Making IMPACT possible.

Thanks to our sponsors, who make it possible for IMPACT to be the RIA industry’s premier event. Their generosity and leadership propel us all forward. Check back often as more sponsors are added!

Marquee Premier Diamond Gold Silver

T. Rowe Price

T. Rowe Price, a global investment management firm with $1.57 trillion in assets under management (as of June 30, 2024), focused on helping investors achieve more confident futures. For more than 80 years, our strategic investing approach has driven independent thinking and rigorous research—informing better decision-making and prudent risk management. We partner with financial professionals to match diverse client needs with a comprehensive platform of solutions—including active U.S., international, and global strategies; target date, model portfolio, and other multi-asset solutions; and a range of investment vehicles from mutual funds to ETFs, SMAs, ALTs and CITs.

BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.

Orion

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets (as of December 31, 2023) and supports over six million technology accounts and thousands of independent advisory firms. Today, 12 out of the Top 15 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors.

¹Source: 2023 Top 100 RIA Firms, Barron’s, 2023.

Capital Group

Since 1931, Capital Group, home of American Funds^®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2023, Capital Group manages $2.5 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.

Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.

Cliffwater

Cliffwater has been defining alternatives for twenty years. An independent investment adviser and asset manager, the firm provides proprietary research, revolutionary indexes, advisory services, and investment solutions. Cliffwater’s innovative funds have helped evolve and enhance how investors access private markets. We continue to partner with clients in pursuing their investment goals by building better performing portfolios with meaningful allocations across alternatives.

Nuveen

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $1.2 trillion in assets under management as of December 31, 2023, and operations in 27 countries. Its investment specialists offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.

PGIM Investments

At PGIM Investments, we provide access to active investment strategies across the global markets in the pursuit of consistent outperformance for investors. We’re part of PGIM, the global investment management business of Prudential Financial, Inc. and a company that individuals and businesses have trusted for over 140 years. Our scale and investment experience allow us to deliver a diversified suite of actively managed solutions across a broad spectrum of asset classes and investment styles.

Schwab Asset Management

Schwab Asset Management offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. As part of the Charles Schwab organization, we champion the needs of investors and seek to enhance the financial lives of our clients in all we do. Operating our business through clients’ eyes and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them. Established in 1989, the firm manages more than $1 trillion in assets and draws on the knowledge and expertise of more than 120 investment professionals (figures as of December 31, 2023).

Ariel Investments

Headquartered in Chicago with offices in New York City, San Francisco and Sydney, Ariel Investments, LLC is a global value-oriented asset management firm founded in 1983. Ariel serves individual and institutional investors through no-load mutual funds, collective investment trusts, private funds and separate account strategies. The firm’s client-centric investment approach is rooted in four core values: Active Patience^®, Independent Thinking, Focused Expertise and Bold Teamwork. As of March 31, 2024, Ariel’s assets under management totaled approximately $15 billion, including those from its private equity arm Ariel Alternatives. Ariel Alternatives’ inaugural fund Project Black^® aims to scale sustainable minority-owned businesses to serve as leading vendors to Fortune 500 companies – supporting supply chain diversity.

Blackstone

Blackstone is the world’s largest alternative asset manager¹. We seek to deliver compelling returns for institutional and individual investors by strengthening the companies in which we invest. Our more than $1 trillion in assets under management (as of August 2024) include global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries and hedge funds.

¹Reflects Preqin data as of September 30, 2023

Cohen & Steers

Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. The firm offers its actively managed strategies in a variety of vehicles to meet the unique requirements of our clients globally, including U.S. open and closed-end mutual funds, separate accounts, collective investment trusts (CITs), Société d’Investissement à Capital Variable (SICAV), and private funds. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.

Gabelli Funds

Gabelli Funds offers a recognized range of funds managed by experienced investment professionals under the Gabelli, GAMCO, Teton, and Keeley-Teton brands. The common threads across our funds include the focus on fundamental research, a consistently applied investment process, and our commitment to generating outstanding risk-adjusted returns. Gabelli Funds, LLC, is a wholly owned subsidiary of GAMCO Investors, Inc., a publicly traded company whose investment management business was founded in 1977. GAMCO, through its subsidiaries and affiliates, manages open- and closed-end funds, actively managed exchange-traded funds, private advisory accounts and investment partnerships offering a comprehensive suite of investment choices for our clients and financial professionals.

Invesco

Invesco is an independent investment management company built to help individual investors, financial professionals, and institutions achieve their financial goals. We offer a range of investment strategies across asset classes, investment styles, and geographies. Our asset management capabilities include mutual funds, ETFs, SMAs, model portfolios, indexing and insurance solutions, and more.

KKR

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group.

PIMCO

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help provide our clients with an edge as they pursue their long-term goals.