RIA Edge Austin 2026
A gathering for RIA leaders and executives, with sessions addressing growth, AI, mergers and acquisitions, and talent.
Four Seasons Austin, Austin, TX
- Date
- November 9, 2026
- Venue
- Four Seasons Austin, Austin, TX
Who you'll find in the room
Senior leaders
Senior leaders are among the stated audiences.
Executives
Executives are among the stated audiences.
Senior advisors
Senior advisors are among the stated audiences.
Innovators
Innovators are among the stated audiences.
Featured speakers
33 listedAdam Lewis
Shareholder · Vedder Price P.C.
Alex Goss
Managing Partner, Founder · NewEdge Capital Group
Alex Ortolani
Sr. Reporter · Wealth Management Group
Alyssa Calhoun, MBA, CFP®
Principal, Wealth Advisor · Mercer Advisors
Amy DeTolla
Founder and CEO · Aureus Advantage
Andrei Pop
Founder and CEO · Humanity Labs
Chad Tischer, CFP®
Head of Family Office · Wealthspire Family Office
Chayce Horton
Associate Director, Wealth Mangement · Cerulli Associates
Connie Mack
Founder · RIA Advisors
Darcy O'Brien
Chief Marketing Officer · Simon Quick Advisors
David Armstrong
Executive Director, Content and User Engagement · Wealth Management
Deana Lewis
CMO · The Mather Group
Derek Bruton
Head of Mergers & Acquisitions · Modern Wealth Management
Doug Fritz
Co-Founder and Executive Chairman · F2 Strategy
Frank Giuliano
Head of Corporate Development · Caprock
Jake Tomes
CEO · Level Four Group, LLC
James Bogart
Founder and CEO · Bogart Wealth
Jamie Frazier
Chief Growth Officer · Moors & Cabot Investments
Jason Borek
Chief Growth Officer · The Pinnacle Group
Jeff Gonyo
Head of Wealth Management · Steward Partners
Joe Anthony
President and Co-CEO · Gregory FCA
John O'Connell
Founder & CEO · The Oasis Group
John Orsini
Director · MarshBerry
Joshua VanDervort
Regional Vice President - Advisory (Life) · Nationwide Financial
Kevin Corbett
Managing Director - Corporate Development · Mariner Wealth Advisors
Liam Hanlon
Vice President, Strategy & Research · Jump
Mark D. DeLotto
Partner, Corporate Development Officer · Simon Quick Advisors
Mike Shannon
Co-Founder & CEO · Impruve
Mr Mohan Gurupackiam
Chief Information Officer · Steward Partners
Nicholas Garcia
Principal Wealth Advisor · Compound Planning
Shannon Rosic
Director of WealthStack Content & Solutions · Informa
Tim Welsh
President, CEO & Founder · Nexus Strategy, LLC
Toby Wade
Co-Founder and CEO · DeepVest
Venue & travel
Venue
Four Seasons AustinQuestions people ask
5 answeredRIA Edge Austin 2026 starts on November 9, 2026.
The event takes place at Four Seasons Austin in Austin, Texas.
The stated audience includes senior leaders, executives, senior advisors, and innovators.
It is most useful for owners and growth or corporate development leaders at registered investment advisory firms weighing M&A, AI adoption and talent hiring, since speakers include dealmakers from Mariner Wealth Advisors, MarshBerry, Caprock and Modern Wealth Management. Junior advisors and planners focused on day-to-day client service would get less from it, as the audience is senior leaders and executives from fast-growing firms.
Wealth management executives at an upscale hotel conference usually wear business casual to business professional, typically a blazer with open collar or a suit without a tie.
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