San Diego, January 27, 2026
Several key conferences for financial advisors and Registered Investment Advisors (RIAs) are planned across the United States, providing unmatched networking and professional development opportunities. Notable events include the ABA Insurance Risk Management Forum in Orlando, the FSI OneVoice in San Diego, and the Investments & Wealth Experience in Fort Lauderdale. These conferences will foster discussion on industry innovation and financial management, benefitting local entrepreneurs and small businesses.
Upcoming Financial Advisor and RIA Conferences in the USA for 2026
San Diego is set to host a significant event in 2026, among several key conferences scheduled across the United States that will provide valuable networking and professional development opportunities for financial advisors and Registered Investment Advisors (RIAs). These events will bring together industry leaders and foster discussions on various aspects of financial management, innovation, and regulatory changes. This blog entry outlines these exciting opportunities and highlights the potential benefits for local entrepreneurs and small businesses.
January 2026
- ABA Insurance Risk Management Forum 2026
January 25–28, Orlando, FL. A four-day forum focusing on coverage design and emerging risks, providing direct access to insurers and peers. - 2026 Advyzon Conference
January 26–28, Phoenix, AZ. Advisor-focused technology conference with sessions on practice management, workflows, and unified platforms for RIAs and wealth firms. - Wealth.com – The Estate Planning Conference 2026
January 26–28, Scottsdale, AZ. Three-day estate planning event for advisors focused on tax, structures, and technology to deepen planning and client service.
February 2026
- FSI OneVoice 2026
February 2–4, San Diego, CA. National conference for independent financial services firm executives focused on industry change, regulation, and the business of financial planning. - NAPFA Large Firm Forum 2026
February 2–4, San Juan, Puerto Rico. Executive retreat for fee-only firms managing over $1 billion AUM focused on growth, scale, and leadership in large RIAs. - ICI Innovate 2026
February 3–5, Houston, TX. Asset management conference at the intersection of operations, compliance, and technology, including AI, digital assets, and product innovation. - Elite Wealth Advisor Symposium (EWAS) 2026
February 8–11, Scottsdale, AZ. Curated event for growth-focused wealth advisors centered on revenue, team building, and long-term legacy planning. - Fearless Advising Summit 2026
February 18–20, Denver, CO. Nitrogen’s advisor summit focused on practice growth, client meetings, and risk-based planning, with up to 15 CE credits available. - 2026 FPA DFW Conference
February 19, Irving, TX. One-day conference for CFP professionals and allied planners, offering CE, best-practice sessions, and sponsor exhibits. - Ascent 2026 (Orion)
February 24–27, San Diego, CA. Orion’s flagship wealthtech conference for RIAs and enterprises, focused on technology, workflows, and practice strategy.
March 2026
- T3 Technology Conference 2026
March 9–12, New Orleans, LA. Conference focusing on advisor technology, featuring AI University on day one. - Exchange 2026
March 15–18, Las Vegas, NV. Conference featuring leaders from Independent Advisor Alliance (IAA) discussing operational, compliance, and growth strategies for successful RIAs.
April 2026
- Investments & Wealth Experience 2026
April 20–21, Fort Lauderdale, FL. Flagship in-person event uniting financial advisors and thought leaders to explore strategies and sharpen practices.
May 2026
- Employee Benefit Plans Conference
May 4–6, Orlando, FL. Conference focusing on employee benefit plans, offering insights and strategies for advisors.
July 2026
- Interchange
July 14–16, Indianapolis, IN. Invite-only event focusing on financial planning and practice management.
August 2026
- GAAC
August, Online. Online conference focusing on financial planning and practice management.
September 2026
- RIA Edge Los Angeles 2026
October 28–30, Anaheim, CA. Conference bringing together leading figures in the RIA industry for networking and collaboration.
November 2026
- Women’s Global Leadership Summit
November 16–18, San Diego, CA. Summit focusing on leadership and growth strategies for women in the financial services industry.
Attending these conferences can provide financial advisors and RIAs with valuable opportunities to enhance their knowledge, network with peers, and stay updated on industry trends. The vibrant San Diego business environment will particularly benefit from hosting events like the FSI OneVoice and the Ascent 2026 conferences, illustrating the city’s commitment to supporting local entrepreneurs and fostering innovative growth.
Frequently Asked Questions (FAQ)
What are the key financial advisor and RIA conferences in the USA for 2026?
Several key conferences are scheduled across the United States in 2026, offering financial advisors and Registered Investment Advisors (RIAs) opportunities for professional development, networking, and industry insights.
When and where is the T3 Technology Conference 2026 taking place?
The T3 Technology Conference 2026 is scheduled for March 9–12, 2026, in New Orleans, LA.
What is the focus of the Exchange 2026 conference?
Exchange 2026, taking place March 15–18, 2026, in Las Vegas, NV, will feature leaders from Independent Advisor Alliance (IAA) discussing operational, compliance, and growth strategies for successful RIAs.
Where is the Investments & Wealth Experience 2026 being held?
The Investments & Wealth Experience 2026 is scheduled for April 20–21, 2026, in Fort Lauderdale, FL.
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