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

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

October 21, 2026 | 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.

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October 20, 2026 | NYC

The CEO Summit

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.

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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.

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Custom Events

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April + October 2025 | NYC, Chicago, Atlanta

AdvisorHub Solutions Summit

An afternoon of discussion on the state of wealth management and markets in partnership with Invesco. Featuring a discussion on scaling up your practice, outsourced CIOs and more.

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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.

March 2027 | NYC

RIA Masterclass

Tony Sirianni joins with partners & fellow advisors for a masterclass on creating and running a successful independent practice. Topics include RIA Formation, Acquisition & Growth, Investment Strategy, Succession Planning and more.

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April 2027 | NYC

Women Advisors Summit

Holly Reimel and Beth Fitzgerald co-host a day centered on best practices for building your brand. Topics include improving communication, serving clients, and drivers of scalable growth. Hear the latest from industry leaders on investment strategy, practice management, and the evolution of wealth management.