For Exhibitors

Give your brand a boost.

Exhibiting at IMPACT gets you in front of a steady procession of forward-thinking advisors and industry leaders. It’s the ideal venue to elevate brand awareness and unveil your latest products and services.

Interested in exhibiting at IMPACT 2023?

We look forward to getting you involved!

About the audience

What is IMPACT?

IMPACT is an annual conference for independent registered investment advisor (RIA) and independent recordkeeper clients of Charles Schwab & Co., Inc.; it again includes TD Ameritrade Institutional, expanding the attendee base. IMPACT is the premier benchmark event for the RIA industry, with world-class keynote speakers, education sessions, integrated third-party relationships, and unique experiences.

Why do advisors attend?

Registered investment advisors attend this conference to learn new concepts and techniques, help manage and grow their businesses by attending a variety of education sessions, and network with peers. Session topics include practice management strategies, compliance and regulatory issues, investment strategies, financial-planning tools, and technology solutions.

What is the average business size?

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.

What size portfolios do registered investment advisors manage?

Attending RIAs report that they generally serve affluent clients with $500,000 to $5 million in investable assets.

IMPACT audience profile

All data is for in-person event attendance unless otherwise noted. Source: IMPACT 2022 attendees’ self-reported registration data as of November 16, 2022.

Exhibitor packages

Compare packages

$165,000 Marquee Sponsorship Sold

Opportunity to nominate a presenter for a 75‑minute educational session (topic, speaker, title, and description to be agreed on with Schwab)
20'x20' 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
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 onsite materials
Mobile app banner advertisement
100-word company description on the event website and in the Exhibitor Directory
Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and in the Exhibitor Directory
Invitation for up to four representatives to attend the sponsor reception
Advertising discounts with select publications

$135,000 Premier Sponsorship Sold

Opportunity to nominate a presenter for a 75‑minute educational session (topic, speaker, title, and description to be agreed on with Schwab)
10'x20' exhibit space
Opportunity to purchase additional 10'x10' 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
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 onsite materials
100-word company description on the event website and in the Exhibitor Directory
Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and in the Exhibitor Directory
Invitation for two representatives to attend the sponsor reception
Advertising discounts with select publications

$115,000 Diamond Sponsor Sold

Opportunity to nominate a presenter for a 60 or 75-minute educational session (topic, speaker, title, and description to be agreed on with Schwab)
10'x10' exhibit space
Opportunity to purchase additional 10'x10' 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
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 onsite materials
100-word company description on the event website and in the Exhibitor Directory
Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and in the Exhibitor Directory
Invitation for two representatives to attend the sponsor reception
Advertising discounts with select publications

$75,000 Gold Sponsor Sold

10'x10' exhibit space
Opportunity to purchase additional 10'x10' 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
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 onsite materials
50-word company description in the Exhibitor Directory
Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and in the Exhibitor Directory
Invitation for two representatives to attend the sponsor reception
Advertising discounts with select publications

$45,000 Silver Sponsor Sold

10'x10' exhibit space
Opportunity to purchase additional 10'x10' 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
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 onsite materials
35-word company description in the Exhibitor Directory
Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and in the Exhibitor Directory
Invitation for two representatives to attend the sponsor reception
Advertising discounts with select publications

$20,000 Exhibitor Sold

A higher exhibitor rate may apply to companies without a product on a Schwab platform or an integrated solution.

10'x10' 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
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
Logo recognition and hyperlink to your company website from the Exhibitor Directory
Advertising discounts with select publications

$12,500 Kiosk* Sold

Turnkey kiosk (3'x3'x12' 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
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
Logo recognition and hyperlink to your company website from the Exhibitor Directory
Advertising discounts with select publications

*Schwab Advisor Services™ Provider Listing (Schwab OpenView MarketSquare^®) platform participants and Independent Recordkeepers only. Schwab OpenView MarketSquare Is a product of Schwab Intelligent Technologies^® (SIT).

Exhibitor FAQ

How much does it cost to exhibit at IMPACT?

Prices vary depending on the sponsor or exhibitor package.

How do I find out about additional sponsorship opportunities?

If you are interested in additional sponsorship opportunities to further your company’s presence at IMPACT, email us.

How can I nominate a speaker for an education session at IMPACT?

Interested in speaking at IMPACT 2023? Email us.

Can I attend education sessions?

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.

How many registrations may I secure?

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.

What are the costs of additional representatives beyond those included in my exhibitor package?

A full-conference registration for sponsors and exhibitors is $1,275 if they register prior to October 24. The onsite rate of $1,375 begins October 24 and extends through the end of the event. Sponsors and exhibitors are not eligible for the advisor and retirement plan provider early-bird registration rate.

How do I register my company attendees?

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.

Can I bring a guest?

We’re glad you know someone who’s interested in our event! However, this event is for invited participants only and we are not able to accommodate guests. We want to be sure our focus remains on leading our industry and empowering advisors to better serve their clients. As IMPACT and its attendance grow, we’re committed to giving advisors the best and most valuable experience possible.

When may I host private meetings or events?

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 Pennsylvania Convention Center at any time during the IMPACT conference without Schwab approval.

May I use IMPACT in my marketing collateral or communication?

The use of Charles Schwab & Co., Inc., or any of its affiliates in marketing collateral is prohibited. Please review the Marketing Guidelines provided via the Sponsor & Exhibitor Resource Center. Any reference to IMPACT must be approved by IMPACT prior to production and mailing. Forward your marketing piece or email to IMPACTexhibitors@schwab.com. Please allow five to eight business days for approval.

How do I access the exhibitor kit?

Approved exhibitors may access the exhibitor kit in late August via the Sponsor & Exhibitor Resource Center.

What are the hours of The Exchange?

Tuesday, October 24: 4:00 p.m.–6:30 p.m.
Wednesday, October 25: 7:30 a.m.–6:45 p.m.
Thursday, October 26: 7:30 a.m.–5:30 p.m.

When does my firm need to load in?

Booths must be “show ready” by (time TBD) on Tuesday, October 24, 2023. If your booth is not set up by that time, the contracted show decorator will set it up and additional expenses will be incurred by your company firm. Booths may not be set up on Wednesday, October 25.

When will my booth number be available?

Booth numbers are assigned in late August and will be available for viewing via the Sponsor & Exhibitor Resource Center.

When will the registered pre-attendee list be available?

The registered pre-attendee list will be made available in late September via the Sponsor & Exhibitor Resource Center.

How do I access my invoices?

You may view and download your invoices via the Sponsor & Exhibitor Resource Center.

Want even more brand visibility at IMPACT?

Expand your presence with ads, commercials, sponsored experiences, or great ideas of your own.