AdvisorHub Advisors To Watch Summit 2026

October 21, 2026 · New York, NY

The Advisors To Watch Summit is built around AdvisorHub's annual advisor rankings and runs the day after its CEO Summit. Where the CEO event is about firm strategy, this one is about the practices themselves: how the fastest-growing teams in the industry are actually structured and what they did differently.

Who attends

Advisors named to AdvisorHub's Advisors To Watch and related rankings, their team members, and the recruiters, platforms and asset managers who work with them. Attendance skews toward large, fast-growing teams across wirehouse, independent and RIA channels.

What's on the agenda

• Recognition of ranked advisors and teams

• How top teams organize, hire and delegate

• Growth strategy, referral systems and client acquisition

• Channel choice — staying put, going independent, or joining a platform

Why the fastest-growing teams rebuild operations first

Ranked teams have almost always solved the same underlying problem: they stopped letting client data live in the advisor's head and in six disconnected systems. Growth at that pace is only possible when onboarding, reporting and review preparation are repeatable processes rather than heroic individual effort — and that repeatability starts with one reliable source of client data.

Milemarker is the data infrastructure layer for wealth management, connecting 130+ systems so a growing team's operations scale with it.

Talk to us about your firm's data layer