RIA Institute


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 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

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 2024 Advisory Board. 

Carl Ludwigson, Managing Director, Bel Air Investment Advisors
Cosmin Lucaci, Director of Research, Brownson Rehmus & Foxworth 
Chris Osmond, Chief Investment Officer, Centura Wealth Advisory 
Natalia Tchetchoulina, Partner, Cerity Partner 
Jack Ablin, Chief Investment Officer, Cresset Capital 
Jonathan Dane, Managing Partner, Chief Investment Officer, Defiant Capital Group LLC 
Jingwun (Grace) Moore, Vice President of Manager Research, Diversifed Trust 
Adam Phillips, Managing Director, Portfolio Strategy, Partner, EP Wealth Advisors 
Brian Pollak, Partner, Portfolio Manager, Evercore
Ted Halpern, President, Wealth Advisor, Halpern Financial 
Steven Fraley, Principal, Director, Innovest 
Chris Kamykowski, Head of Investment and Research, Moneta Group 
Meghan Pinchuk, Chief Investment Officer, Partner, Morton Wealth 
Daniel Kern, Chief Investment Officer, Nixon Peabody LLC
Rafia Hasan, Chief Investment Officer, Perigon Wealth 
Lauren Sigman, Managing Director, Principal, Robertson Stephens 
Patrick McGowen, Head of Alternative Investments & Manager Research, Sanctuary Wealth
Sean O'Dowd, Managing Director, Silvercrest Asset Management 
Adam Recker, Head of Equities, Managing Director, The Mather Group 
Dave Clayman, Co-Founder, Chief Executive Officer, Twelve Points Wealth Management 


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