Orion Ascent

🎟 Early Bird Offer — Save $350 with code ASCENT27EB at checkout. Available for the first 400 registrants. Register by Nov 2 →

Feb 22–24, 2027 · Hyatt Regency Orlando, FL

Orion Ascent 2027: Unlock.

Three days in Orlando, built to help your whole firm Unlock the next stage of growth, together.

Dive deep with sessions for every role: advisor, operations, technology, investments, client service. Bring your team — everyone gets something they can put to work on Monday morning.

Orion

Unlock Ascent

Register for Ascent 2027

Ascent is better with your whole team in the room.

Group discounts make it easier to bring everyone: buy 2 registrations and get a 3rd at 50% off, or buy 4 and get a 5th free.

Early Bird Offer

Save $350 on your registration.

Available for the first 400 registrants. Enter the Early Bird promo code ASCENT27EB at checkout when you register — offer ends November 2, 2026.

Current Price

Early

$1,199

per person

Sept 15 – Nov 2, 2026

Regular

$1,399

per person

Nov 3 – Dec 28, 2026

Late

$1,599

per person

Dec 29, 2026 – Feb 22, 2027

Group Pricing

Ascent is built for the whole firm.
These offers help you unlock it.

Bring the team members who help your business grow — your advisor, your COO, your ops team, your CIO. Group discounts apply to full-price registrations at the rate in effect when you register.

Buy 2, get a 3rd at 50% off.

Three attendees, meaningful savings.

Buy 4, get a 5th free.

Bring a full team. The fifth badge is on us.

Ascent 2026 — By the Numbers

2,000+

Advisors & industry leaders

$8T

AUM represented — 20% of the industry

Breakout sessions

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

Unlock the power of community

Unlock the value of connected technology

Unlock deeper client outcomes

Unlock Growth

40%

Orion clients grew nearly 40% faster than non-Orion advisors in 2025.²

Orion

From Ascent Attendees

What Advisors Say About Ascent

[Ascent]'s what we look forward to. It's the highlight.

Andrew Nida Asset Management Group

The lively music, the energy you see from the Orion employees, the excitement you feel.

MacKenzie Bento Main Street Financial Solutions

Keep doing what you did at this conference. It was great. The party was amazing!

Michael Nakashima, CFP® Innovate Financial

I'm rather impressed with Ascent. I didn't realize it was so big.

Ferian Nickelson VestGen Wealth Partners

(The highlight was) meeting our Orion contact in person... Keep up the great work, this was an amazing conference!

Joey Banghart CJC Wealth Management

I was truly amazed by all of it! The venue, food, location, sessions, activities.

Crystal Bernens Alphastar Capital Management

I 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.

The one-on-ones were the best part of the conference for me. I learned so much. Will definitely schedule more next year.

Amanda Chapman MKT Advisors LLC

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

We Want You in Orlando

Ascent 2027 is built for every role at your firm — advisor, ops, tech, investments, client service. Register now before pricing increases November 2.

Agenda at a Glance

Three days. One city. Unlimited upside.

Arrive Monday for community groups, 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, community groups, and welcome reception. The event kicks off on day one — the doors open and conversations start.

COMMUNITY GROUPS · Welcome Reception

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

Full agenda coming soon. Keep watching for updates on Ascent speakers and sessions.

The Ascent Experience

You can't get this anywhere else.

Ascent is designed around the things that grow an advisory practice — not a passive conference schedule, but an active three 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.

Join Us in Orlando

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.

Press

Media registration

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

orion@streetcredpr.com→

Orion

Ascent 2027

Ready to Unlock?
Registration Is Open.

Registration pricing of $1,199 is available through November 2, 2026 — be one of the first 400 registrants and save $350 by using our Early Bird promo code ASCENT27EB at checkout.

Questions about group registration? Email orion@planitincevents.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 22–24, 2027, at the Hyatt Regency in Orlando, FL. The conference runs three full days — Day 1 (Monday, Feb. 22) opens with community groups, consultation room appointments, and the welcome reception; Days 2 and 3 (Tuesday–Wednesday, Feb. 23–24) feature general sessions, breakouts, networking, and evening events.

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.

Yes! Registration for Ascent 2027 is currently live. Current pricing is $1,199 per person, available through November 2, 2026. Use our Early Bird promotion code ASCENT27EB at checkout for an additional $350 off, available for the first 400 registrants. Register here

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.

¹Source: The 17 Best Financial Advisor Conferences To Attend In 2026

²Source: 2026 Orion Advisor Wealthtech Survey: In 2025, Orion clients reported an organic asset growth rate that was 39% higher than that of non-Orion clients.