For Exhibitors

Boost your brand.

IMPACT 2024 is the ideal place to connect with advisors and firm decision makers and raise your brand’s profile. Showcase your latest products and services and make a big impression at the industry’s marquee event.

Interested in exhibiting at IMPACT 2024?


We look forward to getting you involved!

Register to exhibit

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. The premier benchmark event for the RIA industry, IMPACT offers 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 2023 attendees’ self-reported registration data as of October 30, 2023.

Exhibitor packages

Compare packages
$165,000 Marquee Sponsor
  • Opportunity to nominate a presenter for a 60‑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
  • 100-word company description on the Sponsors page of the IMPACT website and Exhibitor Directory
  • Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and Exhibitor Directory
  • Invitation for up to four representatives to attend the sponsor reception
$135,000 Premier Sponsor
  • Opportunity to nominate a presenter for a 60‑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 Sponsors page of the IMPACT website and Exhibitor Directory
  • Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and Exhibitor Directory
  • Invitation for two representatives to attend the sponsor reception
$115,000 Diamond Sponsor
  • Opportunity to nominate a presenter for a 60-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 Sponsors page of the IMPACT website and Exhibitor Directory
  • Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and Exhibitor Directory
  • Invitation for two representatives to attend the sponsor reception
$75,000 Gold Sponsor
  • 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 Exhibitor Directory
  • Invitation for two representatives to attend the sponsor reception
$45,000 Silver Sponsor
  • 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 Exhibitor Directory
  • Invitation for two representatives to attend the sponsor reception
$20,000 Exhibitor

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
$12,500 Kiosk*
  • Turnkey kiosk (3'x3'x8' 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

*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 2024? Let us know! Opportunities are limited.

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 November 19. 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 early August. Attendees must be affiliated with an approved sponsoring or exhibiting company to attend.

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

How do I access my invoices?

If approved to participate, the primary admin that registered your company to exhibit will receive a confirmation email with a link to the invoice.

Want even more brand visibility at IMPACT?

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

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