican
SamoaAndorraAngolaAnguillaAntarcticaAntigua And
BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia
And HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei
DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman
IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling)
IslandsColombiaComorosCongoCook IslandsCosta RicaCroatiaCubaCyprusCzech
RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl
SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe
IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern
TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuineaGuinea-BissauGuyanaHaitiHeard
And McDonald IslandsHondurasHong Kong,
S.A.R.HungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyIvory
CoastJamaicaJapanJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaoLatviaLebanonLesothoLiberiaLibyan
Arab JamahiriyaLiechtensteinLithuaniaLuxembourgMacau,
S.A.R.MacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall
IslandsMartiniqueMauritaniaMauritiusMayotteMetropolitan
FranceMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands
AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth
KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinian
TerritoryPanamaPapua New
GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto
RicoQatarReunionRomaniaRussian FederationRwandaSaint Kitts And NevisSaint
LuciaSaint Vincent And The GrenadinesSamoaSan MarinoSao Tome And PrincipeSaudi
ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon
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TobagoTunisiaTurkeyTurkmenistanTurks And Caicos IslandsTuvaluUgandaUkraineUnited
Arab EmiratesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVatican
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SPONSORS AND PARTNERS

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


DIAMOND SPONSOR



Yrefy LLC


SILVER SPONSORS



EP Wealth Advisors

Gladstone Group

Gold Leaf Farming

LPL Financial

Nuveen

Practifi

RFG Advisory

Schwab Advisor Services


TECH FOR GROWTH SUMMIT SPONSORS



Amplify Technology

Focal

Greminders

TIFIN AG

UX Wealth Partners


EXHIBITORS



Allworth Financial

Carter Funds

Franklin Templeton

Invito Energy Partners

Jump

MarshBerry

Marsh McLennan Advisory

U.S. Bank

Wealth.com


LEAD MEDIA PARTNER



Gregory FCA


PARTNERS



Barron's

CEO Branding Worldwide

CFA of Orange County

Content 151

etf.com

Financial Planning Association of Canada

JConnelly

NAIFA

Three Crowns Marketing

Worth


MULTIMEDIA PARTNER



Auxesys


INDUSTRY PARTNER



Zephyr


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