If you work in an RIA or wealth management firm, conference planning now runs year-round. Sessions, sponsorships, and meetings all compete for the same travel days and budget.
Our 2026 list of RIA conferences and advisor events across the US gives you a clean starting point. Scan the list, flag your best fits, then lock in the events that add the most value to your clients and your team.
RIA conferences and wealth management events can shape your growth plans for the year. With the right calendar, you can use limited travel time and budget on meetings and sessions that actually move your business forward. Here's a complete list of financial advisor and RIA conferences happening across the US this year.
The InvestmentNews Awards celebrate advisors and firms that are helping define the future of US wealth management. The program highlights both individual leaders and organizations setting the standard for advice, growth, and client outcomes.
Nominations opened last December 1, 2025, and will run until February 27 at 11:59 p.m. EST. Advisors, home offices, and service partners can submit entries through the InvestmentNews Awards Portal. Here's a quick overview of the different awards.
Behind the scenes, the awards follow a structured, months-long process that combines open nominations, independent research, and detailed submissions. The judging panel is made up of industry leaders with diverse experience across segments.
Excellence Awardees will be announced in April to give the market an early view of standout individuals and firms. Judges then begin formal voting in May. Winners will be announced live at the InvestmentNews Awards ceremony on June 24.
The program is backed by a group of industry sponsors that support the wealth management community. Prudential serves as the event sponsor. Nasdaq is the gold awards partner, with Park Avenue Securities and Thrivent the silver awards sponsors. Cambridge is the social media sponsor. Destiny Family Office is the associate sponsor, building on its close involvement with prior InvestmentNews Awards cycles.
Here's a highlight reel of last year's event:
Here's a snapshot of other financial advisor and RIA conferences across the US in 2026 that may fit your calendar. Click on each month to expand the list.
Four-day forum for bank insurance risk managers focused on coverage design and emerging risks with direct access to insurers and peers
Advisor-focused technology conference with sessions on practice management, workflows, and unified platforms for RIAs and wealth firms
Three-day estate planning event for advisors focused on tax, structures, and technology to deepen planning and client service
National conference for independent financial services firm executives focused on industry change, regulation, and the business of financial planning
Executive retreat for fee-only firms managing over $1 billion AUM focused on growth, scale, and leadership in large RIAs
Asset management conference at the intersection of operations, compliance, and technology, including AI, digital assets, and product innovation
Curated event for growth-focused wealth advisors centered on revenue, team building, and long-term legacy planning
Nitrogen's advisor summit focused on practice growth, client meetings, and risk-based planning, with up to 15 CE credits available
One-day conference for CFP professionals and allied planners, offering CE, best-practice sessions, and sponsor exhibits
Orion's flagship wealthtech conference for RIAs and enterprises, focused on technology, workflows, and practice strategy
Three-day event for self-directed investors and traders featuring market education, exhibitors, and networking
AI-focused wealth and fintech festival for advisors, asset managers, and fintech leaders built around future-oriented themes
Advisor and enterprise technology conference showcasing tools and solutions for independent and hybrid firms
Conference on building and running an RIA, covering formation, growth, strategy, and succession planning
ETF-focused conference built by advisors, giving access to sessions, networking, exhibits, and CE credits
Summit for investment advisory business leaders focused on relationships, distribution, and advisory growth opportunities
IAA program for RIAs and CCOs on the latest SEC rules, exams, and best-practice compliance programs
Finseca's event for leaders focused on sales, leadership, recruiting, and practice growth in the financial security profession
ICI's flagship conference for asset management executives and counsel, centered on policy priorities and industry issues for funds
RIA CIO conference bringing investment leaders together for workshops, manager due diligence, and portfolio discussions
Closed-door forum for RIAs, family offices, and private banks in the Southeast covering allocation, alternatives, and practice management
Spring meeting for professionals in retail alternative investments, highlighting new structures, sponsors, and distribution partners
Institutional Investor forum for senior investment leaders focused on ideas and networking in alternatives
Conference for advisors and owners focused on value growth and practical exit planning strategies
Two-day wealth management conference blending technical education with peer collaboration to strengthen advisory practices
FPA retreat for planners who want human-centered, innovative ways to improve their practice and impact
FA Magazine's mission-driven conference dedicated to advancing women's financial well-being and leadership in advice
National conference for active investment managers covering strategies, risk, technology, and practice growth
In-person summit for women advisors focused on investment strategy, practice management, and career development
Advanced planning and practice-management conference for advisors focused on complex client needs and lifelong learning
Large-scale digital assets and Web3 conference bringing together investors, builders, policymakers, and financial professionals
Fee-only planning conference offering technical education, practice-management sessions, and networking for NAPFA-member RIAs
RIA-focused growth and leadership conference centered on strategy, M&A, and succession for advisory firm executives
Regulatory conference for broker-dealers and compliance teams covering FINRA rules, supervision, and emerging industry risks
Advisor event for growth-minded wealth professionals focused on innovation, practice strategy, and client experience
Envestnet's flagship advisor conference on wealthtech, data, and integrated advice for RIAs, enterprises, and home offices
Technical conference for advanced planning professionals on estate, business, and insurance-based strategies for complex clients
Virtual RIA conference focused on investment management, technology, and practice-management strategies for growing firms
Long-running regional FPA conference offering high-quality CE sessions and networking for experienced financial planners and RIAs
ETF-focused conference bringing together sponsors, regulators, liquidity providers, exchanges, and service partners for education and collaboration
Accounting and finance event offering multi-track education and networking to build skills and professional connections
Wealth conference for advisors and firm leaders focused on investments, technology, and practice-management growth strategies
Flagship advisor conference delivering strategies, research, and market insights to help financial professionals serve investors
Annual industry conference covering practice management, technology, regulation, and client engagement for advisors and firm leaders
Advisor event bringing allocators and managers together for structured meetings, networking, and sessions on manager selection
Conference helping financial professionals strengthen their personal brand through social media, content, and brand voice development
Invite-only gathering of women leaders in wealth management focused on investment trends, best practices, and peer connections
LPL Financial's flagship conference that offers advisors multi-day learning, networking, and inspiration from industry experts
Immersive conference for early‑career planners and career‑changers to learn, connect, and build community in financial planning
Showcase focused on live demos of new banking and fintech, plus insights on innovation and digital customer experience
Wealth festival centered on trends in advice, investing, technology, and practice growth across the modern wealth ecosystem
Practice‑management and business‑strategy conference built around ideas for running and scaling independent advisory firms
RIA conference focused on M&A trends, valuations, deal structures, and succession strategies
Advisor conference dedicated to practical tax planning, repeatable processes, and systems that support firm growth and client outcomes
Technical conference covering tax law changes, fund and adviser reporting, and accounting issues for investment companies
Institutional investor program focused on alternative investment opportunities, portfolio roles, and product structures
Conference bringing together advisors, broker-dealers, and retail alts providers to explore new products and distribution channels
MMI conference on strategy, product trends, and distribution opportunities for investment advisory leaders and asset managers
Off‑site, closed‑door conference for RIAs, family offices, and private banks to discuss portfolio construction and practice strategy
Gathering of allocators, managers, and wealth leaders exploring alternatives, due diligence, and portfolio implementation in private markets
NAPFA's flagship gathering for fee-only advisors, with advanced planning content and practice-management sessions
Invite‑only event where wealth‑management CEOs and senior executives discuss strategy, growth, leadership, and industry shifts
Advisor conference on peer‑driven practice‑management ideas, innovation in wealth management, and growth planning
Virtual conference where RIAs and fintech leaders explore digital tools, client experience platforms, and practice‑management technology
Conference offering advisor education on investments, practice management, and technology, plus a broad exhibit hall and networking
RIA conference on growth, marketing, technology, and operations, with sessions tailored to scaling independent firms
Event for independent allocators and managers to explore shared portfolio interests through curated meetings and capital‑sourcing discussions
Wealth management conference where advisors gain advanced investment, planning, and practice‑management insights alongside peer collaboration
Invite-only conference for enterprise RIA leaders on firm strategy, investment research, growth initiatives, and operations
There are dozens of financial advisor and RIA conferences happening all year. This is why picking which events to attend can be challenging. To determine suitable events, start with your business plan, and not the event brochure.
Look for agendas that match your current focus, whether that is technology, advanced planning, or M&A, and confirm that sessions offer CE or skill-based outcomes. Many top advisor conferences highlight their mix of technical content, practice management, and CE as core reasons to attend. Use this as a benchmark when you compare options.
From there, narrow your list to events that attract the right peer group and decision-makers for your firm. Many growth-focused advisors limit attendance to three to five in-person events a year, balancing one tech, one practice‑management, and one investment‑focused conference. This mix keeps your calendar realistic and turns time away from the office into better processes, stronger teams, and sharper advice.
Visit and bookmark our Practice Management News Section for updates on financial advisor and RIA conferences happening throughout the year.
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