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.

Become a Supporting Member

Supporting Members

Abbey Capital LLC

Angelo Gordon

Brookfield Oaktree Wealth Solutions

Fidelity Digital Assets

Franklin Templeton

Inland Investments

John Hancock Financial

Macquarie Asset Management 

MFS Investment Management

Nuveen Asset Management, LLC

Schwab Asset Management

State Street Global Advisors SPDR

Thornburg Investment Management

Touchstone Investments 


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 2023 Advisory Board. 

Investments & Portfolio Construction

Corey Boller, CFA, Portfolio Manager and Business Development Officer, Bank of Ann Arbor

Michael W. Crook, CAIA, Chief Investment Officer, Mill Creek Capital Advisors, LLC

Jonathan Dane, Founder and Chief Investment Officer, Defiant Capital Management

Philip R. Huber CFP, CFA, Chief Investment Officer, Savant Capital Management 

Andrew Kelsen, Head of Alternative Investments, Moneta

Daniel S. Kern, CFA, CFP, Chief Investment Officer, Nixon Peabody Trust Company

Rita Lee, CPA, PFS, CGMA, CDFA, Partner, Cerity Partners

Grace Moore, CFA, FRM, CQF, Vice President – Manager Research, Diversified Trust

Christopher Osmond, CFA, CAIA, CFP, Chief Investment Officer, Centura Wealth Advisory

Larry Peery, II, Managing Partner & Chief Investment Strategist, Cavria Advisors

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

Brian Pollak, CFA, Partner, Portfolio Manager, Evercore

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

Practice Management & Culture

Teresa J.W. Bailey, CFP, CDFA, Director of Development and Senior Wealth Strategist, Waddell & Associates

Jacqueline “JaQ” Campbell, President/Chief Executive Officer & Senior Wealth Advisor, Alexander Legacy Private Wealth

Will Cerynik, Director of Advisor Development & Services, Ashton Thomas Private Wealth

Nick Clay, CFP, CPWA, AIF, AAMS, Managing Partner & Senior Financial Advisor, BCS Wealth Management

Jim DeCarlo, Chief Growth Officer, Wealthspire Advisors 

Carina Diamond, Chief Experience Officer and Managing Partner, Dakota Wealth Management

Seán O'Dowd, CFA, Managing Director, Silvercrest Asset Management

Lauren Sigman CFP, Managing Director, Principal, Robertson Stephens

Natalia Tchetchoulina, Partner, Cerity Partners

Erin Voisin, CFP, EA, CDFA, ChFC, Managing Director – Wealth Management Services/ Partner, EP Wealth Advisors

Impact & Implementation

Allison Berger, CFP, CeFT, Partner, Financial Advisor, Financial Symmetry

Steve Ellis, CFA, Founder and President, Colorado Capital Management 

Jennifer Kenning, CEO & Co-Founder, Align Impact

Bud Sturmak, CO-CIO and Partner, Perigon Wealth Management

Simon Tryzna, CFA, Portfolio Manager, Palo Alto Wealth Advisors


For RIAs interested in attending and/or participating, please contact:
Cynthia Huynh
Executive Director, Head of Investor Relations Wealth Management

For Asset Managers interested in becoming a Supporting Member, please contact: 
Bob Edmunds 
Senior Executive Director