Blog > The Top 10 Conferences Advisors Can’t Miss in 2024

The Top 10 Conferences Advisors Can’t Miss in 2024

Financial advisors are fortunate to have a lot of options to choose from when it comes to conferences. Whether you’re into tech or planning or marketing or all of the above – or just looking to fulfill some CE credits – there’s a conference for you!

Related: Conference Tickets Made Our List of Top Gifts to Give an Advisor

But it’s hard to decide which one (or three) you’ll attend. If you’re wondering which financial advisor conferences you should hit in 2024, you’ve come to the right place.

Without further ado, here are our picks for the top 10 can’t-miss advisor conferences of 2024! 

Top 10 Advisor Conferences of 2024

1. Shift

Dates: March 24-25, 2024

Location: Walt Disney World Swan Resort, Florida

Behavioral finance has become one of the top topics for financial advisors, and where better to learn more about it than the conference Michael Kitces named “Best Behavioral Finance Conference”? 

Shift is all about “human-first” planning and explores the latest innovations in holistic financial planning.

You can learn more about Shift here.

2. WealthManagement EDGE

Dates: May 13-16, 2024

Location: Hollywood, Florida

More than 1,000 annual attendees can’t all be wrong – there’s something special about WealthManagement EDGE! Leverage the combined strengths of Inside ETFs+, WealthStack, and RIA Edge in one conference to drive your firm’s investment, productivity, and growth strategies.

Learn more about WealthManagement EDGE here.

3. Envestnet Elevate

Dates: May 14-15, 2024

Location: Phoenix, Arizona

This year, Envestnet is celebrating their 25th anniversary, so you know it’s going to be a big one. Expect training sessions, deep-dives with their leadership, networking opportunities and more.

Learn more about Envestnet Elevate here.

4. TradePMR’s SYNERGY24

Dates: May 22-24, 2024

Location: Las Vegas, Nevada

As a leading RIA custodian, TradePMR’s annual SYNERGY conference is for RIAs who want to streamline their growth and improve efficiencies across the board. Envestnet isn’t the only one celebrating a milestone this year – TradePMR is also celebrating their 25th anniversary, so they’re planning on going a little extra this time around.

Register for Synergy24 here.

5. LPL Focus

Dates: August 11-14, 2024

Location: San Diego, California

Bringing together all of their advisors, institutional clients, sponsors and employees is no easy feat, but LPL makes it look easy – and fun! 

Registration opens in late May and you can learn more about LPL Focus here.

6. Limitless Advisor Workshop

Dates: TBD

Location: TBD

While it’s not technically a “conference,” buzz is growing around Stephanie Bogan’s Limitless Advisor Workshops, so while you’re planning your travel for the year, see if you can make the list!

Learn more here.

7. Excell

Dates: September 9-11, 2024

Location: Orlando, Florida

Carson Group’s Excell attracts 1,000+ attendees every year who are looking for growth-focused workshops and conversations. Past keynote speakers include George W. Bush, Megan Rapinoe and Michael Dubin (founder of Dollar Shave Club), so you know they’ve got something big in store.

Learn more here

8. XYPN Live

Dates: October 15-17, 2024

Location: Minneapolis, Minnesota

With one of the most robust online communities for financial professionals, XYPN Live is truly a can’t-miss event every year. Now in their 10th year, this year’s conference promises to be chock full of wisdom for independent advisors looking to scale their firms.

Register for XYPN Live here

9. Fearless Investing Summit

Dates: October 23-25, 2024

Location: Nashville, Tennessee

Named a top conference for financial advisors by both US News and, Nitrogen’s annual Fearless Investing Summit brings together more than 1,000 investment professionals from across the country for more than 100 sessions on everything from growth to compliance, a lineup of big-name speakers, a year’s worth of CFP CE credit opportunities, and a networking community like none other.

Learn More About The Fearless Investing Summit

10. Schwab Impact

Dates: November 19-21, 2024

Location: San Francisco, California

Advisors who work with Schwab would be wise to save a spot at this annual conference packed with informative sessions, innovative exhibitors, CE credit opportunities and much more.

Register for Schwab Impact here

Go Places with Nitrogen

While you’re improving yourself at conferences this year, improve your processes with Nitrogen’s growth platform, offering world-class analytics, research, compliance solutions, and beyond.

Click here to learn more or schedule your free demo of Nitrogen today.

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