Financial Conferences 2026 Calendar

The back half of 2026 is stacked with chances to get in front of advisors, fintech leaders, and wealth management decision makers in person. These are the events where partnerships start, pipelines get built, and teams compare notes on what is actually changing across the advisor ecosystem.

The best outcomes come from showing up with context. Knowing which firms are growing, where advisors are moving, and what platforms they are adopting helps you prioritize the right conversations and follow up with precision after the event. If you are mapping out the rest of your year, pair this calendar with movement signals from the U.S. Wealth Advisor Movement Report 2026 and tactical guidance from How to Maximize ROI as a Wealth Management Conference Sponsor.

Here are the conferences still ahead in 2026, starting in August.

August 2026 Conferences

LPL Focus 2026

Dates: August 9 to 12, 2026 Location: San Diego, California

LPL Financial's signature multi-day advisor event featuring education, practice management, and networking.

FPA Gather 2026

Dates: August 18 to 20, 2026 Location: Dallas, Texas

FPA's annual gathering designed for early-career and next-generation financial planners seeking community, inspiration, and growth.

FactRight 2026 Annual Due Diligence Conference

Dates: August 26 to 28, 2026 Location: Nashville, Tennessee

FactRight's flagship due diligence event, bringing wealth managers together with alternative investment sponsors for closed door analysis sessions and portfolio construction discussions.

September 2026 Conferences

ECHELON Deals & Dealmakers Summit

Dates: September 1 to 3, 2026 Location: Dana Point, California

The industry's premier M&A gathering, bringing together RIA principals, aggregators, investment bankers, and dealmakers for deep sessions on valuations, deal structure, and succession.

Finovate Fall 2026

Dates: September 9 to 11, 2026 Location: New York, New York

A fast paced fintech showcase featuring live product demos and networking for innovators and decision makers.

Future Proof Festival 2026

Dates: September 14 to 17, 2026 Location: Huntington Beach, California

A progressive festival style wealth management event combining education, culture, and networking.

Insider's Forum 2026

Dates: September 16 to 18, 2026 Location: Denver, Colorado

An invitation only conference for senior RIA executives and industry leaders.

DeVoe M&A + Succession Summit

Dates: September 23 to 25, 2026 Location: Huntington Beach, California

A focused summit on RIA mergers, acquisitions, and succession planning, with candid perspectives from experienced buyers, sellers, and firm leaders.

ICI Tax and Accounting Conference

Dates: September 27 to 30, 2026 Location: Marco Island, Florida

An operational deep dive on tax, accounting, and reporting for investment companies, built for fund tax, accounting, and compliance teams.

XYPN LIVE 2026

Dates: September 29 to October 1, 2026 Location: San Diego, California

The premier annual conference for fee-only financial planners focused on modern practice strategies.

October 2026 Conferences

ADISA 2026 Annual Conference & Trade Show

Dates: October 5 to 7, 2026 Location: Las Vegas, Nevada

ADISA's flagship gathering for professionals who sponsor, analyze, market, distribute, or recommend alternative investments, combining closed door due diligence sessions with trade show networking.

CFP Board Connections Conference

Dates: October 5 to 7, 2026 Location: Las Vegas, Nevada

The CFP Board's annual gathering focused on professional standards, continuing education, and the evolving role of the CERTIFIED FINANCIAL PLANNER professional.

MMI Annual Conference

Dates: October 7 to 9, 2026 Location: Boston, Massachusetts

A senior-level gathering for asset and wealth management leaders covering distribution strategy, product trends, and the forces reshaping managed solutions.

Private Wealth US Fall Retreat

Dates: October 7 to 9, 2026 Location: Orlando, Florida

A retreat style forum where RIAs, family offices, and asset managers trade notes on market outlooks and portfolio strategy in a smaller setting.

CAIS Alternative Investment Summit

Dates: October 12 to 15, 2026 Location: Beverly Hills, California

The marquee event at the intersection of alternatives and independent wealth, connecting top RIAs with leading alternative asset managers and bank issuers.

NAPFA Fall National Conference

Dates: October 14 to 17, 2026 Location: Atlanta, Georgia

NAPFA's largest annual conference for fee only advisors, offering deep technical education, practice management insights, and peer level networking.

RIA Edge Orange County

Dates: October 19 to 21, 2026 Location: Dana Point, California

A high-touch forum for RIA executives working through growth, technology adoption, M&A, and talent, with curated sessions and scheduled one-to-one meetings.

CEO Summit

Dates: October 20, 2026 Location: New York, New York

An invite only, closed-door gathering of wealth management CEOs for candid peer conversation on firm strategy, growth, and leadership.

Advisors to Watch Summit

Dates: October 21, 2026 Location: New York, New York

A relationship driven event where high-performing advisors from across platforms and business models compare what is actually working in their practices.

Schwab IMPACT 2026

Dates: October 27 to 29, 2026 Location: Boston, Massachusetts

A flagship industry event bringing together independent advisors for education, platform updates, and insight into the future of the RIA ecosystem.

November 2026 Conferences

RIA Edge Private Markets

Dates: November 9 to 11, 2026 Location: Austin, Texas

A focused forum putting senior RIA investment decision-makers face to face with the GPs and asset managers behind private credit, private equity, real estate, and other alternatives.

FPA Summit 2026

Dates: November 9 to 11, 2026 Location: TBD

The FPA Annual Conference is now FPA Summit, one of the largest financial planning events of the year and a magnet for industry leaders and practitioners alike.

Source50 West

Dates: November 11 to 13, 2026 Location: Dallas, Texas

Part of the Source50 manager selection series, built around pre-scheduled meetings between independent allocators and investment managers.

SPARK Fall Forum 2026

Dates: November 15 to 17, 2026 Location: Palm Beach, Florida

A focused forum for next generation advisors and industry innovators exploring new approaches to client experience, growth, and modern advisory models.

Vegas Enterprise RIA Forum

Dates: TBD, November 2026 Location: Las Vegas, Nevada

A senior-leader forum for enterprise RIAs covering firm strategy, investment research, and operational priorities at scale.

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Build Your 2026 Conference Strategy

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

Conferences are where relationships start, but the teams that win are the ones who arrive with context and follow up with precision. AdvizorPro helps you identify the right firms and advisors before the event, then turn conversations into targeted pipeline after.

Attending a conference? Build your prospect list before you go with AdvizorPro. Book your free demo

Conferences to Consider Next Year

These events already ran in the first half of 2026. They are worth putting on your radar early as you plan your 2027 calendar. Dates and locations shift year to year, so check each event's site once new details are announced.

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NAPFA Large Firm Forum

An executive retreat for leaders of larger fee only firms, built for high level peer conversations around growth strategy, leadership, and operational scale.

Redeeming Money by Kingdom Advisors

Brings together Christian financial professionals for practical education, community, and practice building conversations where faith and finance intersect.

iConnections Global Alts Miami

A leading allocator focused conference connecting family offices, institutional investors, asset managers, and allocators through structured one to one meetings and capital introductions.

Orion Ascent

Orion's flagship event for advisors and wealthtech builders, combining advisor led education with product and platform insights across the Orion ecosystem.

Future Proof Citywide

Built around high density meetings and networking, including a structured one to one meetings program that helps teams lock in introductions efficiently.

T3 Technology Conference

One of the most important stops of the year for independent and hybrid advisors evaluating new technology.

Exchange An ETF Experience

A major gathering for advisors focused on ETFs and portfolio construction.

Investment Adviser Compliance Conference

A strong fit for RIA leaders and compliance teams tracking regulatory changes and best practices.

Barron's Independent Summit

A peer driven summit for independent advisors focused on practice management and leadership strategy.

NAPA 401k Summit

A leading event for retirement plan advisors, TPAs, and industry partners.

FPA SHIFT

The reimagined FPA Retreat, a gathering designed for financial planners seeking new perspectives, deeper thinking, and meaningful peer connection.

Barron's Teams Summit

A hands-on conference for advisory teams focused on client experience, scaling service, and leadership strategy.

FinovateSpring

A premier fintech event featuring demos, innovation showcases, and networking for wealthtech and financial services leaders.

DeVoe Elevate

A practical conference for RIA leaders focused on growth, practice management, and operating a modern advisory firm.

NAPFA Spring National Conference

A premier fee-only financial planning conference with advanced education and peer networking.

Envestnet Elevate

A major wealthtech conference covering platform strategy, data insights, and advisor workflow innovations.

FPA NorCal Conference

A well-established regional FPA conference featuring high-quality CE sessions and community building for planners.

Wealth Management EDGE

A destination conference for wealth management executives and advisors focused on strategy, engagement, and innovation.

Morningstar Investment Conference

One of the industry's most respected conferences for investment research, portfolio construction, and advisor insights.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

Ready to accelerate your advisor distribution strategy? Book a quick demo

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