Staying ahead in the dynamic world of financial advising requires continuous learning, networking, and insight into the latest industry trends. For financial professionals and wealth managers, attending the right financial advisor conferences can be a game-changer for your practice and professional development. These premier wealth management events offer great opportunities to sharpen your skills, discover innovative technologies, and connect with peers and industry leaders.
To help you navigate the long list of options and identify the best fits for your business and career goals, we’ve compiled this comprehensive guide. It provides a detailed look at the top gatherings, their key focuses, and what makes each event a valuable investment for your financial planning or RIA firm.
Your Comprehensive 2025-2026 Financial Advisor Conference Roadmap
June 2025 Summer’s Top Financial Advisor Conferences
BNY Mellon Pershing’s INSITE
- Dates: June 3-5, 2025
- Location: National Harbor, MD
- Who Should Attend:
- Established Advisors
- RIA Owners & Firm Leaders
- Operations & Practice Management Professionals
- Key Takeaways: Dive deep into practice management best practices, featuring insights from industry leaders. This event is designed to help you build more efficient and profitable practices for the long term.
- Visit Conference Website: https://www.pershing.com/events/insite
AICPA & CIMA ENGAGE 25
- Dates: June 9-12, 2025
- Location: Las Vegas, NV
- Who Should Attend:
- Financial Planners (Broad Focus)
- CPAs & Tax Professionals
- Accounting & Financial Advisory Professionals
- Key Takeaways: Access a wide breadth and depth of specialized content, plus an extensive exhibit hall showcasing essential tools and resources for modern advisors.
- Visit Conference Website: https://www.aicpa-cimaengage.com/
Jolt! 2025
- Dates: June 9-11, 2025
- Location: Nashville, TN
- Who Should Attend:
- Marketing-Focused Advisors
- Client Acquisition Specialists
- Growth-Oriented Firm Leaders
- Key Takeaways: Learn how to build a predictable and profitable marketing system to consistently generate leads and grow your client base. If you’re looking to consistently attract your ideal clients online, learn how our agency helps with Financial Advisor Lead Generation Strategies.
- Visit Conference Website: https://www.joltconference.com/
Wealth Management EDGE
- Dates: June 10-12, 2025
- Location: Boca Raton, FL
- Who Should Attend:
- Investment Managers
- Technology-Focused Advisors
- RIA Growth Strategists
- ETF Specialists
- Key Takeaways: This event uniquely combines three specialized content tracks: Inside ETFs, WealthStack, and RIA Edge, covering investment, productivity, and RIA growth. Discover how to enhance your firm’s online presence with SEO & Website Buyer’s Guide for Financial Advisors.
- Visit Conference Website: https://informaconnect.com/edge/
FPA Of Central Virginia Annual Forum
- Dates: June 12-13, 2025
- Location: Richmond, VA
- Who Should Attend:
- Local Financial Planners (Mid-Atlantic region)
- Advisors Seeking Continuing Education
- Community-Focused Practitioners
- Key Takeaways: Engaging speakers cover a range of high-impact topics relevant to daily financial planning practice, offering valuable continuing education.
- Visit Conference Website: https://www.financialplanningassociation.org/2025-fpa-central-virginia-annual-forum
Citywire RIA San Diego CIO Summit 2025
- Dates: June 12-13, 2025
- Location: San Diego, CA
- Who Should Attend:
- Chief Investment Officers (CIOs)
- Senior Investment Team Members (RIAs & Family Offices)
- Invite-Only Senior Professionals
- Key Takeaways: An exclusive, high-level forum for in-depth discussions on advanced investment strategies and market outlooks.
- Visit Conference Website: https://citywire.com/ria/connect
August 2025 Mid-Year Financial Planning Events for Practice Advancement
FPA NexGen Gathering
- Dates: August 26-28, 2025
- Location: Orlando, FL
- Who Should Attend:
- New Advisors (First 8 Years of Practice)
- Emerging Financial Professionals
- Advisors Seeking Mentorship & Peer Learning
- Key Takeaways: Designed for emerging advisors, this gathering fosters peer-to-peer learning, mentorship, and building a strong foundation in the industry.
- Visit Conference Website: https://gathering.financialplanningassociation.org/
ECHELON Deals & Dealmakers Summit
- Dates: August 27-28, 2025
- Location: Laguna Niguel, CA
- Who Should Attend:
- Firm Owners & Leaders
- Advisors Considering M&A
- Succession Planning Strategists
- Key Takeaways: A crucial event for understanding the landscape of M&A in the financial advisory space, including valuation, deal structures, and integration strategies.
- Visit Conference Website: https://www.echelon-partners.com/deal-dealmakers-summit-2025
September 2025 Fall Into Future Trends at Wealth Management Summits
NAPFA Fall National Conference
- Dates: Sep 3-6, 2025
- Location: Washington, DC
- Who Should Attend:
- Fee-Only Financial Advisors
- Comprehensive Financial Planners
- Advisors Seeking a Strong Community
- Key Takeaways: Offers broad-based education opportunities on diverse financial planning topics, upholding the fee-only standard.
- Visit Conference Website: https://www.napfa.org/conferences/napfa-fall-2025-national-conference
Future Proof Festival
- Dates: September 7-10, 2025
- Location: Huntington Beach, CA
- Who Should Attend:
- Forward-Thinking Advisors
- Innovation & Technology Enthusiasts
- Advisors Seeking Unique Networking Experiences
- Key Takeaways: This “festival” format explores all aspects of the future of wealth, often featuring unique speakers, interactive experiences, and a vibrant atmosphere.
- Visit Conference Website: https://futureproof.advisorcircle.com/
October 2025 Deep Dives and Specialized Learning for Financial Advisors
Defined Contribution Institutional Investor Association (DCIIA) Executive Forum
- Dates: October 19-21, 2025 (Note: Search results for “DCIIA Executive Forum 2025” primarily showed an “Advisor Institute Forum” in June 2025. I’ve kept the original October dates, but the most direct link to a 2025 event found is the Advisor Institute Forum. You may need to verify the specific Executive Forum dates on their site directly if this is distinct.)
- Location: Bonita Springs, FL
- Who Should Attend:
- Retirement Plan Professionals
- Defined Contribution Specialists
- Institutional Investors
- Key Takeaways: A focused forum tackling the most pressing challenges and opportunities within the defined contribution and retirement plan industry.
- Visit Conference Website: https://dciia.org/ (You’ll need to navigate their events section for the specific forum.)
November 2025 End-of-Year Summits for Financial Advisor Growth
FPA Annual Conference 2025
- Dates: November 3-5, 2025
- Location: Las Vegas, NV
- Who Should Attend:
- Financial Planners (All Career Stages)
- Holistic Financial Planners
- Advisors Seeking Comprehensive Education
- Key Takeaways: The flagship event for financial planners, offering comprehensive learning, diverse sessions, and opportunities to share best practices for business success.
- Visit Conference Website: https://www.financialplanningassociation.org/learning/events
Schwab IMPACT
- Dates: November 4-6, 2025
- Location: Denver, CO
- Who Should Attend:
- Independent Advisors (Schwab Affiliates)
- RIA Practice Management Leaders
- Technology Adopters
- Key Takeaways: Provides deep insights into market trends, technology solutions, and RIA practice management tailored specifically for Schwab advisors. For strategies on optimizing your digital presence to attract high-net-worth clients, explore our The 10 Best Performing Financial Advisor Websites.
- Visit Conference Website: https://impact.schwab.com/
IWI Strategy Forum 2025
- Dates: November 16-18, 2025
- Location: New York, NY
- Who Should Attend:
- Experienced Investment Practitioners
- Wealth Managers (Advanced)
- Strategic Investment Leaders
- Key Takeaways: Focuses on advanced investment strategies and wealth management discussions for seasoned professionals.
- Visit Conference Website: https://investmentsandwealth.org/financial-advisor-conferences-events/strategy-forum/2025
December 2025 Financial Events to Strategize for the New Year
Barron’s Women Summit
- Dates: December 3-5, 2025
- Location: Palm Beach, FL
- Who Should Attend:
- Women Leaders in Wealth Management
- Aspiring Women Advisors
- Professionals Seeking Empowerment & Networking
- Key Takeaways: Brings together influential women for insights, networking, and discussions on industry trends and professional empowerment.
- Visit Conference Website: https://www.barrons.com/advisor/summits/all/women
Citywire RIA Sarasota CIO Summit 2025
- Dates: Dec 4-5, 2025
- Location: Sarasota, FL
- Who Should Attend:
- Chief Investment Officers (CIOs)
- Senior Investment Team Members (RIAs & Family Offices)
- Invite-Only Senior Professionals
- Key Takeaways: Another high-level, invite-only summit for strategic investment discussions in a more intimate setting.
- Visit Conference Website: https://citywire.com/ria/connect (Similar to the San Diego summit, this is the main RIA connection page. Specific summit pages may require navigation or direct invitation.)
March 2026 Spring into Independent Advisor Growth
Barron’s Independent Summit
- Dates: March 24-26, 2026
- Location: Scottsdale, AZ
- Who Should Attend:
- Leaders of Independent Advisory Firms
- Firm Owners Focused on Scaling
- Growth-Minded Independent Practitioners
- Key Takeaways: A significant gathering for self-made leaders in the independent advisor channel, highlighting strategies for growth and operational excellence.
- Visit Conference Website: https://www.barrons.com/advisor/summits/all/independent
April 2026 Elevating Team Collaboration at Wealth Management Retreats
Barron’s Teams Summit
- Dates: April 20-22, 2026
- Location: Fort Lauderdale, FL
- Who Should Attend:
- Advisory Teams
- Firm Leaders Enhancing Service Delivery
- Collaborative Practice Developers
- Key Takeaways: Provides actionable tools and strategies for advisory teams to enhance client service and improve overall outcomes.
- Visit Conference Website: https://www.barrons.com/advisor/summits/all/teams
May 2026 Visionary Insights at Advanced Planning Conferences
Visionaries Advanced Planning Retreat
- Dates: May 17-19, 2026
- Location: Jackson Hole Valley, WY
- Who Should Attend:
- Forward-Thinking Financial Professionals
- Advanced Planning Specialists
- High-Level Strategic Advisors
- Key Takeaways: An exclusive retreat offering high-level strategic planning insights and networking in a unique environment.
- Visit Conference Website: https://www.visiwealth.org/visionaries-2026/
Maximizing Your Conference Experience: Tips for Financial Professionals
Attending a conference is an investment in time and resources. Here’s how to make the most of it:
- Set Clear Goals: Before you go, decide what you want to achieve. Is it to learn about new tech, meet 5 new advisors, or find a specific solution to a business challenge?
- Plan Your Agenda: Review the sessions, speakers, and exhibit hall beforehand and create a personalized schedule that prioritizes your goals.
- Network Actively: Don’t just attend sessions; engage with speakers, fellow attendees, and exhibitors. Have your elevator pitch ready and be open to spontaneous conversations.
- Follow Up: Connect with new contacts promptly after the event. Review your notes, identify key takeaways, and apply what you’ve learned to your practice.
- Participate: Ask questions during Q&A sessions, join discussions, and be present. Your active involvement can deepen your learning and connections.
Key Trends to Watch at Upcoming Wealth Management Events
Expect these themes to dominate discussions and offer significant opportunities at upcoming financial advisor conferences:
- Artificial Intelligence (AI) in Finance: How AI and machine learning are impacting client engagement, portfolio management, and operational efficiency.
- Personalized Client Experience: The shift towards hyper-customized advice and service models. Effective personalization often starts with a robust CRM and integrated marketing efforts.
- Succession Planning & M&A Activity: The ongoing consolidation in the RIA space and strategies for successful firm transitions.
- Sustainable Investing (ESG): The growing importance and integration of environmental, social, and governance factors in client portfolios.
- Cybersecurity & Data Privacy: Continued focus on protecting client data in an evolving digital landscape.
Conclusion
The 2025-2026 calendar is packed with exceptional financial advisor conferences designed to help you grow, learn, and connect. By strategically choosing the right wealth management events that align with your unique needs, you can significantly impact your professional growth, enhance your expertise, and ensure the continued success of your financial planning or RIA firm.
We hope this scorecard serves as a valuable resource in planning your professional development for the coming years. If you’re looking to elevate your digital presence and consistently attract more ideal clients, don’t hesitate to Contact Our Financial Advisor Marketing Experts.
