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Ascent 2026
All In at Ascent
In today's rapidly evolving financial landscape, looking toward the future has never been more challenging. With mounting expectations from clients, increasing regulatory demands, and fast-moving changes in technology, the stakes are higher than ever for financial advisors and the firms that support them.
But you're not alone. You're already all in for your business — it's time to join forces with your advisor community.
Join us at Ascent 2025, where over 1,500 industry leaders and top advisors will come together to tackle these challenges head-on. Experience in-depth sessions, hear compelling success stories from advisors like you, gain actionable insights, and come home to your community — to connect, spur growth, and most importantly, have a blast.
We’re all in. Are you?
What is Ascent?
Ascent is Orion’s flagship conference — a high-impact, high-energy experience where the most relentless minds in wealth-tech and wealth management gather to shape the future of advice.
Designed for RIAs, dually registered firms, broker-dealers, trust companies, and strategic partners, Ascent brings together a powerful cross-section of the industry for three days of insight, innovation, and inspiration. With 100+ sponsors and exhibitors, world-class keynotes, role-based Community Groups, and one-on-one consultations, it’s where thought leadership meets practical strategy.
Recognized as one of the top conferences for financial advisors, Ascent is purpose-built for professionals who are relentless in their pursuit of better outcomes — for their firms, their clients, and the future of financial advice.
Built for Community. Powered by Purpose.Why Attend Ascent?
Join Your Community
Forge meaningful connections with advisors, experts, and partners through curated Community Groups, collaborative sessions, and nonstop networking.
Relentless Innovation
Explore the latest in wealth-tech through live demos, hands-on sessions, and one-on-one consultations with the Orion team.
Achieve Growth
Unlock insights, tools, and partnerships designed to fuel relentless growth — for your business, your team, and your client relationships.
Explore the Exhibit Hall
Discover cutting-edge tools, platforms, and ideas from Orion partners who are just as relentless about your growth as you are.
Get a Personalized Consultation
Sit down 1:1 with Orion subject matter experts for hands-on guidance that’s relentlessly focused on your firm’s goals, workflows, and growth strategy.
Gain Knowledge
From CE-credit sessions to expert-led panels, learn from the relentless minds shaping the future of wealth management and advice.
Called a“best conference for financial advisors”
by Michael Kitces¹ and Three Crowns Marketing.²Travel DetailsJoin Us In Orlando
Date:
February 3 – February 6, 2025Location:
Hyatt Regency OrlandoAddress:
9801 International Dr, Orlando, FL 32819Closest Airports:
Orlando (MCO) Airport, 9.8 miles
Orlando Sanford (SFB) Airport, 27.8 miles
Tampa (TPA) Airport, 72.3 miles
Event ContentView the Full Agenda
Ascent delivers content you won't just want to see — you'll crave it. From cutting-edge industry insights to practice management mastery, we serve up engaging, practical sessions led by advisors, for advisors. It's not just about learning; it's about fueling your professional growth in ways you didn't even know you needed.
The full agenda is officially here! Check it out now to get a taste of what’s to come, including featured sessions by role, pre-conference exclusives, meet-ups and experiences, and tailored agendas so you can make the most of every second.
TestimonialsWhat People Are Saying
It was great meeting Orion people. This was a really good conference and I really enjoyed every day. Keep doing what you did at this conference. It was great. The block party was amazing!
— Michael Nakashima, CFP®, Innovate Financial(The highlight was) meeting our Orion contact in person and meeting some of our strategists in person and learning more about them. Keep up the great work, this was an amazing conference!
— Joey Banghart, CJC Wealth ManagementI learned about 4 different technologies that we are going to be implementing when we get back to the office.
— Kevin Korhorn, Korhorn Financial Group, Inc.I was truly amazed by all of it! The venue, food, location, sessions, activities.
— Crystal Bernens, Alphastar Capital ManagementThe one-on-ones were the best part of the conference for me. I learned so much in that one-on-one time with the SME. Will definitely schedule more next year.
— Amanda Chapman, MKT Advisors LLCPricing
$1,099Early Bird
Available August 6 – September 30, 2024.- 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
- First access to sign up for in-person consultations on Orion tech and services
$1,199Standard
Available October 1 – November 13, 2024.- 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
- Sign up for in-person consultations on Orion tech and services
Most popular$1,799Late
Please note: due to increased demand, registration pricing increased to $1,799 on December 16, 2024 (previously $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
Pre-Conference
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
Guests are welcome to join the opening night welcome reception and the final night party at The Pointe Orlando.
Partner With UsSponsor Ascent 2026
Join a relentless community of innovators and influencers shaping the future of advice. With curated connections, brand visibility, and year-round engagement, Ascent delivers more than just booth traffic — it drives lasting impact.
Relive Ascent 2024
Ascent 2024 was absolutely unstoppable — we can’t wait for next year in Orlando!
Everything Else You NeedFAQ
What is Ascent?
Orion Ascent is the industry’s premier financial advisor conference. Our goal is to provide you with an unparalleled educational experience through advisor-led sessions and hands-on workshops and to foster meaningful connections among industry peers and partners — all while offering a dynamic environment filled with excellent food, entertainment, and networking opportunities.
Is it a requirement to sign up for sessions during registration?
No, it is not required. We will notify you when the full agenda is available so you can choose your sessions at that time.
When can I sign up for a session?
We will have the formal agenda announced later this year and will reach out to those that have registered to finalize their schedule. In the meantime, click here to get a sneak peek!
How many sessions will be offered?
We will host over 50 sessions, 30 speakers and 5 deep-dive workshops.
Will there be sessions offering CE credit?
Yes. To determine if a particular session is eligible it will be indicated in the description.
Where can I book hotel accommodations?
You will be prompted to book your hotel when you register. On the final page of registration, you will see a prompt labeled "Request Hotel."
Once clicked, you will be taken to the Ascent room block at the Hyatt Regency where you can book accommodations at our negotiated rate of $289 + $5 Resort Fee/night + tax.
Can I book hotel accommodations after I register?
Yes! There is a link to book your hotel on the confirmation page of registration and in your registration confirmation email.
What happens if I need to cancel?
If you cancel prior to December 1, we will issue a $200 refund. Full refund requests will be reviewed on a case-by-case basis.
What food and beverage is included in the registration fee?
All receptions, dinners, breakfast, lunches and breaks during conference days.
Can I bring a guest?
Yes. A guest pass can be purchased for $599 at the time of registration. The pass permits the guest to gain entrance into the welcome reception on February 3 and the closing evening event on February 5, inclusive of entertainment, cocktails, and dinner.
Register Now
Register today to secure your spot and experience the premier industry event for advisors and the firms that support them. You don’t want to miss it!
¹Source: The 18 Best Financial Advisor Conferences To Attend In 2025, Kitces.com, 2024.
²Source: Top 10 Conferences for Financial Advisors in 2024, Three Crowns Marketing, 2023.
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