RIA Edge Orange County 2026

October 19-21, 2026 · Dana Point, CA

RIA Edge is Informa's C-level series for the leaders of the fastest-growing RIA firms in the country. The Orange County edition is the West Coast stop and, like the rest of the series, curated rather than open — a small room of senior leaders with an agenda built around scaling decisions rather than technical planning content.

Who attends

RIA founders, CEOs, presidents and chief operating officers, plus the capital providers, aggregators and technology partners working with growth-stage firms.

What's on the agenda

• Growth strategy and the economics of scaling an RIA

• Technology as a scaling lever, through the Tech for Growth track

• M&A, capital structure and ownership transition

• Talent, leadership and organizational design

Why scaling firms end up rebuilding their data layer

Firms growing quickly find 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 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.

Talk to us about your firm's data layer