The 2026 conference season is packed with chances to connect with advisors, fintech leaders, and wealth management decision makers in person. These events are where partnerships start, pipelines get built, and teams compare notes on what is changing across the advisor ecosystem.

The best outcomes usually come from showing up with context. Knowing which firms are growing, where advisors are moving, and what products or platforms they are adopting helps you prioritize the right conversations and follow up with precision after the event. If you are planning your 2026 conference strategy now, it can help to pair this calendar with broader industry 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.

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February 2026 Conferences

NAPFA Large Firm Forum

Dates: February 2-3, 2026
Location: San Juan, Puerto Rico

NAPFA Large Firm Forum is an executive retreat designed for leaders of larger fee only firms. It is a strong fit for high level peer conversations around growth strategy, leadership, and operational scale.

Redeeming Money by Kingdom Advisors

Dates: February 11 to 13, 2026
Location: Orlando, Florida

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

iConnections Global Alts Miami

Dates: February 23 to February 26, 2026
Location: Miami Beach, Florida

iConnections Global Alts Miami is a leading allocator focused conference that brings together family offices, institutional investors, asset managers, and allocators for highly structured one to one meetings and capital introductions.

Orion Ascent

Dates: February 24 to 27, 2026
Location: San Diego, California

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

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March 2026 Conferences

Future Proof Citywide

Dates: March 8 to 11, 2026
Location: Miami Beach, Florida

Citywide is 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

Dates: March 9 to 12, 2026
Location: New Orleans, Louisiana

T3 is one of the most important stops of the year for independent and hybrid advisors evaluating new technology.

Exchange An ETF Experience

Dates: March 15 to 18, 2026
Location: Las Vegas, Nevada

Exchange is a major gathering for advisors focused on ETFs and portfolio construction.

Investment Adviser Compliance Conference

Dates: March 18 to 20, 2026
Location: Washington, DC

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

Barron’s Independent Summit

Dates: March 24 to 26, 2026
Location: Scottsdale, Arizona

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

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April 2026 Conferences

NAPA 401k Summit

Dates: April 19 to 21, 2026
Location: Tampa, Florida

NAPA 401k Summit is a leading event for retirement plan advisors, TPAs, and industry partners.

FPA SHIFT 2026

Dates: April 20 to 22, 2026
Location: La Jolla, California

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

Barron’s Teams Summit

Dates: April 20 to 22, 2026
Location: Fort Lauderdale, Florida

A hands-on conference for advisory teams focused on client experience, scaling service, and leadership strategy. (Official Barron’s events page)

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May 2026 Conferences

FinovateSpring 2026

Dates: May 5 to 7, 2026
Location: San Diego, California

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

DeVoe Elevate

Dates: May 6 to 8, 2026
Location: Austin, Texas

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

NAPFA Spring 2026 National Conference

Dates: May 6 to 9, 2026
Location: Minneapolis, Minnesota

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

Envestnet Elevate 2026

Dates: May 19-20, 2026
Location: Phoenix, Arizona

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

FPA NorCal Conference

 Dates: May 26 to 27, 2026
Location: San Francisco, California

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

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June 2026 Conferences

Wealth Management EDGE 2026

Dates: June 9 to 11, 2026
Location: Boca Raton, Florida

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

Morningstar Investment Conference 2026

Dates: June 17 to 18, 2026
Location: Chicago, Illinois

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

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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 financial planners seeking community, inspiration, and growth. 

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September 2026 Conferences

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.

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.

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October 2026 Conferences

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.

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.

‍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.

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November 2026 Conferences

‍FPA Summit 2026

Dates: November 9-11 2026
Location: TBD

FPA Annual Conference is now FPA Summit.

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.

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Build Your 2026 Conference Strategy

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.

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