AdvisorHub CEO Summit 2026

October 20, 2026 · New York, NY

The AdvisorHub CEO Summit is a single-day gathering of chief executives from across wealth management — wirehouses, independent broker-dealers, RIA aggregators and large advisory firms. AdvisorHub's editorial position gives the format its character: on-stage interviews conducted by journalists who cover these firms all year, which tends to produce more candour than a sponsored keynote.

Who attends

CEOs, presidents and senior executives of wealth management firms and platforms, plus recruiters, capital providers and the trade press. It is a small room by design and it runs the day before AdvisorHub's Advisors To Watch Summit.

What's on the agenda

• Competitive dynamics between wirehouse, independent and RIA channels

• Advisor recruiting, retention and the economics of transition deals

• Consolidation, capital and where valuations go from here

• Technology and AI strategy at the enterprise level

Why enterprise leaders keep returning to the data question

At the top of a large firm, most strategic questions eventually resolve to whether leadership can see the business clearly. How profitable is each office, each team, each advisor? Which acquired firms are actually integrated? Where is the organic growth really coming from? In firms whose data sits across dozens of systems, answering any of those takes weeks and arrives already out of date — which makes the data layer a governance issue rather than an IT one.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems into a single enterprise view.

Talk to us about enterprise data infrastructure