2025 ADVISORHUB
ADVISORS
TO WATCH
SUMMIT
THE FUTURE OF WEALTH
Ideas to grow
your business
Join some of the best minds in wealth management for a full day of great ideas on improving your practice – including sessions on technology and platforms, M+A, organic growth, team building, A.I., valuations, and investment strategies.
October 23, 2025
583 Park Avenue
New York City
DIAMOND SPONSOR
This is a people business
Events are all about reconnecting with old friends, celebrating milestones, and making new friends. People in this business have shared histories that rest against a backdrop of an industry that has changed more in the last fifteen years than it had in the previous 70. All that change makes it important to hold on to the personal relationships that have always underpinned the business.
What hasn't changed much is what it takes to succeed. With the many different platforms, models, team sizes and firms, learning from colleagues is the best part of this industry. I look forward to getting to know you, and learning new insights from you.
Tony Sirianni
CEO + Publisher, AdvisorHub
Why Attend?
The Advisors to Watch Summit is a different type of event. Our agenda features valuable insights from fellow advisors on practice management and insights on innovations in wealth management from industry leaders. We’ve created time and space for conversations with your peers, all in a fun atmosphere. This is a chance to take a step back from your hectic schedule to think strategically about your business and plan for growth.
Who is Attending?
$852m
AVERAGE AUM
80%
INDEPENDENT/RIA
21
AVG YEARS EXPERIENCE
251
TEAMS WITH $1B+ AUM
The Venue
583 Park Ave was built in 1923 and designed by the renowned architectural firm of Delano & Aldrich, cementing itself as a cultural landmark reminiscent of a bygone era. The recently restored building features a grand pre-function space, ballroom, and balconies, making it the most talked about event space in New York City.
Accommodations
AdvisorHub has a room block at the nearby Loews Regency at a preferred rate for attendees. This luxury hotel seamlessly blends its iconic Art Deco design with modern sensibilities, craftily merging form and function to complement over 60 years of service expertise. Supply is limited and offered on a first-come basis.
The rate ends Sept 10.
“Hearing from other successful advisors is invaluable.”
TODD HOFFMAN | Steward Partners
“I took several pages of notes… more than at other events.”
KYLE QUINN | Mariner
“It’s great to hear how others hit the billion dollar mark.”
LISA MARCELLI | B. Riley
Agenda
October 23, 2025
583 Park Avenue
New York City
| 8:00am | Registration Opens | ||||
| 9:00am | Opening Remarks: The Future of Advice Tony Sirianni, Publisher & CEO, AdvisorHub | ||||
| 9:15am | Bullish on Wealth Management
| ||||
| 9:35am | Billion Dollar Advisor Spotlight
| ||||
| 9:50am | Investment Strategies | ||||
| 10:20am | Markets and the Economy: Economic Outlook | ||||
| 10:45am | Break | ||||
| 11:10am | Trends and Nuance in the Advisor Marketplace | ||||
| 11:25am | Panel: Mastering Inorganic Growth through M+A | ||||
| 11:50am | Fueling Organic Growth with AI-Powered Advanced Planning Tools
| 12:05pm | Lunch | 1:05pm | Aligning Values with Investments | |
| 1:35pm | Investment Strategies | 1:50pm | Top Advisor Spotlight | ||
| 2:05pm | Fiduciary First Client Banking | ||||
| 2:20pm | How Tech is Transforming Defense & Security | ||||
| 2:50pm | Break | ||||
| 3:10pm | Empowering Expansion: 3 Pillars to Scaling | ||||
| 3:30pm | Panel: Mastering Organic Growth | ||||
| 4:10pm | Winning Client Relationships Through Transparency and Collaboration | 4:25pm | Developing a Personal Brand< | ||
| 4:40pm | What Keeps Me Up at Night: FINRA 2026 | ||||
| 4:55pm | Closing Remarks | ||||
| 5:00pm | Cocktail Reception and Awards Presentations |
Speakers
-
Robb Baldwin
PRESIDENT + CEO
TradePMR -
Greg Banasz
CMO
Steward Partners -
Mary Ann Bartels
CHIEF INVESTMENT STRATEGIST
Sanctuary Wealth -
Matt Baum
PARTNER
Fox Rothschild -
Patricia Baum
MANAGING DIRECTOR
RBC Wealth Management -
Tim Bello
CO-FOUNDER, MANAGING PARTNER
Merchant Investment Management -
Eric Beyrich
CO-CIO
Sound Income Strategies -
Patti Brennan
CEO
Key Financial -
Sarah Carlson
FOUNDER & PWM
Fulcrum Financial Group -
Geoff Clauss
CHIEF REVENUE OFFICER
Boosted.ai -
Scott Danner
HEAD OF LEGACY DIVISION
Steward Partners -
Olivia Eisinger
HEAD OF ADVISORY
Apex Fintech Solutions -
Vince Fertitta
PRESIDENT
Sanctuary Wealth -
Beth Fitzgerald
CO-FOUNDER
AdviseHer Consulting -
Ian Finnerty
DIRECTOR, ADVISOR SALES
FP Alpha -
David Fleisher
PRESIDENT + CEO,
CO-FOUNDER
Firstrust Financial Resources -
Jesse Frehling, AIF
DIRECTOR OF CLIENT SERVICES
Altfest Personal Wealth Management -
Jeff Gonyo
FOUNDING PARTNER +
HEAD OF WEALTH MANAGEMENT
Steward Partners -
Brandon Kawal
PARTNER
Advisor Growth Strategies -
Ron Kruszewski
CHAIRMAN + CEO
Stifel -
Tony Marek
MANAGING DIRECTOR
BlackRock -
Scott McCaffrey
MANAGING DIRECTOR
Momentum Independent Network -
Bob Milligan
MANAGING PARTNER
1792 Wealth Partners, Raymond James -
Chris Mone
HEAD OF WEALTH MANAGEMENT
Wedbush -
Joe Montgomery
MANAGING DIRECTOR, INVESTMENTS
Wells Fargo Advisors -
Pedro Palandrani
HEAD OF PRODUCT RESEARCH & DEVELOPMENT
Global X ETFs -
Manali Patel
DIRECTOR of iSHARES PRODUCT COMMERCIALIZATION
BlackRock -
Chris Reedy
MANAGING DIRECTOR
Schwab Advisor Services -
Holly Reimel
CO-FOUNDER
AdviseHer Consulting -
Robert Russo
CEO
Independent Advisor Alliance -
Tom Sagissor
PRESIDENT
RBC Wealth Management -
Elizabeth Sieghardt
SVP, NATIONAL FIELD DIRECTOR, LIQUIDITY & SUCCESSION
LPL Financial -
Tony Sirianni
CEO + PUBLISHER
AdvisorHub -
Shannon Spotswood
CEO
RFG Advisory -
Monish Verma
FOUNDING PARTNER + CEO
Vardhan Wealth Management -
Scott Wetzel
CO-FOUNDER + CEO
SkyView Partners -
Dan Yang
INDEX INVESTMENTS GROUP
FTSE Russell
FAQs
-
No, all advisors are invited to attend, although due to extremely limited space, ranked advisors and advisors from sponsoring firms will have preference.
-
Due to extremely limited space, only principal advisors will be allowed to attend.
-
The fee to attend to the public is $299. Sponsoring firms will receive a discount.
-
Our annual ranking is open to all advisors (contingent on approval of their compliance teams). The nomination window will be open from Jan-Mar. Please contact us to receive notifications and updates.
-
Cancellations before Sept 30 will incur a 25% cancellation fee. No refunds will be offered after October 10.