The 2025 financial industry conference season promises many opportunities to network and learn at events all around the country. The AdvizorPro team has compiled a list of highly recommended conferences, outlined in detail below.

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Financial Conferences 2025

February Conferences

February 3–6: Orion Ascent

Orion Ascent is Orion’s flagship advisor event, uniting financial advisors, fintech providers, broker-dealers, and enterprise firms for a dynamic three-day experience. Expect valuable content, networking opportunities, and industry insights that define this premier event.

Location: Orlando, FL

Price: TBD

February 10–12: NAPFA Large Firm Forum

NAPFA’s Large Firm Forum is an exclusive, invitation-only event for principals of financial planning firms with $1B+ AUM. Attendees engage in roundtables, brainstorming, and strategy sessions designed to address the unique challenges of running large firms.

Location: Amelia Island, FL

Price: TBD

February 19–21: Kingdom Advisors Presents: Redeeming Money

Kingdom Advisors hosts this gathering for advisors integrating faith and practice. Thousands of professionals attend to learn, connect, and grow in their mission.

Location: Orlando, FL

Price: $1,045

March Conferences

March 3–6: T3 Technology Conference

The T3 Technology Conference is built for independent and hybrid financial advisors, featuring an exclusive Enterprise Track for executives. It’s one of the most important stops for advisors exploring new technology solutions.

Location: Dallas, TX

Price: $999

March 23–24: SHIFT: Human First Financial Guidance

SHIFT prioritizes the human side of financial planning. Advisors gain strategies to build trust and connect with clients, while networking with like-minded peers.

Location: San Antonio, TX

Price: $299

March 23–26: Exchange: An ETF Experience

Exchange is a large-scale event for advisors in the ETF industry. With immersive experiences and deep industry insights, it’s a must for anyone following ETF innovation. For more ETF market insights, explore our RIA ETF Trends Report.

Location: Las Vegas, NV

Price: $499

April Conferences

April 9–10: Envestnet Elevate

Envestnet Elevate provides advisors with insights into Envestnet’s tools, featuring thought leadership sessions and collaborative learning opportunities.

Location: Las Vegas, NV

Price: TBD

April 28–30: NAPA 401(k) Summit

The NAPA 401(k) Summit gathers advisors, TPAs, and industry professionals to discuss products, services, and retirement plan trends.

Location: Las Vegas, NV

Price: $900–$1,400

April 28–30: FPA Retreat

The FPA Retreat brings together seasoned financial planners for networking, collaboration, and advanced skills development.

Location: Chicago, IL

Price: TBD

June Conferences

June 3–5: BNY Mellon | Pershing INSITE

BNY Mellon Pershing INSITE is focused on practice management, helping advisors strengthen and grow their firms. Attendees can also earn CE credits. To see how custodians like Pershing are trending, read our RIA Custodian Trends Report 2025.

Location: National Harbor, MD

Price: TBD

June 10–12: Wealth Management EDGE

Wealth Management EDGE combines Inside ETFs, WealthStack, and RIA Edge into one experience. Advisors and firm leaders connect on technology, investments, and practice growth strategies.

Location: Boca Raton, FL

Price: $95–$195

August Conferences

August 10–13: LPL Focus

LPL Focus is LPL’s flagship conference, drawing advisors and professionals from all firm sizes for dynamic sessions, networking, and industry updates.

Location: San Diego, CA

Price: TBD

November Conferences

November 2–4: SPARK Fall Forum

The SPARK Fall Forum is a three-day gathering of C-Suite and senior executives in the retirement plan market. Expect actionable insights, networking, and solutions to guide firms into the future.

Location: Palm Beach, FL

Price: $950–$1,350

TBA Conferences

Broadridge 360 Advisor Summit

The Broadridge 360 Advisor Summit (formerly Fi360 Solutions Conference) brings together advisors, asset managers, and recordkeepers for wealth and retirement insights. Attendees can also earn CE credits.

Location: TBD

Price: TBD

Conclusion: Get More Out of Financial Conferences in 2025

Industry conferences are essential for networking, staying ahead of market shifts, and exploring new technology and investment solutions. But true success comes when you pair these opportunities with actionable data that helps you target the right advisors and firms.

AdvizorPro empowers asset managers, fintechs, and recruiters with powerful prospecting tools, enabling you to turn conference connections into real growth opportunities.

Request your free demo today to see how AdvizorPro can maximize your conference ROI.

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