Barron's 100 Summit 2026

September 16-18, 2026 · Beverly Hills, CA

The Barron's 100 Summit is an invitation-only gathering built around Barron's advisor rankings. Attendance is drawn from the top of those lists, which makes it one of the most concentrated rooms of large-practice advisors and team leaders on the calendar — and one of the few where the median attendee runs a book measured in billions.

Who attends

Top-ranked advisors and team leaders from wirehouses, independent broker-dealers and large RIAs, plus asset management partners and Barron's editorial staff. The format leans toward main-stage interviews and structured networking rather than breakout tracks.

What's on the agenda

• Market and economic outlook from senior investment voices

• Running a large advisory team — structure, talent and compensation

• Serving ultra-high-net-worth families and multi-generational wealth

• The competitive dynamics between wirehouse, independent and RIA models

Why scale exposes the reporting gap

At the top of the market, clients expect a single consolidated view of wealth that spans custodians, trusts, operating businesses, real estate and private investments. Very little of that arrives through one feed. Large teams end up with an analyst whose real job is assembling client reporting by hand, which does not scale and quietly caps how many complex households the team can take on.

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