Los Angeles RIA Summit

19 January, 2023

The third annual Los Angeles RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout southern California 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

555 Flower St 51st Floor, Los Angeles, CA

City Club Los Angeles, Los Angeles, California




Group RMC


Calamos Investments


Learn More About

Sponsorship Opportunities



    Uchechi Kalu

    Financial Advisor

    Abacus Wealth Partners

    Dick Pfister, CAIA

    Chief Executive Officer, Founder

    AlphaCore Wealth Advisory

    Benjamin Lau, CFA

    Chief Investment Officer, Principal

    Apriem Advisors

    Andrew Aiello, CPA


    Boulevard Family Wealth

    Christopher Ballard, CFP

    Managing Director

    Check Capital Management

    Trevor Bush, MBA, CFP

    Vice President

    EP Wealth Advisors

    Fernando Reyes, MBA, CFP, ChFC

    Wealth Advisor

    EP Wealth Advisors

    Christopher Toumajian, CPA

    Chief Financial Officer

    EP Wealth Advisors

    Brett Sifling, CFP

    Investment Advisor

    Gerber Kawasaki Wealth & Investment Management

    Kelli Kiemle, AIF

    Managing Director of Growth and Client Experience

    Halbert Hargrove

    Alyssa Phillips

    Chief Operating Officer

    HCR Wealth Advisors

    Heath Goldman

    President, Chief Executive Officer

    ICON Wealth & Legacy Partners

    Bradford Hixson

    Managing Director, Mergers & Acquisitions

    Lido Advisors

    Dominique Langerman, MPA

    Vice President, Wealth Advisor

    Lido Advisors

    Jill Young

    Executive Director of Operations and Compliance


    Antonia Burchman

    Director of Growth

    Miracle Mile Advisors

    Kristin Hull, PhD

    Founder, Chief Executive Officer

    Nia Impact Capital

    Eric Knauss, CFA

    President, Chief Investment Officer


    Brian Perry, CFP, CFA

    Executive Vice President, Chief Investment Officer

    Pure Financial Advisors

    David Goerz

    Chief Executive Officer, Chief Investment Officer

    Strategic Frontier Management

    Nina Hajjar, CFP

    Partner, Wealth Advisor

    Stratos Wealth Partners

    Laine Schoneberger

    Chief Investment Officer, Managing Partner



    Contact Us


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