An inside look at the Exchange community, October edition

At Exchange, our focus has always been on the community. We believe the real value of an event isn't just what happens on stage; it's the meaningful connections you make in the hallway, the idea you spark with a founder over coffee, or the solution you find talking to a peer at the opening reception.

We wanted to share an inside look at who you'll be in the room with. The early registration data is clear: we are attracting a community of tenured, sophisticated advisors from the industry's most established firms.

A community of experience and growth

This year’s community is shaping up to be our most comprehensive yet. As of the start of the month, we have advisors registered from 269 unique firms spanning 39 states and internationally.

We're excited to see incredible momentum from the independent advisor community, with RIAs making up 42% of our registered attendees to date. But we're also seeing strong representation across all advisor channels, from wirehouse to IBD. This ensures that whatever your business model, you'll find a dedicated cohort of peers to connect with and share learnings.

Looking at the experience of our attendees, 70% of our registered advisors have 15+ years in the industry. This means you'll be in a room with seasoned professionals, senior leaders, and key decision-makers who have successfully built and scaled their practices.

This seniority is also reflected in the size of the firms attending. 55% of our registered RIA advisors are from firms with $100M+ in AUM (and 19% are from firms with over $1B), meaning we're on track to have nearly $100B in Independent RIA firm AUM represented in the room.

What this means for you

The data paints a clear picture: newer advisors will benefit from having discussion with seasoned veterans. Journeymen advisors will have the opportunity to connect with professionals who have met the challenges they are currently facing, and senior advisors will enjoy unique peer-to-peer learning opportunities.

The conversations you'll have at Exchange will often be with founders, CIOs, and experienced peers. Additionally, the agenda we're building is packed with peer-led sessions on running your practice, M&A, and new technology. We're building an environment that will benefit all advisors, regardless of AUM or seniority, and we're excited to have you be a part of it.

Join the firms that have already registered and be part of the financial services event of the year. You can register here.