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.

‍

February 2026 Conferences

NAPFA Large Firm Forum

Dates: February 2 to 4, 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.

‍

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.

‍

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

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

FPA SHIFT is built for planners who want space to rethink how they serve clients and build their practice.

Barron's Teams Summit

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

A hands on conference designed for advisory teams focused on client experience and scaling service.

‍

May 2026 Conferences

Finovate Spring

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

A strong option for wealthtech leaders and fintech partners looking for demos and product discovery.

DeVoe Elevate

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

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

NAPFA Spring National Conference

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

A broad based agenda across planning disciplines with a strong community of fee only advisors.

Envestnet Elevate

Dates: May 18 to 21, 2026
Location: Phoenix, Arizona

A wealthtech focused conference covering platform strategy and advisor workflows.

FPA NorCal Conference

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

A regional conference known for strong content quality and advisor experience.

‍

June 2026 Conferences

BNY Pershing INSITE

Dates: June 2 to 4, 2026
Location: Aurora, Colorado

Pershing's premier conference for advisors and broker dealers, featuring platform updates, industry thought leadership, and networking opportunities with custodial partners and service providers.

Wealth Management EDGE

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

A destination conference for wealth management executives and advisors looking to stay ahead of industry trends, with a focus on business strategy, client engagement, and operational innovation.

Morningstar Investment Conference

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

One of the industry's most respected conferences for investment research and portfolio construction, bringing together advisors, asset managers, and analysts for data driven insights and market perspectives.

‍

August 2026 Conferences

LPL Focus

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

LPL Financial's signature event for its network of advisors, featuring platform announcements, practice management education, and extensive networking across one of the industry's largest independent broker dealer communities.

FPA Gather

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

FPA's annual gathering designed to bring the financial planning community together for education, inspiration, and connection, with content spanning practice management, technical planning, and personal development.

‍

September 2026 Conferences

Finovate Fall

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 looking to discover the next wave of financial technology solutions.

Future Proof Festival

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

A progressive, festival style conference that combines wealth management education with music, culture, and networking designed to attract next generation advisors and forward thinking firms.

Insider's Forum

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

An intimate, invitation only conference for senior RIA executives and industry leaders, focused on candid dialogue around mergers and acquisitions, growth strategy, and the future of independent advice.

XYPN LIVE 2026

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

The premier conference for fee only financial planners serving Gen X and Gen Y clients, offering tactical guidance on building modern, tech forward practices with monthly retainer and subscription models.

‍

October 2026 Conferences

CFP Board Connections Conference

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

The official conference of the CFP Board, designed for CERTIFIED FINANCIAL PLANNER professionals seeking continuing education, professional development, and community connection around the financial planning profession.

NAPFA Fall National Conference

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

NAPFA's largest annual gathering for fee only advisors, offering comprehensive continuing education, practice management workshops, and deep community engagement across all areas of financial planning.

Schwab IMPACT

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

One of the wealth management industry's marquee events, bringing together thousands of independent advisors for education, inspiration, and insights into Schwab's platform evolution and the broader RIA landscape.

‍

November 2026 Conferences

SPARK Fall Forum

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

A focused gathering for next generation advisors and industry innovators exploring new ideas in practice management, client experience, and the evolving business models shaping the future of advice.

‍

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.

Start your free trial.

‍