Attendees
Connect with the people that matter
Wealth/Stack plays host to CTOs and COOs from the largest RIAs along with future-minded advisors looking to connect, share ideas and track the evolution of financial advice.
Meet and build lasting connections
Be part of a community
Wealth/Stack offers the opportunity to connect with 1,000+ like-minded peers.
70% of the audience are RIAs, broker-dealers or dually registered advisors with more than 450 unique firms, bringing together over $528bn in combined assets.
Over 70% advisors
Over 70% of the Wealth/Stack audience are from the advisor community, including a small percentage joining from overseas.
With such a high percentage of advisors making up the audience, Wealth/Stack is unique in offering an environment that fosters innovation and collaboration between peers.
An audience snapshot
- 3EDGE Asset Management
- Accuvest Global Advisors
- Arnold and Mote Wealth Management
- Aspen Capital Management
- Baker Boyer Wealth Management
- Berkshire Global Advisors
- Brightscape
- Dowling & Yahnke
- Edward Jones
- ETF Capital Management
- Fairport Wealth
- Fairport Wealth
- Fenway Financial Advisors LLC
- Financial Enhancement Group LLC
- GW Financial, Inc.
- Jarred Bunch Consulting LLC
- Juncture Wealth Strategies
- 龙骨点
- 基勒&纳德勒家族财富
- Kelman-Lazarov
- Lincoln Financial Advisors
- Lumen Global Investments
- Madison Avenue Securities
- Mariner Wealth Advisors
- McCarthy Grittinger Financial
- Meridian Financial Partners
- Merrill Lynch
- Newbridge Wealth Management
- Nicola Wealth
- Nottingham Advisors
- Opal Wealth Advisors
- Opus Capital Management
- Pathways Financial Partners
- PrairieView Partners
- PWL Capital
- Raymond James
- Ritholtz Wealth Management
- Sailer Financial LLC
- TD Bank
- Truepoint Wealth Counsel
- Truist Bank
- UBS
- US Bancorp
- Walsh & Nicholson Financial Group
- Wells Fargo
- Woodstock Wealth Management
- Zero Alpha Group