This is a people business.

Events bring together colleagues, old and new, to celebrate milestones amidst an ever-evolving industry. Despite significant changes in the past 15 years, personal relationships remain vital. Success in this field is rooted in learning from colleagues, so I look forward to hearing from your and your peers.

Tony Sirianni

A signature or autograph written in cursive.
Contact Us
A smiling man standing in front of a fireplace with a wooden mantel, wearing a navy blue blazer, light blue shirt, white pants, and brown shoes, inside a room with ornate decor.
Blue gradient background with a black grid pattern of intersecting diagonal lines creating diamond shapes.

“Pound for pound one of the best industry conferences I have attended. Outstanding content and really liked that hearing top advisors share ideas!”

A man in a dark suit and light blue shirt standing at a podium with a microphone, gesturing with his right hand.

MARCH 11, 2026 | NYC

RIA Masterclass

Join AdvisorHub CEO Tony Sirianni — a former advisor and founder of two RIA firms — and fellow advisors for a masterclass on creating and running a successful independent practice. Topics will include RIA Formation, Acquisition and Growth,  Succession Planning and more.

Learn more
Three women smiling and posing together indoors. The woman in the middle has shoulder-length brown hair and wears a dark patterned dress with a name badge. The other two women, on either side, have long dark hair and are wearing bright pink blazers with name badges. The background features wooden paneling.

April 30, 2026 | NYC

Women Advisors Summit

Join us for a full-day event hosted by female industry leaders. Top advisors and nominees from our Advisors to Watch ranking come together for networking and discussion. Topics include Practice Management, Investment Planning, Personal and Professional Growth and more.

Learn more
Group of professionally dressed people posing for a photo in a historic room with wood-paneled walls and ornate lighting.

October 22, 2025 | NYC

The CEO Summit

Join us for a half-day event with wealth management CEOs and industry decision-makers for an off-the-record conversation hosted by AdvisorHub CEO Tony Sirianni. Discussion will be follow by cocktails and a chef-catered dinner and wine tasting in the club’s private dining room.

Learn more
Two men in suits shaking hands and smiling in front of a blue background with the text 'AdvisorHub Advisors to Watch'.

October 23, 2025 | NYC

The Advisors to Watch Summit

The agenda for this full day event features valuable insights from fellow advisors on practice management and insights on innovations in wealth management from industry leaders. This is a chance to take a step back from your hectic schedule to think strategically about your business and plan for growth.

Learn more
A man in a navy blazer, light blue shirt, and cream pants standing in front of a fireplace with a bronze sculpture and ornate wooden mantel.

FEB / JUN / NOV | VIRTUAL

Recruiting Roundtable

Join some of the biggest names on wealth management for a series of roundtables on recruiting and transition. Advisors, managers, recruiters and legal experts share best practices, challenges and opportunities for advisors switching firms including valuations, succession, team building and compliance.

A digital abstract background with a blue and black gradient, featuring a pattern of small blue diamonds on black.

Past Events

A person hanging upside down in mid-air, connected to a thin vertical line, with arms spread wide, against a plain white background.
A person jumping over a hurdle on a track in black and white.

November 7, 2024 | NYC

Rethinking Volatility

An afternoon of discussion on the state of wealth management and markets in partnership with iShares, featuring Gargi Pal Chaudhuri, Lukas Smart, Andrew Ang from BlackRock and Mark Carver from MSCI.

September 27, 2023 | NYC

Outpacing the Competition

An afternoon of discussion on the state of wealth management and markets in partnership with iShares, featuring Gargi Pal Chaudhuri, Lukas Smart, Andrew Ang from BlackRock and Mark Carver from MSCI.