The 4th Annual Q4 Top RIA Forum
The 4th Annual Q4 Top RIA Forum presents an exclusive opportunity for RIAs and Multi-Family Offices to connect with leading solution providers from cutting-edge investment institutions and wealth tech companies.
Over the course of 2.5 days, attendees will participate in insightful roundtable discussions, hear from Industry leading keynote speakers, and enjoy tailored, one-on-one meetings designed to foster meaningful connections and elevate their strategies.
Event Focus
Who Attends
- Independent RIAs
- Multi-Family Offices
- Asset Managers
- Technology Innovators
The Format

General Sessions
This is your opportunity to listen-in on leading industry executives, view new and emerging products & services, and find out what the best are doing to excel in this new era of financial services. General Session presentations of 30-minutes each.

Peer-to-Peer Executive Panels
Your opportunity to start a dialogue with top performers to accomplish your meeting objectives. Peer-to-Peer Panel Discussion sessions will last approx. 40-minutes each.

RelationshipBuilder™events
RelationshipBuilder™events
Forums feature two RelationshipBuilder™ events to network with other attendees while enjoying great food & drink. Having fun together with new friends becomes the basis for new business relationships.

PowerMatch™ Sessions
PowerMatch™ Sessions last approx. 20-minutes each and sponsors participate in multiple sessions. To help ensure that your meetings are as productive as possible—we’ll apply our unique iLike™ matching methodology to capture attendee interests and facilitate meaningful introductions.


Omni Royal Orleans
621 St. Louis Street
New Orleans, LA 70130
For general inquiries:
Please reach out to contact@finlocity.com
For press-related inquiries:
Please reach out to contact@finlocity.com
For programming-related inquiries:
Please reach out to alan.giancaterino@finlocity.com
For sponsor/attendee-related inquiries:
Attendees/Delegates: ryan.metzler@finlocity.com
Sponsorship Opportunities: alan.giancaterino@finlocity.com or ryan.metzler@finlocity.com
Sponsors





Disclaimer: The Finlocity Q4 Top RIA Forum, website pages, and all associated content are solely intended for use by financial services professionals and accredited investors only. All other uses are prohibited without express written permission.