Wealth Management EDGE 2026

Set your sights on growth
The largest gathering of RIAs. The highest AUM. The most senior advisors.
Boost your knowledge, your network and your business.

The only wealth management conference encompassing investment, productivity and growth strategies
At Wealth Management EDGE, you'll discover practical solutions you can apply right away to drive your firm's growth. Get your EDGE on the competition. 

The who's who of the industry is at EDGE
EDGE brings together the industry's key players and experts, enabling your next growth wave while helping you meet the demands of your clients. “I come here for three reasons,” says Joe Duran, Managing Partner at RISE. 

Why do 1,000+ advisors attend?

• To gain new knowledge and connections tailored to your needs:
• Insights from top advisors and other industry experts
• Invite-only experiences
• Curated 1-2-1 meetings
• Access to the Advisor+ Lounge

Elevate your experience

• Get ready to meet thousands of people with EDGE networking programs.
• EDGE Meetings - schedule your 1:1 meetings with the ConnectMe app.
• EDGE Roundtables - have engaging conversations and solve problems in a small group of your peers.
• Allocate Meetings - a new matchmaking meetings program. Tell us your preferences and interests and we'll do the rest. All you need to do is show up.

Not your normal event

• We want you to have fun! Join your fellow attendees for beachside yoga, wine tastings, the poolside party and drinks receptions, sandcastle-building, mentor-mentee speed dating and more!
• You won't just gain invaluable insights and make new connections at EDGE, you'll leave with lasting memories.