For exhibitors
Your audience, all together.
Take advantage of the biggest gathering in the RIA industry. Get in front of a huge crowd of advisors and firm leaders to make connections and show off your newest products and services.
Interested in exhibiting at IMPACT 2025?
We look forward to getting you involved!
About the audience
IMPACT is an annual conference for independent registered investment advisor (RIA) and independent recordkeeper clients of Charles Schwab & Co., Inc. The premier benchmark event of the RIA industry, IMPACT offers world-class keynote speakers, education sessions, integrated third-party relationships, and unique experiences.
RIAs attend this conference to learn new concepts and techniques, to help manage and grow their business by attending a variety of education sessions, and to network with peers. Session topics include practice management strategies, compliance and regulatory issues, investment strategies, financial-planning tools, and technology solutions.
Attending advisory firms vary in size from sole advisor practitioners to RIA firms of 25 to 35 employees. Assets under management range from less than $25 million to more than $5 billion per firm.
Attending RIAs report that they generally serve affluent clients with $500,000 to $5 million in investable assets.
Source: IMPACT 2024 attendees’ self-reported registration data is as of December 4, 2024.
2025 Exhibitor packages
Compare packages- Opportunity to nominate a presenter for a 60‑minute education session (topic, speaker, title, and description to be agreed on with Schwab)
- 20' × 20' exhibit space
- First selection of exhibitor booth placement
- Six full-conference registrations (excludes speakers)
- Opportunity to purchase up to six additional full-conference or day-pass registrations at the published rate; a higher rate will apply for registrations above the published allotment
- Two-time use of pre-event and post-event conference opt-in RIA mailing list
- Two-time use of pre-event and post-event conference opt-in RIA email list
- Exclusive logo placement in Save the Date email (QTY: 86,000)
- Priority logo placement in select conference print, electronic, and on-site materials
- 100-word company description on the Sponsors page of the IMPACT website, Exhibitor Directory, and mobile app
- Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website, Exhibitor Directory, and mobile app
- Invitation for up to four representatives to attend the sponsor reception
- Advertising discounts with select publications
- Opportunity to nominate a presenter for a 60‑minute education session (topic, speaker, title, and description to be agreed on with Schwab)
- 10' × 20' exhibit space
- Opportunity to purchase additional 10' × 10' units for additional fees
- Second selection for exhibitor booth placement
- Six full-conference registrations (excludes speakers)
- Opportunity to purchase up to six additional full-conference or day-pass registrations at the published rate; a higher rate will apply for registrations above the published allotment
- One-time use of pre-event and post-event conference opt-in RIA mailing list
- One-time use of pre-event and post-event conference opt-in RIA email list
- Priority logo placement in select conference print, electronic, and on-site materials
- 100-word company description on the Sponsors page of the IMPACT website, Exhibitor Directory, and mobile app
- Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website, Exhibitor Directory, and mobile app
- Invitation for two representatives to attend the sponsor reception
- Advertising discounts with select publications
- Opportunity to nominate a presenter for a 60-minute education session (topic, speaker, title, and description to be agreed on with Schwab)
- 10' × 10' exhibit space
- Opportunity to purchase additional 10' × 10' units for additional fees
- Third selection of exhibitor booth placement
- Four full-conference registrations (excludes speakers)
- Opportunity to purchase up to four additional full-conference or day-pass registrations at the published rate; a higher rate will apply for registrations above the published allotment
- One-time use of pre-event and post-event conference opt-in RIA mailing list
- One-time use of pre-event and post-event conference opt-in RIA email list
- Priority logo placement in select conference print, electronic, and on-site materials
- 100-word company description on the Sponsors page of the IMPACT website, Exhibitor Directory, and mobile app
- Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website, Exhibitor Directory, and mobile app
- Invitation for two representatives to attend the sponsor reception
- Advertising discounts with select publications
- 10' × 10' exhibit space
- Opportunity to purchase additional 10' × 10' units for additional fees
- Fourth selection of exhibitor booth placement
- Four full-conference registrations
- Opportunity to purchase up to four additional full-conference or day-pass registrations at the published rate; a higher rate will apply for registrations above the published allotment
- One-time use of pre-event and post-event conference opt-in RIA mailing list
- One-time use of pre-event and post-event conference opt-in RIA email list
- Priority logo placement in select conference print, electronic, and on-site materials
- 50-word company description in the Exhibitor Directory and mobile app
- Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website, Exhibitor Directory, and mobile app
- Invitation for two representatives to attend the sponsor reception
- Advertising discounts with select publications
- 10' × 10' exhibit space
- Opportunity to purchase additional 10 × 10' units for additional fees
- Fifth selection of exhibitor booth placement
- Four full-conference registrations
- Opportunity to purchase up to four additional full-conference or day-pass registrations at the published rate; a higher rate will apply for registrations above the published allotment
- One-time use of pre-event and post-event conference opt-in RIA mailing list (excludes email addresses)
- Logo and text placement in select conference print, electronic, and on-site materials
- 35-word company description in the Exhibitor Directory and mobile app
- Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website, Exhibitor Directory, and mobile app
- Invitation for two representatives to attend the sponsor reception
- Advertising discounts with select publications
A higher exhibitor rate may apply to companies without a product on a Schwab platform or an integrated solution.
- 10' × 10' exhibit space
- Exhibitor booth placement assigned by Schwab
- Two full-conference registrations
- Opportunity to purchase up to four additional full-conference or day-pass registrations at the published rate; a higher rate will apply for registrations above the published allotment
- One-time use of pre-event and post-event conference opt-in RIA mailing list (excludes email addresses)
- 35-word company description in the Exhibitor Directory and mobile app
- Logo recognition and hyperlink to your company website from the Exhibitor Directory and mobile app
- Advertising discounts with select publications
This opportunity is exclusively for Schwab Advisor Services™ Provider Listings (OpenView MarketSquare®*) platform participants and Independent Recordkeepers.
- Turnkey kiosk (3' × 3' × 8' estimated dimensions)
- Exhibitor kiosk placement assigned by Schwab
- Two full-conference registrations
- Opportunity to purchase up to two additional full-conference or day-pass registrations at the published rate; a higher rate will apply for registrations above the published allotment
- One-time use of pre-event and post-event conference opt-in RIA mailing list (excludes email addresses)
- 35-word company description in the Exhibitor Directory and mobile app
- Logo recognition and hyperlink to your company website from the Exhibitor Directory and mobile app
- Advertising discounts with select publications
*Schwab OpenView MarketSquare is a product of Schwab Intelligent Technologies®.
Exhibitor FAQ
Prices vary depending on the sponsor or exhibitor package.
If you are interested in additional sponsorship opportunities to further your company’s presence at IMPACT, email us.
Interested in speaking at IMPACT 2025? Indicate your interest here by April 18! Opportunities outside of sponsorship are limited.
Yes. A full-conference or day-pass registration allows exhibitors to attend education sessions, meals, and events. Advisors and independent recordkeepers are given priority seating in the education sessions.
Please refer to the Exhibitor packages section to view the number of registrations your package allows. Schwab reserves the right to limit the number of an exhibiting company’s attendees.
A full-conference registration for sponsors and exhibitors is $1,695 if they register prior to November 4; a higher rate will apply for registrations above the published allotment. Sponsors and exhibitors are not eligible for the advisor and retirement plan provider early-bird registration rate.
Approved companies will receive instructions on how to register their attendees once registration goes live in late July. Attendees must be affiliated with an approved sponsoring or exhibiting company to attend.
All private events held during IMPACT must end 15 minutes prior to—or commence no earlier than 15 minutes after—the scheduled IMPACT activity. No function may be held on the premises of the Colorado Convention Center at any time during the IMPACT conference without Schwab approval.
If approved to participate, the primary admin that registered your company to exhibit will receive a confirmation email with a link to the invoice and payment instructions.
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Expand your presence with ads, commercials, sponsored experiences, or great ideas of your own. Get in touch.
