Orion Ascent

📢 Save the date for Ascent 2027 — Registration opens September 2026. Get notified when registration opens →

Feb 22–25, 2027 · Hyatt Regency Orlando, FL

Orion Ascent 2027: Unlock.

Four days in Orlando for advisors ready to Unlock the next stage of growth.

AI in practice. Community at scale. The ideas that help firms create capacity, deepen client relationships, and drive better outcomes for their clients.

Registration opens September 2026.

Get Notified See 2026 Highlights

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Orion

Ascent 2026 — By the Numbers

2,000+

Advisors & industry leaders

$8T

AUM represented — 20% of the industry

98

Breakout sessions

12

In-person Community Groups

Kitces

Best Conference for Financial Advisors

2026¹

Orion

The 2027 Theme

What does it mean to Unlock?

"Unlock" is a forward-looking theme focused on helping advisors unlock new opportunities for growth in an era transformed by AI. Ascent 2027 combines practical innovation, hands-on learning, and the power of Orion's community to help firms create capacity, deepen client relationships, and accelerate growth.

From visionary keynote presentations to hands-on workshops, AI-focused sessions, and the advisor-led content series Advisors Unlocked, Ascent delivers a dynamic experience designed to help advisors unlock new possibilities across the advisor-client relationship.

Unlock firm growth The most forward-thinking firms grow faster by combining vision with the right partners, tools, and community. Whether you're scaling, planning a succession, or building for the next generation of clients, Ascent is where that growth happens.

Unlock the power of community Through role-based community groups, Women in Wealth and NextGen programming, and peer networking, Ascent connects you with advisors who share your challenges, your ambitions, and your commitment to growth.

Unlock the value of connected technology AI is moving from experimentation to real-world application across the advisor workflow. The opportunity is connecting that intelligence to the systems advisors already rely on, so it drives action — not just insight.

Unlock deeper client outcomes When you unlock your potential, your clients unlock theirs. Personalization at the household level — connected investing, tax-smart trading, coordinated across every account and decision. That's the multiplier.

Orion

From Orion Leadership

Why Unlock. Why Now.

Our clients are among the most forward-thinking firms in the industry, growing faster by combining their vision with the right partners and tools. Ascent 2027 is built for those advisors—where Orion's integrated, AI-native technology and responsive systems and support empower them to move beyond complexity and focus on what matters most: their clients. That's what our Unlock theme represents: helping advisors expand their capacity, deepen client relationships, and lead into what comes next.

Natalie Wolfsen

Chief Executive Officer, Orion

AI is quickly moving from experimentation to real-world application across the advisor workflow. The opportunity now is to connect that intelligence to the systems advisors already rely on, so it drives action not just insight. At Ascent 2027, we’ll focus on how advisors can apply AI in practical ways to expand capacity, streamline operations, and create more meaningful client experiences.

Reed Colley

President, Advisor Technology, Orion

The Ascent theme speaks directly to where wealth management is headed: unlocking personalization at the level of the entire household. The advisors we serve want to manage every account, strategy, and tax decision in a coordinated way that reflects a family's full financial picture. At Ascent 2027, we'll show advisors how connected investing, tax-smart trading, and household-level intelligence unlock deeper personalization and better after-tax outcomes—giving them confidence that every decision supports their clients' long-term goals.

Ron Pruitt

Ron Pruitt, CFA

President, Wealth Management, Orion

Agenda at a Glance

Four days. One city. Unlimited upside.

Arrive Monday, unlock something new every day, and head home Thursday with a real action plan. Full agenda details will be released closer to the event.

Day 1

Feb 22

Monday

Arrivals, optional pre-conference programming, community groups, and welcome reception. The event kicks off before the doors officially open.

Arrivals · Pre-Con

Day 2

Feb 23

Tuesday

Full day of general sessions, breakout discussions, and networking. The main stage goes live and the real conversations begin.

Sessions · Networking

Day 3

Feb 24

Wednesday

Full day of sessions, hands-on learning, and the final night celebration. The biggest ideas land here — and the night to remember.

Sessions · Final Night

Day 4

Feb 25

Thursday

Morning networking and departures. Final connections, last conversations, and the start of putting everything into practice.

Networking · Departures

Full agenda coming soon. Sign up below to be notified when the session schedule, speakers, and registration details are released.

The Ascent Experience

You can't get this anywhere else.

Ascent is designed around the things that move an advisory practice — not a passive conference schedule, but an active four days of building, connecting, and doing.

Advisor-first education

General sessions, breakouts, discussions, and live demonstrations focused on how AI and connected technology are unlocking new possibilities across the advisor-client relationship. Built by and for advisors — not vendors.

The Consultation Room

Book a private 1:1 with an Orion subject matter expert — platform specialists, trading, compliance, planning, and more. At Ascent 2026, advisors booked 776 appointments. Ask the specific question you've been waiting to get answered.

Keynote & evening events

The general session stage features Orion leadership — the CEO and presidents — as well as some of the industry's leading voices. A signature evening experience caps each full day. Ascent doesn't stop when sessions end.

Community Groups

Peer-led forums organized by role — CIO Signal, COO Circle, Compliance Connect, Trade Talk, Next-Gen Advisors, and more. Small-group conversations with people who face the same challenges you do.

CE-eligible sessions

Don't just learn — earn credit hours for CFP®, CIMA®, CPWA®, RMA® designations. Ascent's sessions are designed to count, not just qualify.

Hyatt Regency Orlando

Ascent 2027 is set at the iconic Hyatt Regency in Orlando, FL — a world-class venue for three days of the industry's premier wealthtech event.

Advisors Unlocked

Share Your Unlock Story at Ascent 2027

We're looking for advisors ready to take the stage. If you've unlocked something meaningful — a new way to serve clients, a practice breakthrough, a mindset shift — we want to hear about it. Submit your idea and help shape what Ascent 2027 looks like.

Ascent 2026 Highlights

See what you missed — and don't miss it again.

Sponsor Ascent 2027

Partner with the industry's premier wealthtech event.

Ascent 2027 brings together 2,200+ advisors, asset managers, fintech providers, and wealth management leaders in one room. Two ways to be part of it.

Sponsorship Opportunities

Sponsorship opportunities for Orion Ascent 2027 will support expanded programming and continued event growth. Packages support everything from general session presence to intimate advisor roundtables. More details will be available soon.

sponsorships@orion.com

Media Registration

Members of the press are welcome to request a complimentary media pass to attend Orion Ascent 2027. Pass availability is limited. Please reach out to our media relations team directly.

orion@streetcredpr.com

Frequently Asked Questions

Everything You Need to Know

Orion Ascent is the financial industry's signature wealthtech conference, hosted annually by Orion. Over the past decade, Ascent has emerged as the premier advisor event in the country — bringing together advisors, asset managers, fintech providers, and wealth management leaders for a multi-day experience of general sessions, breakout discussions, peer community building, and hands-on training. Ascent was named one of the Best Conferences for Financial Advisors in 2026 by Kitces.¹

Ascent 2027 takes place February 22–25, 2027, at the Hyatt Regency in Orlando, FL. Arrivals and optional pre-conference programming begin Monday, February 22. The main conference runs Tuesday–Wednesday (February 23–24), with morning networking and departures on Thursday, February 25.

Ascent is built for independent financial advisors, RIA founders and leadership teams, operations leaders, and technology decision-makers at advisory firms. If you run or support an advisory practice and want to grow it, Ascent is for you. We also welcome asset managers, fintech providers, and industry partners through our sponsor and exhibitor program.

"Unlock" is a forward-looking theme about helping advisors unlock new opportunities for growth in an era transformed by AI. It reflects Orion's belief that the best advisors are always moving forward — and Ascent 2027 is built to accelerate that momentum through innovation, hands-on learning, and the power of one of the industry's most engaged advisor communities.

Registration for Ascent 2027 opens in September 2026. Sign up above to be notified as soon as registration goes live — along with agenda announcements, speaker reveals, and early access details.

Sponsorship opportunities for Orion Ascent 2027 are available now. Email sponsorships@orion.com for details. More information on sponsorship packages and benefits will be available soon.

To request a complimentary media pass to attend Orion Ascent 2027, please email orion@streetcredpr.com. Pass availability is limited.

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Tax Season Resources

What does it mean to Unlock?

Why Unlock. Why Now.

Four days. One city. Unlimited upside.