Ascent 2025
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?
Orion Ascent is three unstoppable, inspiring days jam-packed with exceptional, advisor-led education; hands-on workshops; time to truly connect with peers, partners, and prospects; fantastic food and entertainment, and so much more.
Why Attend Ascent?
Build Connections
Engage with your advisor community to expand your network and meet with your Orion team one-on-one — plus peers, partners, and prospects.
Innovate With Us
Be among the first to experience Orion's newest technology and key initiatives — designed to help transform your business.
Achieve Growth
Gain a competitive edge from the industry's most influential thought leaders, trailblazing innovators, and difference-makers.
Explore the Exhibit Hall
Connect with Orion strategists and integration partners to discover innovative solutions that can enhance your practice and drive success.
Get a Personalized Consultation
Take advantage of our consultation appointments to receive personalized guidance. Meet one-on-one with Orion subject matter authorities to get tailored advice and insights that address your unique challenges and opportunities.
Gain Knowledge
Explore captivating content by industry-renowned speakers, tailored for you and your business. Learn how to leverage Orion's cutting-edge technology and wealth solutions to spur growth and empower your team.
“best conference for financial advisors”
Join Us In Orlando
Date:
February 3 – February 6, 2025
Location:
Hyatt Regency Orlando
Address:
9801 International Dr, Orlando, FL 32819
Closest Airports:
Orlando (MCO) Airport, 9.8 miles
Orlando Sanford (SFB) Airport, 27.8 miles
Tampa (TPA) Airport, 72.3 miles
View 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.
What 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!
(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!
I learned about 4 different technologies that we are going to be implementing when we get back to the office.
I was truly amazed by all of it! The venue, food, location, sessions, activities.
The 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.
Pricing
Early Bird
- 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
Standard
- 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
Late
- 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.
Sponsor Ascent 2025
Stand out as an industry leader and become part of the Orion community by sponsoring Ascent 2025. We offer an array of sponsorship opportunities — including customizable activations, thought leadership, and more. Become an official sponsor today!
Premier Sponsors
Relive Ascent 2024
Ascent 2024 was absolutely unstoppable — we can’t wait for next year in Orlando!
FAQ
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 10 Best Financial Advisor Conferences To Attend In 2024, Kitces.com, 2023.
²Source: Top 10 Conferences for Financial Advisors in 2024, Three Crowns Marketing, 2023.
Compliance Code: 2 5 7 3, Orion Advisor Solutions, Ascent 2025, October 7, 2024 2573-OAS-ASC-10/7/2024