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* A Message to Our Clients and Attendees *

Our team continues to actively manage the situation around COVID-19. We will continue to apprise all registered attendees and clients of any updates.


RIA Institute convenes North America’s premier RIAs for thought-provoking discussions via intimate roundtables. We bring the key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration.

Through expert-led panel discussions, presentations, guest speakers, and real-time market research, the RIA Institute drives innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.

The RIA Institute:

  • Works with an RIA Advisory Board of senior executives from the nation’s largest innovative and successful RIAs to ensure cutting-edge and relevant content throughout the year
  • Helps supporting members build relationships with senior, decision-making representatives from the nation’s premier RIAs. It helps our RIA members build their network with other RIAs.
  • Assesses new and innovative investment strategies, products, and vehicles that preserve and grow the wealth of RIA underlying clients and how they fit within specific wealth management portfolios.
  • Communicates best practices in firm management, including technology innovation, back-office management, succession planning options, hiring, and more, helping RIAs build and manage their businesses.
The key difference to this conference over the others I attend is the ability to hear from my RIA peers. The more I can hear on panels what other RIAs are doing, the more value.

Stephen C. Biggs, Principal/Chief Investment Officer, HC Financial Advisors, Inc.


Three annual private roundtables

RIA Central Investment Forum in April; RIA East Investment Forum in June, RIA West Investment Forum in October.  

Senior delegates-only roundtable

Learn how the RIA industry is evolving and how your firm can adapt, with high level discussions among senior RIA executives at this single-day meeting.

Thought leadership

Nominate experts from your firm as discussion leaders, panelists, or presenters to share knowledge and provide insights to fellow RIA members.

Live market research

Receive confidential electronic polling results, presentations and executive summaries after each forum, providing you with important industry barometers.

Continue the conversation

Join our private LinkedIn group exclusive to RIA members and supporting members; post research and white papers.

Structured networking time

Participate in small, tabletop discussions mixing managers and RIAs, making connections easier and positioning you as a trusted expert.

Supporting Members

Amundi Pioneer Investments
Allianz Global Investors
BNY Mellon
Charles Schwab
Harbor Funds
Inland Investments
John Hancock

Nuveen Investments
LSV Asset Management
Thornburg Investment Management
Touchstone Investments
T Rowe Price
Van Eck

RIA Institute Advisory Board

All RIA Institute events are created for advisors, by advisors. The programs for all meetings are created with invaluable insights from our advisory board of senior executives from the nation's largest RIAs.

With that in mind, we are excited to announce our 2021 Advisory Board. 

Jonathan Foster, President & CEO, Angeles Wealth Management 

Margaret Dechant, CFP, Partner & Founder, Chief Executive Officer, 6 Meridian

Julie Roy, CFA, CFP, CIC, Director of Financial Planning, Wealth Manager, Badgley & Phelps

John Mannix, Chief Executive Officer, Baldwin Brothers

Carl Ludwigson, CFA, CQF, Director of Manager Research, Bel Air Investment Advisors

Debra Brennan Tagg, CFP, President, Brennan Financial Services

Rita Lee, PFS, CGMA, CDFA, Director of Research, Vice President, Principal, Brouwer & Janachowski

Cosmin Lucaci, CFA, Vice President - Investment Research, Brownson, Rehmus & Foxworth, Inc.

Randy Conner, MBA, President, Churchill Management Group

Doug Regan, Co-Chairman, Cresset Capital

Carina S. Diamond, MBA, CFP, AIF, Chief Experience Officer and Managing Partner, Dakota Wealth Management

Adam Phillips, CFA, CFPA, Managing Director, Portfolio Strategy, Partner, EP Wealth Advisors 

Michael Carr, CRPC, Partner & Lead Advisor, FMP Wealth Advisors

Michelle Katzen, CFP, CDFA, Managing Director, HCR Wealth Advisors

William "Biff" Pusey, Jr., MBA, JD, Partner, Kimble Advisory

Joseph Zappia, CIMA, Principal, Co-Chief Investment Officer, LVW Advisors

Frederick Hinkley, Wealth Manager, Manchester Capital Management

Donald Calcagni, CFP, MST, Chief Investment Officer, Mercer Advisors

Chris Osmond, CFA, CAIA, CFP, Chief Investment Officer, Prime Capital Investment Advisors

Michael Ashley Schulman, CFP, Partner & Chief Investment Officer, Running Point Capital

Seán O'Dowd, CFA, Managing Director and Family Business Advisor, Silvercrest Asset Management

Scott Sorensen, CFA, Principal & Chief Investment Officer, Vigilant Capital Management, LLC

First class in all aspects. Appreciate opportunities for RIA interaction.

Steven L. Skancke, Chief Investment Strategist, Keel Point LLC


Please contact:

Naina Farukh

Coordinator, RIA Institute

+1 212 224 3388

Please contact:

Kristen Oliveri

Director, RIA Institute

+1 212 224 3658