Orion Ascent 2026

The Must-Attend Event for Advisors Exploring the RIA Path

Marriott Marquis San Diego
February 24–27, 2026 • San Diego, CA

Thinking About Going RIA?

This Is the Conference for You.

Orion Ascent 2026 is your gateway to transforming your career and practice. Whether you’re just starting to consider the RIA model or actively planning your next steps, this is the premier event designed specifically for advisors like you.

Why Attend Ascent?

Connect with Like-Minded Advisors

Engage with peers who are exploring the same journey, sharing insights, challenges, and success stories. Build a network of forward-thinking advisors ready to take control of their futures.

Learn from Industry Leaders

Gain exclusive access to the industry’s premier vendors, consultants, and experts who specialize in serving RIAs. Discover the solutions and tools you’ll need to thrive as an independent advisor.

Access the RIA Business Model Playbook

Our exclusive RIA Business Model Playbook is your ultimate guide to navigating your path forward. Learn how to evaluate whether rolling up, joining a network, or creating your own RIA is the best fit for you. Walk away with a clear vision of your next steps.

What's in Store for You?

Actionable Insights and Strategies
Explore the benefits, challenges, and opportunities of the RIA model in dynamic sessions and hands-on workshops. Get answers to the questions you’ve been asking — and the ones you haven’t thought of yet.
Expert Guidance Tailored to Wirehouse Advisors
Learn how to leverage your existing expertise and client base to build a thriving RIA practice. Whether you’re looking for autonomy, flexibility, or the tools to scale, this conference will set you up for success.
Unmatched Networking Opportunities
Meet advisors who have already made the leap and vendors who have guided countless firms through the transition. Leave with connections that can help you make an informed, confident decision.

Pricing

$1,399

Access to all in-person content, programming, and exhibit hall
All educational content, entertainment, attendee networking, and connection opportunities with our sponsors
Welcome reception and dinner
Final night party at The Rady Shell, where you’ll feast on gourmet food truck fare and rock out to the ultimate throwback soundtrack with the POP 2000 Tour.
In-person product demos for an exclusive first look at new technology
Exclusive meet-ups organized by peer groups and special interests
Sign up for in-person consultations on Orion tech and services

Pre-Conference

$299

Our pre-conference workshops feature deep-dives on Orion trading, behavioral finance and CE, training for new users of Orion and Redtail technology, and exclusive briefings with Orion leadership.

Guest Pass

$599

Guests are welcome to join the opening night welcome reception and the final night party at The Rady Shell.

Are You Ready to Take the Next Step?

Register Now

Your journey to independence starts at Orion Ascent 2026. Register now to claim your spot and gain the knowledge, connections, and tools you need to transform your career.

Secure your spot at the premier event for wirehouse advisors considering the RIA model.

Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

For financial professional use only. Not intended for public distribution.