Gladstone Group's Annual M&A Conference

Welcome to the Gladstone M&A Conference 2024

Unveiling the Future of RIA Mergers and Acquisitions

Join us at the W Hotel in Philadelphia on May 2-3 for the Gladstone M&A Conference, the premier event for professionals in the RIA M&A space. Over two days, you’ll have the opportunity to engage with top industry experts, uncover the latest trends and strategies, and connect with potential partners in an elite setting.

Save the Date: May 2-3, 2024

Location: W Hotel Philadelphia
                                                                    1439 Chestnut St, Philadelphia, PA 19102

Save the Date:  May 2-3, 2024

Location:   W Hotel Philadelphia
                        1439 Chestnut St,
                        Philadelphia, PA 19102

Highlights of the Conference

Keynote Speeches: Hear from the leading voices in wealth management and M&A 

  • M&A “Insiders Update” from Gladstone’s Executives, Michael Bilotta, Derek Bruton and Dan Kreuter
  • Keynote Speaker: Robb Baldwin, CEO of TradePMR
  • Special Guest: Oana Labes, Top LinkedIn Corporate Finance Strategist

nsightful Sessions: Explore topics critical to RIA M&A success in today’s economic climate.

  • Ask the Buyers AND Ask the Sellers panel
  • Steven Clark hosts “Talent-Becoming a Destination Firm” featuring prominent RIAs
  • Specially designed, curated panels to help explode your firm’s growth

Networking Opportunities: Build meaningful connections with over 150 attendees, including founders, principals and thought leaders.

Why Attend

Strategic Insights: Gain actionable strategies from seasoned professionals.

Industry Trends: Stay ahead with the latest insights and forecasts with our “Insiders Update”.

Valuable Connections: Meet potential partners and collaborators.

Register Now: Secure your spot at the forefront of the RIA M&A industry. 


Embark on a journey of discovery, growth, and strategic advancement with us at the Gladstone M&A Conference. We look forward to welcoming you to Philadelphia!







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