Our Events

ECHELON’s gatherings attract the industry’s leading executives and the service providers that help them achieve their business goals.

ECHELON Partners regularly hosts events, from small dinners with leading companies to multiday conferences, bringing together visionary executives and the industry’s finest professional service providers.

Event Dates Event Sponsor Event Title Session Title Location
October – November 2020 ECHELON Partners Deals & Dealmakers 2020 Webcast Series Click here to learn more about the October-November 2020 Deals and Dealmakers Webcat Series Virtual
Event Dates Event Sponsor Event Title Session Title Location
4/17/2019-4/18/2019 Institutional Investor RIA Central Investment Forum Equity Sharing Solutions & Alternatives Chicago, IL
2/5/2019-2/7/2019 National Association of Personal Financial Advisors NAPFA Large Firm Forum The Interplay Between Valuation Drivers and the Health of Your Firm San Diego, CA
11/13/2018 InvestmentNews Best Practices Workshop Mergers as a Solution for Succession Planning, Talent, Resources, and Long-Term Growth Boston, MA
11/5/2018-11/6/2018 Pershing RIA Symposium Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options Atlanta, GA
10/10/2018-10/11/2018 Pershing RIA Symposium Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options San Francisco, CA
9/24/2018-9/26/2018 Tiburon Strategic Advisors Tiburon CEO Summit XXXV Financial Advisor M&A Panel San Francisco, CA
9/24/2018-9/26/2018 Financial Services Institute 2018 FSI Forum Succession Planning Panel Salt Lake City, UT
9/20/2018 Pershing RIA Symposium Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options Chicago, IL
9/12/2018-9/13/2018 ECHELON Partners The Deals and Dealmakers Summit Keynote Debate Newport Beach, CA
7/17/2018 Pershing RIA Symposium Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options New York, NY
6/7/2018 Pershing Pershing Insite 2018 What Matters Most When Considering a Merger or Acquisition? Orlando, FL
4/19/2018 Pershing RIA Symposium Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options Dallas, TX
3/7/2018 Pershing Advisor Council Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options Dana Point, CA
2/27/2018 Investment Planners, Inc. IPI ADVANCE How to Maximize the Value of Your Business Newport Beach, CA
1/16/2018- 1/17/2018 Investments & Wealth Institute Investment Advisor Forum The Investment Bank’s View on the Wealth Management Industry New York, NY
10/17/2017 InvestmentNews Best Practices Workshop Build or Buy – or Both Boston, MA
10/11/2017 Wealth
management.com
2017 Executive Forum and Industry Awards RIA M&A Deal Report (Winner), RIA Valuations (Nominated) New York City, NY
10/5/2017 Pershing Practice Management Forum The Investment Bank’s View on the Wealth Management Industry Atlanta, GA
10/4/2017 Pershing Regional Symposium The Investment Bank’s View on the Wealth Management Industry Seattle, WA
9/27/2017 Pershing Practice Management Forum The Investment Bank’s View on the Wealth Management Industry Denver, CO
9/18/2017-9/19/2017 ECHELON Partners The Deals and Dealmakers Summit The Keynote Debate Newport Beach, CA
6/14/2017- 6/16/2017 Pershing Advisor Solutions Insite17 Is M&A a Healthy Choice for Your Advisory Firm? San Diego, CA
6/5/2017-6/6/2017 First Clearing Business Growth Forum Growth Through Mergers and Acquisitions St. Louis, MO
5/23/2017 IMCA Complimentary Webcast for Continuing Education Building High-Performance Teams and Driving Measurable Results Webcast
4/24/2017-4/26/2017 Pershing Advisor Solutions Client Advisory Board Maximizing the Value of Your Business Del Mar, CA
3/22/2017-3/24/2017 Barrons Top Independent Advisors Summit The Artful DealMaker, Getting More Value from Mergers and Acquisitions Orlando, FL
2/28/2017-3/2/2017 Pershing Advisor Solutions Elite Advisor Summit Opprotunity Knocks: Deal or No Deal? Turnberry, FL
11/1/2016-11/3/2016 Pershing Advisor Solutions Advisor Council Opportunity Knocks – M&A Workshop Laguna Beach, CA
10/18/2016-10/19/2016 ECHELON Partners The Deals & Deal Makers Summit Keynote Debate: The Future of Wealth Management…A Deal Maker’s Perspective New York City, NY
10/18/2016 Investment News Best Practices Workshop Valuing your Practice and Understanding Mergers & Acquisition Activity New York City, NY
9/23/2016 PIMCO PIMCO Wealth Management Forum Analysis of Industry Trends, Platforms and M&A Newport Beach, CA
6/7/2016-6/9/2016 Pershing Advisor Solutions INSITE 2016 The Most Powerful Trends in Wealth Management – Mergers & Acquisitions Orlando, FL
5/2/2016-5/3/2016 Pershing Advisor Solutions West Regional Symposium Capitalizing on the Most Powerful Trends in Wealth Management M&A San Francisco, CA
4/5/2016-4/6/2016 Pershing Advisor Solutions East Regional Symposium Capitalizing on the Most Powerful Trends in Wealth Management M&A McLean, VA
3/9/2016-3/11/2016 The Ensemble Practice Annual Client Conference Internal vs. External Deals San Diego, CA
3/2/2016 Financial Planning Association Breakfast Meeting Valuation and Internal Succession Alamo, CA
2/17/2016- 2/18/2016 Pershing Advisor Solutions Best Ideas Round Table Advanced Client Acquisition / M&A Strategies Park City, UT
11/3/2016- 11/4/2016 Pershing Advisor Solutions Midwest Regional Symposium The Future of Wealth Management Chicago, IL
10/22/2015 Washington Wealth Management Annual Sales & Strategy Meeting Capitalizing on the Most Powerful Trends in Wealth Management M&A Los Angeles, CA
10/13/2015 Investment News Best Practices Workshop Increasing the Value of Your Practice New York City, NY
10/8/2015 – 10/9/2015 Pershing Advisor Solutions Northwest Regional Symposium The Future of Wealth Management Chicago, IL
10/7/2015 CFA Society of Portland CFA Luncheon Capitalizing on the Most Powerful Trends in Wealth Management M&A Portland, OR
9/16/2015 – 9/17/2015 ECHELON Partners The Deals and Deal Makers Summit The Financial Engineering Behind Deal Making Newport Beach, CA
6/3/2015 – 6/5/2015 Pershing Advisor Solutions INSITE15 The Journey of an Inorganic Growth (M&A) Strategy Orlando, FL
2/24/2015 – 2/25/2015 Pershing Advisor Solutions Northeast Regional Symposium The Future of Wealth Management New York City, NY
1/28/2015-1/30/2015 TD Ameritrade National LINC Advisor Conference 2015 Avoid Spinning Your Wheels and Close More Deals San Diego, CA
1/22/2015 Pacific Southwest Financial 2015 Kick-Off Meeting The Future of Wealth Management Irvine, CA
12/8/2014-12/11/2014 MarketCounsel The MarketCounsel Summit Chutes and Ladders: Characteristics of Deals That Get Done Las Vegas, NV
10/22/2014 Laserfiche Driving the Green Strategies to Maximize the Valuation of Your Firm San Francisco, CA
10/22/2014 Laserfiche Driving the Green Strategies to Maximize the Valuation of Your Firm Dallas, TX
10/21/2014 Laserfiche Driving the Green Strategies to Maximize the Valuation of Your Firm Chicago, IL
10/14/2014 Investment News Best Practices Workshop Lunch Session: Increasing the Valuation of Your Firm Chicago, IL
10/9/2014 Symmetry Partners Symmetry Summit Valuation, Succession, and M&A Trends Charleston, SC
10/7/2014 Financial Planning Association Illinois Conference for Advanced Planning Valuation and M&A Lisle, IL
9/28/2014 Financial Services Institute Financial Advisor Summit Practice Valuation Methods and Options Washington, D.C.
9/24/2014 ECHELON Partners The Deals and Dealmakers Summit Negotiating & Structuring Your Deal Santa Monica, CA
8/12/2014 Investment News Best Practices Workshop What Is Your Practice Worth? Webcast
6/6/2014 Pershing Advisor Solutions INSITE 2014 Is the Grass Greener? Growth by Merging, Acquiring or Transitioning Hollywood, FL
5/1/2014 ECHELON Partners Deals & Deal Makers Summit The Future of Wealth Mgmt- A Deal Maker’s Perspective New York, NY
5/1/2014 Laserfiche Driving the Green Strategies to Maximize the Valuation of Your Firm New York, NY
4/29/2014 Laserfiche Driving the Green Strategies to Maximize the Valuation of Your Firm Minneapolis, MN
9/26/2013 ECHELON Partners Deals & Dealmakers Summit The Future of Wealth Mgmt- A Deal Maker’s Perspective Santa Monica, CA
9/18/2013 Financial Planning Association Mastering Mergers Prep. Phase and Execution Phase Irvine, CA
7/16/2013 LPL Financial Boosting Your Bottom Line Balancing Fees and Commissions for Optimal Revenue Generation Webcast
5/28/2013 FPA Norcal FPA Norcal Annual Conference Your Liquidity Event: A Blueprint to Optimize Valuation and Succession San Francisco, CA
5/02/2013 Cal CPA Annual Meeting for the Committee on Personal Financial Planning A Blueprint to Optimize Valuation and Succession Paso Robles, CA
3/26/2013 Fidelity Options for Independence Roundtable Lunch Comparing Rollups and TAMPs Century City, CA
3/12/2013 Pershing Advisor Solutions National Sales Team Meeting Overview of Valuation Services Webcast
11/01/2012 Pershing Advisor Solutions Focus on Management and Leadership Business Brilliant Beverly Hills, CA
10/19/2012 Investment News Planning for Your Firm’s Succession Insights on Valuation and Succession Transactions Chicago, IL
7/17/2012 – 7/18/2012 Dimensional Fund Advisors Succession Planning Conference Designing a Blueprint for Succession Santa Monica, CA
6/13/2012 Schwab Realizing the Full Value of Your Practice Realizing the Full Value of Your Practice Webcast
5/22/2012 Investment News What’s Your Succession Plan? What’s Your Succession Plan? Webcast
4/26/2012 London Life Right Programs, Right People Positioning yourself for buying or selling a business Ottawa, ON
4/24/2012 Great West Life Advanced Practices, Advanced Programs Positioning yourself for buying or selling a business Ottawa, ON
4/19/2012 London Life Right Programs, Right People Positioning yourself for buying or selling a business Calgary, AB
4/16/2012 Great West Life Advanced Practices, Advanced Programs Positioning yourself for buying or selling a business Calgary, AB
9/16/2011 Financial Planning Association FPA Experience 2011 A Golden Opportunity: Becoming the Ultimate Successor for Transitioning Advisors San Diego, CA
9/14/2011 Financial Planning Association FPA Experience 2011 If Not You, Who? The Importance of Succession Planning for All Advisors. San Diego, CA
1/21/2011 Fidelity Institutional Wealth Services National Sales and RM Meeting M&A Panel Boston, MA
11/18/2010 TD Ameritrade Institutional Valuation Workshop Creating, Calculating, and Capitalizing on Your Firm’s Value Beverly Hills, CA
10/7/2010 Dimensional Fund Advisors Succession Planning Conference Designing a Blueprint for Succession Santa Monica, CA
7/27/2010 Dimensional Fund Advisors Succession Planning Conference Designing a Blueprint for Succession Santa Monica, CA
6/8/2010 TD Ameritrade Institutional Elite Advisor Summit Insights on Valuation and Acquisition Strategies Laguna Beach, CA
6/2/2010 Financial Planning Association NorCal Conference Continuity Planning and Succession Planning San Francisco, CA
3/8/2010 American Bankers Association ABA Wealth Management Summit M&A Opportunities in Today’s Environment Phoenix, AZ
2/3/2010 National Independent Financial Advisor’s Panel Semi-Annual Meeting Valuation and Succession Planning Orlando, FL
11/5/2009 Loring Ward Elite Advisor Conference Mastering Continuity Planning and Succession Planning Austin, TX
10/29/2009 Dimensional Fund Advisors DFA Meeting M&A Opportunities, Equity Sharing, and Continuity Planning New York City, NY
10/28/2009 Dimensional Fund Advisors DFA Study Group M&A Opportunities, Equity Sharing, and Continuity Planning Boston, MA
10/21/2009 MarketCounsel 2009 Member Summit Conference M&A Opportunities in Today’s Market Princeton, NJ
10/19/2009 TD Ameritrade Insitutional 2009 Fall Regional Conference Mastering Continuity and Succession Planning New York City, NY
10/15/2009 TD Ameritrade Institutional / Financial Planning Making Independence Happen Joining an Established RIA Firm Webcast
10/1/2009 MFWire/FUSE Research Thought Leadership Series: Influencers’ Summit 2009 – Redefining Distribution Exploiting Today’s Market Boston, MA
9/9/2009 Fortigent Maximizing the Value of Your Firm and How Fortigent Can Help Maximizing the Value of Your Firm Webcast
8/12/2009 Financial Services Institute Financial Advisor Practice Management Web Conference Building Value and Preparing Your Firm for the Future Webcast
5/20/2009 TD Ameritrade Elite Advisor Summit Merger & Acquisition Opportunities in Today’s Market Reynolds Plantation, GA
5/14/2009 CEG Worldwide Maximizing Equity Roundtable Managing and Optimizing Practice Valuations San Francisco, CA
3/24/2009 Investment News / Pershing Advisor Solutions Succession Planning Webcast Successful Strategies for Buying and Selling Your Practice Webcast
3/12/2009 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
2/5/2009 TD Ameritrade Partnership 2009 National Conference Advanced Firm Development: M&A, Valuation, Human Capital, and Planning Las Vegas, NV
10/24/2008 Securities America Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Omaha, NE
9/24/2008 Financial Research Associates Managed Accounts and UMA Summit Getting to the Bottom of this Industry’s Most Debated Topics Las Vegas, NV
8/8/2008 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
2/25/2008 Financial Research Associates The Financial Services Mergers and Acquisitions Deals Fourm Closing the Deal: An Overview of the Industry’s Deals and Deal Makers New York, NY
2/22/2008 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
2/15/2008 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
11/15/2007 Financial Research Associates The Wealth Mgmt. Technology and Operations Summit The Most Powerful Trends in Wealth Management Las Vegas, NV
11/13/2007 Investment Adviser Association The Economics of Investment Management Frameworks for Financial Excellence Santa Monica, CA
11/5/2007 CheckFree Client Exchange The Economics of Sponsor Platforms Hollywood, CA
10/26/2007 CEG Worldwide / Securities America Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Atlanta, GA
9/10/2007 Financial Research Associates Managed Accounts Summit 6 Deals and Dealmakers: An Investment Banker’s View of the Managed Account Industry Phoenix, AZ
6/28/2007 Fortigent Executive Forum The Future of Wealth Management Laguna Niguel, CA
6/12/2007 Prudential Wealth Management Leaders’ Forum All The Right Moves- An Executive’s Guide to Implementing Open Architecture Lansdowne, VA
5/2/2007 Money Management Institute Annual Convention Outsourcing: Learning from Recent Implementations Washington, D.C.
4/22/2007 Financial Research Associates The Family Office Symposium M&A and Capital Raising in the Wealth Mgmt. Industry Aventura, FL
3/30/2007 ABA Wealth Management & Trust Conference AllThe Right Moves- An Executive’s Guide to Implementing Open Architecture Orlando, FL
2/9/2007 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
1/16/2007 CEG Worldwide / Buckingham Asset Mgmt. Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA

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Testimonials

"I wanted to write a note thanking ECHELON Partners for its invaluable service to us over the past several months. One of my initial goals prior to pursuing my deal opportunity was to work with the best consultants and advisors in the wealth management industry so that the very best effort would be made toward a successful deal conclusion. By working with ECHELON Partners I was able to accomplish that goal."
John Charles Kernodle President and Founder - Strathmore Capital Advisors, Inc.