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RIA / Wealth ManagementIn-Person

RIA Edge Orange County

Informa Connect

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

The premier gathering for RIA growth, leadership & competitive advantage. RIA Edge Orange County brings together top leaders and executives from the fastest-growing firms for conversations on scaling with AI, navigating M&A, and attracting top talent.

Location

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 Director, Savant Wealth Management)Kevin Casey (Managing Director, Pathstone)Matt Regan (CEO, Wealthcare)Michelle Winkles (CMO, Mission Wealth)Mike Wunderli (Managing Director, Head of M&A, CAPTRUST)