November 18-19 | Napa Valley

Addepar RIA Summit

Join us for an exclusive gathering of industry leaders at the Addepar RIA Summit in Napa Valley. This is an opportunity to engage in strategic conversations, make meaningful connections and gather powerful insights you won’t find elsewhere.

We hope you can attend.

RSVP

About the RIA Summit

The RIA Summit is Addepar’s premier invitation-only event featuring discussions and insights shared with select peers and leaders from our industry.

Summit content is tailored to high performing, relationship-driven advisors in the RIA and MFO space and last year included M&A trends, talent retention strategies, AI and other innovation drivers in wealth management.

A welcome dinner will be held November 18 and the RIA Summit will take place November 19.

Please note that space is limited to those who have received an invitation and RSVPed, and this invitation is non-transferable. We are unable to accommodate additional guests.Thank you in advance, and we can’t wait to share this experience with you.

RSVP

THE EXPERIENCE

What’s in store

Gain perspective
Immerse yourself in conversation with other prominent leaders and discover what’s driving success.

Build connections
Network with peers and exchange insights in a serene, private setting.

Share knowledge
From peer panels to small group conversations, you’ll hear how others are approaching today’s biggest challenges and opportunities.

RSVP for the RIA Summit

November 18-19, 2025 | Napa Valley

Thank you for RSVPing to the Addepar RIA Summit.