Advisors to Watch Summit 2026
A wealth-management summit featuring sessions on practice development and industry innovation.
583 Park Avenue, New York, NY
- Date
- October 21, 2026
- Venue
- 583 Park Avenue, New York, NY
TL;DR
- The summit is scheduled for October 21, 2026, at 583 Park Avenue in New York.
- Its program covers practice improvement topics including technology, growth, team building, AI, valuations, and investment strategies.
- The agenda also includes advisor perspectives on practice management and industry leaders discussing wealth-management innovation.
About
AdvisorHub Events organizes the summit as a full-day program for wealth-management professionals. Sessions address both advisor practice management and developments in wealth management, including technology, growth, and investment strategy.
Who you'll find in the room
Advisors
The organizer identifies advisors among the event's intended audience.
Industry leaders
The organizer also names industry leaders as part of the audience.
Featured speakers
26 listedTony Sirianni
Jeffrey T. Hancock
Paul Brunswick
Ed Coyne
Ron Kruszewski
Matthew Franks
Raymond James
Bill Dalton
Nate Lenz
Allen Darby
Sanctuary
Kim Kovalski
Harris Baltch
Joe Mooney
Paul O'Toole
Greg Banasz
Jeff Gonyo
David Karr
Rob Haynie
Shauna Mace
Tim Bello
Mike Reidy
Joseph Mrak III
Monish Verma
James Angiuli
Elizabeth Sieghardt
Partners on record
1 listedVenue & travel
Venue
583 Park AvenueQuestions people ask
5 answeredAdvisors to Watch Summit 2026 is scheduled for October 21, 2026.
The summit takes place at 583 Park Avenue in New York, NY.
The organizer identifies advisors and industry leaders as audience groups.
Advisors wanting deep technical or compliance training, or multi-day exhibit-hall networking, will get less from a one-day event at a single New York venue with Invesco as its Diamond Sponsor.
Wealth management professionals in New York usually wear business formal or sharp business attire, such as suits, to an event like this at a Park Avenue venue.
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