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?
Connect with us to learn more about the opportunity to exhibit at IMPACT.
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 for the RIA industry, IMPACT offers world-class keynote speakers, education sessions, integrated third-party relationships, and unique experiences.
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.
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.
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- 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 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
- 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 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
- 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 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
- 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 in the Exhibitor Directory
- Invitation for two representatives to attend the sponsor reception
- Advertising discounts with select publications
- 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 in the Exhibitor Directory
- Invitation for two representatives to attend the sponsor reception
- Advertising discounts with select publications
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
- Advertising discounts with select publications
- 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
- 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
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 2024? Email us.
