Barron's Top Independent Advisor Summit


The Barron’s Advisor Independent Summit is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This invitation-only event offers the top independent practitioners a unique opportunity to interface and network with the peers who best understand their businesses. Offered by Barron’s Advisor since 2009, this curated experience has become the premier annual event for ranked independent advisors, with content designed to highlight the best practices and specific needs of independent advisors. 

Meet Us There

Event Details

Date:March 15-17

Location:Dallas, TX

Register Here

Meet Our Team


Bruce Warren

VP of Sales


Susie McEuen

Strategic Markets VP


Schedule a Time to Meet with Us