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 2022?
We look forward to getting you involved!
on this page
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
Source: IMPACT 2021 virtual event attendees’ self-reported registration data as of October 26, 2021.
Exhibitor packages
Compare packages$165,000 Marquee Sponsorship 
- 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 on-site materials
- Full-page, color, interior advertisement in the event guide
- 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
- 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
- Onetime use of pre-event and post-event conference opt-in RIA mailing list
- Onetime 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
- Full-page, color, interior advertisement in the event guide
- 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
- 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
- Onetime use of pre-event and post-event conference opt-in RIA mailing list
- Onetime 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
- Full-page, color, interior advertisement in the event guide
- 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
- 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
- Onetime use of pre-event and post-event conference opt-in RIA mailing list
- Onetime 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
- Half-page, color, interior advertisement in the event guide
- Opportunity to upgrade half-page ad to full-page ad for an additional fee
- 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
- 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
- Onetime 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 in the Exhibitor Directory
- Invitation for two representatives to attend the sponsor reception
- Advertising discounts with select publications
$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
- Onetime 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*
- 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
- Onetime 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. See the Sponsor and exhibitor packages section.
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?
Email us for more information about how to nominate a speaker.
Can I attend the education sessions?
A full conference registration allows sponsors to attend education sessions.
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—scheduled sessions or activities. No function may be held on the premises of the Colorado Convention Center at any time without Schwab approval.
How many registrations may I secure?
Please refer to the Sponsor and exhibitor packages section to view the number of registrations each package includes. Schwab reserves the right to limit the number of a sponsoring company’s attendees.
How do I register my company attendees?
Approved companies may register attendees via the Sponsor & Exhibitor Resource Center when registration goes live in mid-July. Attendees must be affiliated with an approved sponsoring company to attend.
May I incorporate the IMPACT logo in my direct-mail marketing?
The use of Charles Schwab & Co., Inc., or any of its affiliates in marketing collateral is prohibited. Sponsors who wish to reference IMPACT must have their direct-mail piece approved by IMPACT prior to production and mailing. Forward your direct-mail piece or email your request for a high-resolution IMPACT logo to IMPACTexhibitors@schwab.com. Please allow five to eight business days for approval.
When will the registered pre-event attendee list be available?
The registered pre-event attendee list will be made available in early October 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.
