RIA Edge Nashville 2025

April 1-2, 2025 · Nashville, TN

RIA Edge is Informa's C-level series for the leaders of the fastest-growing RIA firms in the country. The Nashville edition gathers roughly 250 senior leaders, including more than 200 advisors from firms at the top end of the growth tables, with an agenda built around scaling decisions rather than technical planning.

Who attends

RIA founders, CEOs, presidents and chief operating officers, plus the capital providers, platforms and technology partners working with growth-stage firms. Attendance is curated rather than open.

What it covers

• Growth strategy and the economics of scaling an RIA

• The Tech for Growth Summit — technology as a scaling lever

• M&A, capital and ownership structure

• Talent, leadership and organizational design

Why scaling firms end up rebuilding their data layer

Firms growing quickly discover that their operating model does not scale linearly. Headcount rises faster than revenue because each new client, advisor or acquired practice adds manual work moving data between systems that were never designed to share it. The technology sessions at RIA Edge consistently return to this point: the constraint on growth is usually operational, and operations run on data.

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

RIA Edge Nashville 2027

The next Nashville edition is scheduled for March 2-3, 2027.

Talk to us about your firm's data layer