Barron's Independent Summit 2027

March 8-10, 2027 · Orlando, FL

The Independent Summit is the independent-channel event in Barron's advisor summit series. Like the rest of the series it is anchored to Barron's rankings and run in an editorial interview format — journalists who cover these firms all year asking the questions, which keeps the main stage closer to reporting than to sponsored content.

Who attends

Ranked and leading independent advisors, RIA principals and executives, plus asset management partners and Barron's editorial staff. Attendance is by invitation and the room skews toward large, established practices.

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 find that their operating leverage stopped improving somewhere along the way — not because any individual system is bad, but because 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.

Talk to us about your firm's data layer