When and where is Ascent 2027?

February 22 – February 25, 2027 at the Hyatt Regency Orlando, 9801 International Drive, Orlando, FL 32819. The closest airport is Orlando (MCO) Airport, 12.3 miles away.

How much does standard registration for Ascent cost?

Standard Registration: $1,399. It includes access to all in-person content and programming, educational content, entertainment, networking, sponsor connections, a welcome reception and dinner, and the final night party.

What is included with Early Bird registration and when is it available?

Early Bird is $1,199, available September 10 – October 31, 2025, and includes access to in-person content and exhibit hall, educational content and entertainment, receptions and the final night party, product demos, peer meet-ups, and first access to sign up for consultations on Orion tech and services.

What are the Standard and Late registration prices and availability windows?

Standard is $1,299 and available November 1 – December 31, 2025. Late (most popular) is $1,399 and available January 1 – February 24, 2026.

Orion Ascent

Orion Ascent 2025 is a premier three-day conference designed for financial advisors and industry leaders, offering over 100 sponsors, expert keynotes, community networking, and hands-on wealth-tech innovation sessions to help attendees navigate regulatory, technological, and client challenges while fostering growth and collaboration within the advisor community.

All In at Ascent

In today's rapidly evolving financial landscape, looking toward the future has never been more challenging. With mounting expectations from clients, increasing regulatory demands, and fast-moving changes in technology, the stakes are higher than ever for financial advisors and the firms that support them.

But you're not alone. You're already all in for your business — it's time to join forces with your advisor community.

Join us at Ascent 2025, where over 1,500 industry leaders and top advisors will come together to tackle these challenges head-on. Experience in-depth sessions, hear compelling success stories from advisors like you, gain actionable insights, and come home to your community — to connect, spur growth, and most importantly, have a blast.

We’re all in. Are you?

What is Ascent?

Ascent is Orion’s flagship conference — a high-impact, high-energy experience where the most relentless minds in wealth-tech and wealth management gather to shape the future of advice.

Designed for RIAs, dually registered firms, broker-dealers, trust companies, and strategic partners, Ascent brings together a powerful cross-section of the industry for three days of insight, innovation, and inspiration. With 100+ sponsors and exhibitors, world-class keynotes, role-based Community Groups, and one-on-one consultations, it’s where thought leadership meets practical strategy.

Recognized as one of the top conferences for financial advisors, Ascent is purpose-built for professionals who are relentless in their pursuit of better outcomes — for their firms, their clients, and the future of financial advice.

Built for Community. Powered by Purpose.

Why Attend Ascent?

Join Your Community

Forge meaningful connections with advisors, experts, and partners through curated Community Groups, collaborative sessions, and nonstop networking.

Relentless Innovation

Explore the latest in wealth-tech through live demos, hands-on sessions, and one-on-one consultations with the Orion team.

Achieve Growth

Unlock insights, tools, and partnerships designed to fuel relentless growth — for your business, your team, and your client relationships.

Explore the Exhibit Hall

Discover cutting-edge tools, platforms, and ideas from Orion partners who are just as relentless about your growth as you are.

Get a Personalized Consultation

Sit down 1:1 with Orion subject matter experts for hands-on guidance that’s relentlessly focused on your firm’s goals, workflows, and growth strategy.

Gain Knowledge

From CE-credit sessions to expert-led panels, learn from the relentless minds shaping the future of wealth management and advice.

“Best conference for financial advisors”

By Michael Kitces and Three Crowns Marketing.

Join Us In Orlando

Date:

February 22 – February 25, 2027

Location:

Hyatt Regency Orlando

Address:

9801 International Drive, Orlando, FL 32819

Closest Airport:

Orlando (MCO) Airport, 12.3 miles

View the Full Agenda

Ascent isn’t just about content you’ll enjoy — it’s about challenging yourself to be relentless. From cutting-edge industry insights to practice management mastery, every session is designed to sharpen your focus, strengthen your resilience, and fuel the drive that sets great advisors apart. It's not just about learning; it's about pushing you further than you thought possible.

The full agenda is officially here! Check it out now to get a preview of what’s to come, including featured sessions by role, pre-conference exclusives, and meet-ups and experiences, so you can make the most of every second.

Meet Our Keynote Speaker

Tim Grover

Tim Grover, legendary performance coach to icons like Michael Jordan and Kobe Bryant, knows what it means to be relentless. The bestselling author of Relentless and Winning, he’s spent decades shaping the mindset and performance of the world’s greatest champions.

At Ascent 2026, Grover will share the principles of mental toughness, focus, and result-driven performance that define true winners. He'll challenge you to embrace the same relentless drive that fuels elite athletes and high achievers everywhere — leaving you inspired, equipped, and ready to lead with unstoppable clarity and confidence.

What People Are Saying

It was great meeting Orion people. This was a really good conference and I really enjoyed every day. Keep doing what you did at this conference. It was great. The block party was amazing!

— Michael Nakashima, CFP®, Innovate Financial

(The highlight was) meeting our Orion contact in person and meeting some of our strategists in person and learning more about them. Keep up the great work, this was an amazing conference!

— Joey Banghart, CJC Wealth Management

I learned about 4 different technologies that we are going to be implementing when we get back to the office.

— Kevin Korhorn, Korhorn Financial Group, Inc.

I was truly amazed by all of it! The venue, food, location, sessions, activities.

— Crystal Bernens, Alphastar Capital Management

The one-on-ones were the best part of the conference for me. I learned so much in that one-on-one time with the SME. Will definitely schedule more next year.

— Amanda Chapman, MKT Advisors LLC

Pricing

Standard Registration

$1,399

Access to all in-person content, programming, and exhibit hall
All educational content, entertainment, attendee networking, and connection opportunities with our sponsors
Welcome reception and dinner
Final night party at The Rady Shell, where you’ll feast on gourmet food truck fare and rock out to the ultimate throwback soundtrack with the POP 2000 Tour.
In-person product demos for an exclusive first look at new technology
Exclusive meet-ups organized by peer groups and special interests
Sign up for in-person consultations on Orion tech and services

Pre-Conference

Our pre-conference workshops feature deep-dives on Orion trading, behavioral finance and CE, training for new users of Orion and Redtail technology, and exclusive briefings with Orion leadership.

Guest Pass

Guests are welcome to join the opening night welcome reception and the final night party at The Rady Shell.

$649

Pricing Tiers

Early Bird

$1,199

Available September 10 – October 31, 2025.

Access to all in-person content, programming, and exhibit hall
All educational content, entertainment, attendee networking, and connection opportunities with our sponsors
Welcome reception and dinner
Final night party at The Rady Shell, where you’ll feast on gourmet food truck fare and rock out to the ultimate throwback soundtrack with the POP 2000 Tour.
In-person product demos for an exclusive first look at new technology
Exclusive meet-ups organized by peer groups and special interests
First access to sign up for in-person consultations on Orion tech and services

Standard

$1,299

Available November 1 – December 31, 2025.

Access to all in-person content, programming, and exhibit hall
All educational content, entertainment, attendee networking, and connection opportunities with our sponsors
Welcome reception and dinner
Final night party at The Rady Shell, where you’ll feast on gourmet food truck fare and rock out to the ultimate throwback soundtrack with the POP 2000 Tour.
In-person product demos for an exclusive first look at new technology
Exclusive meet-ups organized by peer groups and special interests
Sign up for in-person consultations on Orion tech and services

Late (Most popular)