Arizona RIA Summit

February 20, 2024

The inaugural Arizona RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Arizona and its neighboring states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

Portfolio Summits content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management. Join us as we build industry and community.


Venue Location

6114 N Scottsdale Road

Andaz Scottsdale Resort

Learn More About

Sponsorship Opportunities



    Michael Serio

    Chief Investment Strategist

    Ashton Thomas Private Wealth

    Letitia Berbaum

    COO, Wealth Advisor

    The Zandbergen Group

    Cory Persson

    Director Of Investments

    Axxcess Wealth Management

    Heath Goldman

    President / CEO

    Icon Wealth & Legacy Partners

    René Nourse

    Founder/Chief Executive Officer, Wealth Advisor

    Urban Wealth Management

    Abdur Nimeri

    Chief Investment Officer

    UMB Bank


    Contact Us


    Incomm Summits 27 E 28th St, 8th Floor, New York, NY 10016