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Master List Of Financial Advisor Conferences For 2020

The proliferation of financial advisor conferences in recent years has created more and more choices for advisors (and the vendors trying to reach them) to find the exact right fit of topics and fellow attendees. The challenge? There are now dozens of excellent conferences across the country every year, and it's hard to know which one(s) to choose!

To make your conference planning easier, we are happy to present you a comprehensive calendar of all the financial advisor conferences across the US in 2020, from broker-dealer to RIA conferences, covering topics from retirement planning to practice management and everything in between.

We regularly update this list, so make sure to bookmark the page and check back often for new events! In addition, you can check out our annual highlights of Best Conferences for Financial Advisors at:
Prior Years’ Best Conferences Lists: 2020 | 20192018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012

Don’t see your conference? Let us know! Submit your conference.

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January 2020

Jan
13-17
Orlando, FL
Kitces Top Conference
Price: $1140
Content Focus: Estate Planning
Channel: Independent BD, RIA
Organizer: Private event/Private organizer
Jan
27
Austin, TX
Kitces Top Conference
Price: $1595.00-$2395.00
Early Bird: $1595.00 until 12/13/19
Content Focus: General Planning
Channel: CFPs, RIA
Organizer: Association
Jan
29-31
Orlando, FL
Price: TBD
Content Focus: General Planning, Investment
Channel: Independent BD, RIA
Organizer: Custodian

February 2020

Feb
9-12
Coronado, CA
Price: TBD
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Feb
12-13
Irving, TX
Price: $315.00-$475.00
Early Bird: $315.00-$445.00 until 10/31/19
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Feb
13-14
New York, NY
Kitces Top Conference
Price: $995-$1445
Early Bird: $895-$1345 until 01/10/20
Content Focus: Investment
Channel: Independent BD, RIA, Wirehouse
Organizer: Association
Feb
17-20
San Diego, CA
Kitces Top Conference
Price: $599.00-$799.00
Early Bird: $599.00-$699.00 until 11/15/19
Content Focus: FinTech
Channel: RIA
Organizer: Private event/Private organizer
Feb
20-22
Arlington, VA

March 2020

Mar
26
Seattle, WA
Price: $310.00-$385.00
Early Bird: $260.00-$335.00 until 01/16/20
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association

April 2020

No conferences for this month.

May 2020

May
13
Malvern, PA
Price: TBD
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
May
17-19
Austin, TX
Kitces Top Conference
May
26-29
Las Vegas, NV
Kitces Top Conference
Price: $299.00-$1349.00
Early Bird: $299.00-$649.00 until 10/31/19
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private event/Private organizer
May
26-27
San Francisco, CA
Kitces Top Conference
Price: $939.00-$1139.00
Early Bird: $789.00-$989.00 until 01/17/20
Content Focus: General Planning
Organizer: Association
May
27-30
Boston, MA
Kitces Top Conference
Price: $895-$1445
Early Bird: $895-$1345 until 04/1/20
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Association

June 2020

Jun
3-5
TBD
Price: TBD
Content Focus: Investment
Channel: RIA
Organizer: Custodian
Jun
7-11
Las Vegas, NV
Kitces Top Conference
Price: $1595.00-$2395.00
Early Bird: $1595.00 until 02/3/20
Content Focus: Advanced Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association

July 2020

Jul
19-22
Chicago, IL
Price: TBD
Content Focus: General Planning
Channel: Independent BD, RIA, Wirehouse
Organizer: B/D
Jul
27-28
Lake Mary, FL
Price: $150.00-$299.00
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association

August 2020

No conferences for this month.

September 2020

Sep
8-10
Location TBD
Price: $195.00-$1595.00
Early Bird: $95.00-$1095.00 until 05/8/20
Content Focus: Investment
Channel: Independent BD, RIA
Organizer: Media/Publishing
Sep
9-10
Newport Beach, CA
Kitces Top Conference
Price: $995-$1495
Content Focus: General Planning
Channel: RIA
Organizer: Private event/Private organizer
Sep
24
Charlotte, NC
Price: TBD
Content Focus: General Planning
Organizer: Association
Sep
30-2
TBD
Price: TBD
Content Focus: General Planning
Channel: Independent BD, RIA
Organizer: Association
Sep
30
Scottsdale, AZ
Price: TBD
Content Focus: General Planning
Organizer: Association

October 2020

Oct
10-13
Denver, CO
Kitces Top Conference
Price: $224.00-$546.00
Early Bird: $224.00-$500 until 05/1/20
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private event/Private organizer
Oct
14-16
Austin, TX
Kitces Top Conference
Price: $925.00-$995.00
Early Bird: $925.00-$960.00 until 03/27/20
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private event/Private organizer
Oct
15
Warrensville Heights, OH
Price: $195.00-$245.00
Early Bird: $25.00 until 09/11/20
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Oct
21-24
Atlanta, GA
Price: TBD
Content Focus: General Planning
Channel: Independent BD, RIA
Organizer: Association
Oct
23
Jacksonville, FL
Price: $79.00
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Oct
26-27
Chicago, IL
Kitces Top Conference
Price: $795.00-$1345.00
Early Bird: $795.00-$1245.00 until 09/2/20
Content Focus: Practice Management
Channel: CFPs, RIA
Organizer: Association

November 2020

Nov
2-3
Minneapolis, MN
Kitces Top Conference
Price: TBD
Content Focus: General Planning
Organizer: Association
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