Orion Ascent 2025

Orion Ascent 2025


The Must-Attend Event for Advisors Exploring the RIA Path

Hyatt Regency Orlando 
February 3 – 6, 2025 • Orlando, FL

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What is Orion Ascent?
Thinking About Going RIA?

This Is the Conference for You. 

Orion Ascent 2025 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.

Register for Ascent 2025

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

Most popular
Registration

$1,599

  • 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 Pointe Orlando, featuring five restaurant experiences, live music, entertainment, and more
  • In-person product demos for an exclusive first look at new technology
  • Exclusive meet-ups organized by peer groups and special interests
  • Last chance to sign up for in-person consultations on Orion tech and services
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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 Pointe Orlando.
Are You Ready to Take the Next Step?

Register Now

Your journey to independence starts at Orion Ascent 2025. Register now to claim your spot and gain the knowledge, connections, and tools you need to transform your career. 

Register Now

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