RIA Edge

Location: Boca Raton Florida, USA

Date: Jun 10-12, 2025

About the RIA Edge

Scaling your RIA isn’t just about adding clients—it’s about building a firm that thrives for years to come. Whether you’re focused on organic growth, M&A opportunities, talent acquisition, or succession planning, gain actionable insights from top RIAs and industry experts. Learn how to attract and retain top talent, navigate strategic partnerships, and position your firm for long-term success in a rapidly evolving industry.

Why Attend?

Engage with Top RIA Leaders: Connect with over 250 senior advisors and C-level executives from elite RIA firms managing substantial assets. The event offers curated 1:1 meetings, roundtable discussions, and exclusive networking opportunities to foster meaningful relationships and strategic partnerships.
Access Actionable Growth Strategies: Gain insights from industry experts on scaling your firm through organic growth, M&A, talent acquisition, and succession planning. Sessions cover topics like unlocking private markets, compensation strategies, and empowering new leadership generations.
Exclusive Advisor Premium Program: Qualified top financial advisors can attend for free through the Advisor Premium Program, which includes complimentary access to all sessions, VIP seating, and additional perks. This program is designed to provide high-value experiences for leading advisors.

About tickets

Advisor Rate – $399
Includes access to the exhibition hall, all meals and parties, 1:1 meetings, roundtables, and all content tracks (Wealth Management EDGE, Inside ETFs+, WealthStack, RIA Edge).
Advisor Plus Rate – $499
Offers all Advisor benefits plus early access to the event app, VIP lounge, advisor-only networking events, and speed networking sessions.
Startup Rate – $1,450
For verified fintech/wealthtech startups under 7 years old with less than $15M in funding; includes full access to the event content and networking.
Product and Service Provider Rate – $3,999
For professionals like asset managers, ETF issuers, tech providers, and consultants; full access to content, networking, and exhibition.
Sponsor Rate – $2,150
Available only for event sponsors to purchase additional passes beyond their included package.

Click here for more information related to the event and ticketing.

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