RIA Edge Austin 2026

November 9-11, 2026 · Austin, TX

RIA Edge Austin closes out the series' 2026 calendar. Like the Nashville and Orange County editions it is a curated, C-level gathering rather than an open-registration conference, and its late-year slot puts it squarely in the window when firms are setting the following year's budget and strategy.

Who attends

RIA founders, CEOs, presidents and chief operating officers from firms at the top of the growth tables, plus the capital providers, aggregators and technology partners working with them.

What's on the agenda

• Growth strategy and the economics of scaling an RIA

• Technology and operating model decisions for the year ahead

• M&A, capital structure and ownership

• Talent, leadership and organizational design

Why budget season sharpens the infrastructure question

Planning next year's technology spend forces a firm to confront how much of this year's went into working around gaps rather than closing them. The recurring realization is that the cost was never the applications — it was the people employed to move data between them, and that line does not appear on any software invoice.

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