For exhibitors
A premier opportunity.
IMPACT is the biggest, most important gathering of RIAs in the industry. Get maximum exposure right at the heart of it all. Let us know that you’re interested today.
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 2025 attendees’ self-reported registration data is as of November 17, 2025.
2026 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 and 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 up to four representatives to attend the sponsor reception
- 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 and 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
- 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 and 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
- 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
- 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
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
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
*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 2026? Indicate your interest by April 15! 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 $1,995 if they register prior to October 27; a higher rate will apply for registrations above the published allotment. Sponsors and exhibitors are not eligible for the advisor and retirement plan provider advanced or early-bird registration rate.
Approved companies will receive instructions on how to register their attendees once registration goes live in early June. 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 Thomas M. Menino Convention & Exhibition 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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