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?


Connect with us to learn more about the opportunity to exhibit at IMPACT.

Indicate your interest

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 of the RIA industry, IMPACT offers world-class keynote speakers, education sessions, integrated third-party relationships, and unique experiences.

Why do advisors attend?

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.

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

Source: IMPACT 2024 attendees’ self-reported registration data is as of December 4, 2024.

2024 Exhibitor packages

$165,000 Marquee Sponsor Sold
  • 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
  • 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
  • Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and the Exhibitor Directory
  • Invitation for up to four representatives to attend the sponsor reception
  • Advertising discounts with select publications
$135,000 Premier Sponsor Sold
  • 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
  • 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
  • Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and 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-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
  • 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
  • Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and the Exhibitor Directory
  • Invitation for two representatives to attend the sponsor reception
  • Advertising discounts with select publications
$75,000 Gold Sponsor Sold
  • 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
  • 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
  • Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and the Exhibitor Directory
  • Invitation for two representatives to attend the sponsor reception
  • Advertising discounts with select publications
$45,000 Silver Sponsor Sold
  • 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
  • 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
  • Logo recognition and hyperlink to your company website from the Sponsors page of the IMPACT website and 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' × 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
  • 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' × 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
  • 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®.

Exhibitor FAQ

How much does it cost to exhibit at IMPACT?

Prices for sponsors and exhibitors vary depending on the package. Check back soon. We’re currently finalizing prices for IMPACT 2025.

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 2025? Indicate your interest here by April 18! Opportunities outside of sponsorship are limited.