Event Profile

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The annual New York RIA Summit is a one day meeting of more than one hundred Independent Registered Investment Advisors based across the New York Tri-State area. Our collective audience manages over $100 Billion in AUM and gathers to explore opportunities and risks in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face to build industry and community.

Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and diversity, staffing, corporate culture and general trends within the Financial Advisory industry.