# RIA Edge Orange County

- Dates: 19 October 2026 to 21 October 2026
- Location: Waldorf Astoria Monarch Beach | Dana Point, CA, Dana Point, United States
- Organiser: Informa Group PLC
- Industry: WealthTech
- Expected attendance: 350

## About

RIA Edge Orange County is a conference for registered investment advisors (RIAs) and wealth management leaders. It focuses on business growth, technology, investment strategies, and challenges such as scaling with AI, M&A, and talent attraction. The event is designed for senior leaders and executives from fast-growing RIA firms.

## Official links

- [Official website](https://informaconnect.com/ria-edge-orange-county/)
- [Registration](https://informaconnect.com/ria-edge-orange-county/purchase/select-package/)
- [Agenda](https://informaconnect.com/ria-edge-orange-county/agenda/)

## Topics

- Banking & Finance
- Wealth management

## Speakers

- JC Abusaid, CEO, Halbert Hargrove
- Mike Wunderli, CAPTRUST
- Kate Healy, CEO and Co Founder, AdvoKate IQ, LLC
- Matt Ackermann, Chief Brand Officer, Integrated Partners

## Sponsors and partners

- KraneShares
- 401Go
- AdvisorEngine
- Communify
- Conquest Planning
- Egnyte, Inc
- eMoney Advisor
- Envestnet Financial Technologies
- Humanity Labs
- JMBullion

## Ticket pricing

USD 800

## Where to stay

- **Laguna Cliffs Marriott Resort & Spa**: 630 m from the venue, 25135 Park Lantern, Dana Point, 92629
  - Phone: +1-949-661-5000
- **Best Western Plus Marina Shores Hotel**: 810 m from the venue, 34280 Pacific Coast Highway, Dana Point, 92629
  - [Hotel website](https://www.bestwestern.com/en_US/book/hotels-in-dana-point/best-western-plus-marina-shores-hotel/propertyCode.05712.html)
  - Phone: +1 949-248-1000
- **Blue Lantern Inn**: 890 m from the venue, 34343 Street of the Blue Lantern, Dana Point, 92629
- **Dana Point Harbor Inn**: motel, 900 m from the venue
- **Hilton Garden Inn Dana Point Doheny Beach**: 1.6 km from the venue, 34402 Pacific Coast Highway, Dana Point, 92629
  - [Hotel website](https://www.hilton.com/en/hotels/snadbgi-hilton-garden-inn-dana-point-doheny-beach/)
  - Phone: +1 949 661 1100

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Source: https://www.luminik.io/events/ria-edge-orange-county/