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RIA / Wealth ManagementIn-Person

RIA Edge Orange County

Informa Connect

October 19–21, 2026·Dana Point, CA, USA
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About This Event

Premier gathering for RIA growth, leadership and competitive advantage featuring 350+ senior leaders and 250+ senior advisors from influential wealth management firms. Includes sessions on scaling with AI, M&A navigation, and talent attraction, plus Tech for Growth Summit and EDGE Meetings networking.

Event Details

Speakers
5
Attendance
350+ senior leaders and innovators; 250+ senior advisors
Scope
RIA growth, leadership & competitive advantage; wealth management industry

Featured Speakers

Eamon Verdone (M&A DirectorSavant Wealth Management)Kevin Casey (Managing DirectorPathstone)Matt Regan (CEOWealthcare)Michelle Winkles (CMOMission Wealth)Mike Wunderli (Managing DirectorHead of M&ACAPTRUST)