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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.

The Exchange at IMPACT 2025. Indicate your interest to sponsor or exhibit at IMPACT 2026.

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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

Assets under management. 24% greater than $3 billion, 20% between $1 billion and $3 billion, 18% between $501 million and $1 billion, 28% between $101 million and $500 million, 10% between $0 million and $100 million.

Gender. 69% Mr., 28% Mrs., Ms., or Miss, 3% no answer provided.

Role. 41% executive management, 24% client account management or sales & marketing, 22% investments, 9% operations or administration, 1% technology professional, 3% no answer provided.

First time attending IMPACT. 57% no, 43% yes.

Corporate retirement plans managed. 28% 1 to 5 plans, 9% 6 to 10 plans, 6% 11 to 20 plans, 15% greater than 20 plans, 42% does not manage assets.

Source: IMPACT 2025 attendees’ self-reported registration data is as of November 17, 2025.

2026 Exhibitor packages

Compare packages

$180,000 Marquee Sponsor

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

$150,000 Premier Sponsor

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

$130,000 Diamond Sponsor

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

$80,000 Gold Sponsor

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

$50,000 Silver Sponsor

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

$25,000 Exhibitor

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

$16,500 Kiosk

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

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 2026? Indicate your interest by April 15! Opportunities outside of sponsorship are limited.

Want even more brand visibility at IMPACT?

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