Through expert-led panel discussions, presentations, guest speakers, and real-time market research, the RIA Institute drives innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.

The RIA Institute:

  • Works with an RIA Advisory Board of senior executives from the nation’s largest innovative and successful RIAs to ensure cutting-edge and relevant content throughout the year
  • Helps supporting members build relationships with senior, decision-making representatives from the nation’s premier RIAs. It helps our RIA members build their network with other RIAs.
  • Assesses new and innovative investment strategies, products, and vehicles that preserve and grow the wealth of RIA underlying clients and how they fit within specific wealth management portfolios.
  • Communicates best practices in firm management, including technology innovation, back-office management, succession planning options, hiring, and more, helping RIAs build and manage their businesses.
The key difference to this conference over the others I attend is the ability to hear from my RIA peers. The more I can hear on panels what other RIAs are doing, the more value.

Stephen C. Biggs, Principal/Chief Investment Officer, HC Financial Advisors, Inc.


Three annual private roundtables

RIA Central Investment Forum in May; RIA East Investment Forum in June, RIA West Investment Forum in October.  

Senior delegates-only roundtable

Learn how the RIA industry is evolving and how your firm can adapt, with high level discussions among senior RIA executives at this single-day meeting.

Thought leadership

Nominate experts from your firm as discussion leaders, panelists, or presenters to share knowledge and provide insights to fellow RIA members.

Live market research

Receive confidential electronic polling results, presentations and executive summaries after each forum, providing you with important industry barometers.

Continue the conversation

Join our private LinkedIn group exclusive to RIA members and supporting members; post research and white papers.

Structured networking time

Participate in small, tabletop discussions mixing managers and RIAs, making connections easier and positioning you as a trusted expert.


AB Global
Amundi-Pioneer Investments
Capital Group
First Trust Advisors
Five Points Capital
GoldenTree Asset Management

John Hancock
Macquarie Investment Management
Nuveen Investments
Select Equity Group
T.Rowe Price
Thornburg Investment Management

RIA Institute Advisory Board

Institutional Investor’s RIA Institute would like to thank our Advisory Board of esteemed RIA executives who help shape the Institute’s content, thought leadership and programming for the year.

  • Richard Busillo, CEO, RTD Financial, PA
  • Michael Zeuner, Managing Partner, WE Family Offices, FL
  • Barbara Young, CEO, CIO, Founding Principal, Cypress Wealth Advisors, CA
  • Brian Pollak, Partner, Evercore Wealth Management, NY
  • Robert Stone, Partner, Telemus, MI
  • Jonathan Foster, President & CEO, Angeles Wealth Management, CA
  • David Becker, President, Northern Oak Wealth Management, WI
  • Andy Hart, President, Delegate Advisors, MA
  • Rita Lee, Director of Research, Brouwer & Janachowski, CA
  • Russell Norwood, Founding Partner, Managing Director, Venturi Wealth Management, TX
  • James Callahan, Managing Director and Chief Investment Officer, Janiczek & Company, LTD., CO
  • William Hornbarger, Chief Investment Officer, Moneta Group, MO
  • Patrick Barry, Managing Partner, Barry Investment Advisors, MA
  • Kenneth Bower, Managing Director, Clayton Financial Group, MO
  • Eric Godes, President and Chief Operating Officer, Daintree Advisors, MA
  • Michael J. Vogelzang, President & Chief Investment Officer, Boston Advisors, MA
  • Matthew Cooper, President, Beacon Pointe Wealth Advisors, CA
  • Cosmin Lucaci, Vice President, Brownson, Rehmus & Foxworth, Inc. IL
  • John Mannix, CEO, Baldwin Brothers, MA
  • Scott Sorensen, Principal & Chief Investment Officer, Vigilant Capital Management, NH
  • Debra Brennan Tagg, Managing Partner, Brennan Financial Services, TX
  • Brock Moseley, Founder and Managing Partner, Miracle Mile Advisors, CA
  • Greg Plechner, Principal & Wealth Manager, Modera Wealth Management, NJ
Upcoming Events
First class in all aspects. Appreciate opportunities for RIA interaction.

Steven L. Skancke, Chief Investment Strategist, Keel Point LLC



For more information, please contact:

Lauren Feldman

+1 212 224 3689