Barron's Independent Advisor Summit 2026

March 24-26, 2026 · Scottsdale, AZ

Barron's Independent Advisor Summit is the independent-channel event in Barron's advisor summit series. Like the rest of the series it is built around Barron's rankings and run in an editorial interview format, which keeps the main stage closer to journalism than to sponsored content.

Who attends

Ranked and leading independent advisors, RIA principals and executives, plus asset management partners and Barron's editorial staff.

What's on the agenda

• Market outlook and investment strategy

• Running and growing an independent advisory business

• Talent, succession and next-generation ownership

• Technology and operating model decisions at scale

Why operating leverage is the independent channel's defining question

Independence removes the constraints of a corporate platform and hands the firm the full cost of its own infrastructure. Firms that assembled a stack piece by piece over a decade tend to discover that their operating leverage stopped improving somewhere along the way — not because any single system is bad, but because the data never flows cleanly between them and people fill the gaps by hand.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems on vendor-agnostic, AI-ready architecture.

Barron's Independent Summit 2027

The next Barron's Independent Summit is scheduled for March 8-10, 2027 in Orlando, FL.

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