audience in a conference

Sept 28-30, 2026

Stanly Ranch, Napa, CA

Napa Valley Summit

Join CEOs from top RIA firms for three days of unscripted ideas, real relationships, and unforgettable experiences in Napa

Register Now

Register Now

[About]

The people moving the wealth management industry forward

The Napa Valley Summit brings together the country's most influential CEOs and leaders. Have honest and open discussions with the leading people solving the hardest problems in wealth management today.

a man holding a microphone in his hands
person discussing while standing in front of a large screen in front of people inside dim-lighted room
intended attendees for an event
Keynote

[Why Attend]

What can you expect

Candid Roundtables

Honest conversations in small settings about what's working, what's not, and how operators across the industry are thinking about what comes next.

Operator-Led Keynotes

Hear from leaders who've built and scaled investment platforms, on the decisions that shaped their firms.

Experience Napa

Guided hikes, local tastings, and the Stanly Ranch Resort between sessions.

[Speakers]

Meet the Voices Shaping What’s Next

Learn from the people who've scaled investment platforms, built the infrastructure, and made the technology decisions that shaped their firms. More to be announced.

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Marc Rowan

CEO of Apollo Global Management

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Dan Loeb

CEO of Third Point LLC

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Gary Cohn

Former President & COO of Goldman Sachs

[Partners]

Gathering the
industry's top operators

[Presented by]

[Presented by]

[In partnership with]

[In partnership with]

[FAQ]

Questions Answered

Find answers to commonly asked questions about our event.

How do I secure my spot?

Just fill out the quick form below and we'll take care of the rest. Spots are limited and offered by invitation, so we recommend confirming early.

What's covered, and what am I responsible for?

Guests are responsible for their own travel to and from the resort. Everything else is on us: lodging, meals, sessions, and all on-site experiences throughout the summit.

When should I plan to arrive and depart?

Things kick off at 2:00 PM on Monday, the 28th, so plan to arrive with time to settle in beforehand. Sessions wrap around 2:00 PM on Wednesday, so book departing travel for later that afternoon or evening.

Who else will be there?

You'll be in the company of CEOs and senior leaders from top RIA firms across the country. The group is intentionally small, built for real conversation rather than a crowded conference floor.

What should I wear?

Dress is relaxed and comfortable. Think smart casual for sessions, with layers for outdoor settings and a few activities where you'll want to be on your feet.

[FAQ]

Questions Answered

Find answers to commonly asked questions about our event.

How do I secure my spot?

Just fill out the quick form below and we'll take care of the rest. Spots are limited and offered by invitation, so we recommend confirming early.

What's covered, and what am I responsible for?

Guests are responsible for their own travel to and from the resort. Everything else is on us: lodging, meals, sessions, and all on-site experiences throughout the summit.

When should I plan to arrive and depart?

Things kick off at 2:00 PM on Monday, the 28th, so plan to arrive with time to settle in beforehand. Sessions wrap around 2:00 PM on Wednesday, so book departing travel for later that afternoon or evening.

Who else will be there?

You'll be in the company of CEOs and senior leaders from top RIA firms across the country. The group is intentionally small, built for real conversation rather than a crowded conference floor.

What should I wear?

Dress is relaxed and comfortable. Think smart casual for sessions, with layers for outdoor settings and a few activities where you'll want to be on your feet.

[FAQ]

Questions Answered

Find answers to commonly asked questions about our event.

How do I secure my spot?

Just fill out the quick form below and we'll take care of the rest. Spots are limited and offered by invitation, so we recommend confirming early.

What's covered, and what am I responsible for?

Guests are responsible for their own travel to and from the resort. Everything else is on us: lodging, meals, sessions, and all on-site experiences throughout the summit.

When should I plan to arrive and depart?

Things kick off at 2:00 PM on Monday, the 28th, so plan to arrive with time to settle in beforehand. Sessions wrap around 2:00 PM on Wednesday, so book departing travel for later that afternoon or evening.

Who else will be there?

You'll be in the company of CEOs and senior leaders from top RIA firms across the country. The group is intentionally small, built for real conversation rather than a crowded conference floor.

What should I wear?

Dress is relaxed and comfortable. Think smart casual for sessions, with layers for outdoor settings and a few activities where you'll want to be on your feet.