Orion Ascent
Orion Ascent 2027 is a three-day conference held February 22–24 at Hyatt Regency Orlando, designed for entire financial firms to unlock growth through role-specific sessions, offering early bird pricing of $849 with code ASCENT27EB for the first 400 registrants, plus group discounts such as buy 2 get 3rd at 50% off and buy 4 get 5th free.
🎟 Don't Miss Our Limited $849 Ascent Offer — Save $350 With Code ASCENT27EB. Register Now →
🎟 $849 Pricing Promo — Save $350 with code ASCENT27EB at checkout. Register Today →
Feb 22–24, 2027 · Hyatt Regency Orlando, FL
Orion Ascent 2027: Unlock.
Three days in Orlando, built to help your whole firm Unlock the next stage of growth, together.
Dive deep with sessions for every role: advisor, operations, technology, investments, client service. Bring your team — everyone gets something they can put to work on Monday morning.
Register Now Explore the Agenda Sponsor Ascent →
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Orion
Unlock Ascent
Register for Ascent 2027
Ascent is better with your whole team in the room.
Group discounts make it easier to bring everyone: buy 2 registrations and get a 3rd at 50% off, or buy 4 and get a 5th free.
Early Bird Offer
Save $350 on your registration.
Available for the first 400 registrants. Enter the Early Bird promo code ASCENT27EB at checkout when you register — offer ends November 2, 2026.
Current Price
Early
$1,199
per person
Sept 15 – Nov 2, 2026
Regular
$1,399
per person
Nov 3 – Dec 28, 2026
Late
$1,599
per person
Dec 29, 2026 – Feb 22, 2027
Group Pricing
Ascent is built for the whole firm.
These offers help you unlock it.
Bring the team members who help your business grow — your advisor, your COO, your ops team, your CIO. Group discounts apply to full-price registrations at the rate in effect when you register.
Buy 2, get a 3rd at 50% off.
Three attendees, meaningful savings.
Buy 4, get a 5th free.
Bring a full team. The fifth badge is on us.
Ascent 2026 — By the Numbers
2,000+
Advisors & industry leaders
$8 T
AUM represented — 20% of the industry
98
Breakout sessions
12
In-person Community Groups
Kitces
Best Conference for Financial Advisors
20261
Orion
The 2027 Theme
What does it mean to Unlock?
"Unlock" is a forward-looking theme focused on helping advisors unlock new opportunities for growth in an era transformed by AI. Ascent 2027 combines practical innovation, hands-on learning, and the power of Orion's community to help firms create capacity, deepen client relationships, and accelerate growth.
From visionary keynote presentations to hands-on workshops, AI-focused sessions, and the advisor-led content series Advisors Unlocked, Ascent delivers a dynamic experience designed to help advisors unlock new possibilities across the advisor-client relationship.
Unlock firm growth
Unlock the power of community
Unlock the value of connected technology
Unlock deeper client outcomes
Unlock Growth
40%
Orion clients grew nearly 40% faster than non-Orion advisors in 2025.2
Orion
From Ascent Attendees
What Advisors Say About Ascent
[Ascent]'s what we look forward to. It's the highlight.
Andrew Nida Asset Management Group
The lively music, the energy you see from the Orion employees, the excitement you feel.
MacKenzie Bento Main Street Financial Solutions
Keep doing what you did at this conference. It was great. The party was amazing!
Michael Nakashima, CFP® Innovate Financial
I'm rather impressed with Ascent. I didn't realize it was so big.
Ferian Nickelson VestGen Wealth Partners
(The highlight was) meeting our Orion contact in person... Keep up the great work, this was an amazing conference!
Joey Banghart CJC Wealth Management
I was truly amazed by all of it! The venue, food, location, sessions, activities.
Crystal Bernens Alphastar Capital 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.
The one-on-ones were the best part of the conference for me. I learned so much. Will definitely schedule more next year.
Amanda Chapman MKT Advisors LLC
From Orion Leadership
Why Unlock. Why Now.
Our clients are among the most forward-thinking firms in the industry, growing faster by combining their vision with the right partners and tools. Ascent 2027 is built for those advisors—where Orion's integrated, AI-native technology and responsive systems and support empower them to move beyond complexity and focus on what matters most: their clients. That's what our Unlock theme represents: helping advisors expand their capacity, deepen client relationships, and lead into what comes next.
Natalie Wolfsen
Chief Executive Officer, Orion
AI is quickly moving from experimentation to real-world application across the advisor workflow. The opportunity now is to connect that intelligence to the systems advisors already rely on, so it drives action not just insight. At Ascent 2027, we’ll focus on how advisors can apply AI in practical ways to expand capacity, streamline operations, and create more meaningful client experiences.
Reed Colley
President, Advisor Technology, Orion
The Ascent theme speaks directly to where wealth management is headed: unlocking personalization at the level of the entire household. The advisors we serve want to manage every account, strategy, and tax decision in a coordinated way that reflects a family's full financial picture. At Ascent 2027, we'll show advisors how connected investing, tax-smart trading, and household-level intelligence unlock deeper personalization and better after-tax outcomes—giving them confidence that every decision supports their clients' long-term goals.
Ron Pruitt, CFA
President, Wealth Management, Orion
We Want You in Orlando
Ascent 2027 is built for every role at your firm — advisor, ops, tech, investments, client service. Register now before pricing increases November 2.
Agenda at a Glance
Three days. One city. Unlimited upside.
Arrive Monday for community groups, unlock something new every day, and head home Thursday with a real action plan. Full agenda details will be released closer to the event.
Day 1
Feb 22
Monday
Arrivals, community groups, and welcome reception. The event kicks off on day one — the doors open and conversations start.
COMMUNITY GROUPS · Welcome Reception
Day 2
Feb 23
Tuesday
Full day of general sessions, breakout discussions, and networking. The main stage goes live and the real conversations begin.
Sessions · Networking
Day 3
Feb 24
Wednesday
Full day of sessions, hands-on learning, and the final night celebration. The biggest ideas land here — and the night to remember.
Sessions · Final Night
View the full agenda → Sessions, speakers, and the complete schedule are now live.
The Ascent Experience
You can't get this anywhere else.
Ascent is designed around the things that grow an advisory practice — not a passive conference schedule, but an active three days of building, connecting, and doing.
Advisor-first education
General sessions, breakouts, discussions, and live demonstrations focused on how AI and connected technology are unlocking new possibilities across the advisor-client relationship. Built by and for advisors — not vendors.
The Consultation Room
Book a private 1:1 with an Orion subject matter expert — platform specialists, trading, compliance, planning, and more. At Ascent 2026, advisors booked 776 appointments. Ask the specific question you've been waiting to get answered.
Keynote & evening events
The general session stage features Orion leadership — the CEO and presidents — as well as some of the industry's leading voices. A signature evening experience caps each full day. Ascent doesn't stop when sessions end.
Community Groups
Peer-led forums organized by role — CIO Signal, COO Circle, Compliance Connect, Trade Talk, Next-Gen Advisors, and more. Small-group conversations with people who face the same challenges you do.
CE-eligible sessions
Don't just learn — earn credit hours for CFP®, CIMA®, CPWA®, RMA® designations. Ascent's sessions are designed to count, not just qualify.
Hyatt Regency Orlando
Ascent 2027 is set at the iconic Hyatt Regency in Orlando, FL — a world-class venue for three days of the industry's premier wealthtech event.
Ascent 2026 Highlights
See what you missed — and don't miss it again.
Sponsor Ascent 2027
Partner with the industry's premier wealthtech event.
Ascent 2027 brings together 2,200+ advisors, asset managers, fintech providers, and wealth management leaders in one room. Two ways to be part of it.
2,200+
Expected attendees in 2027
760+
Firms represented (2026)
$1.1T+
Attendee assets on Orion (2026)
100+
Exhibitors and sponsors (2026)
Sponsorship
Reach advisors who are ready to invest in growth.
Advisors come to Ascent looking for the tools, insights, and partners that help them grow — and they expect to meet firms like yours. Packages range from exhibit presence and breakout sessions to intimate advisor roundtables and exclusive activations.
"Great networking opportunities with a community of advisors that are embracing technology and willing to learn."
Lauren Klein — Wealth.com
View sponsorship opportunities →
Questions? Email [email protected]
Press
Media registration
Members of the press are welcome to request a complimentary media credential to attend Orion Ascent 2027. Pass availability is limited — reach out to our media relations team directly.
Orion
Ascent 2027
Ready to Unlock? Registration Is Open.
Registration pricing of $1,199 is available through November 2, 2026 — be one of the first 400 registrants and save $350 by using our Early Bird promo code ASCENT27EB at checkout.
Questions about group registration? Email [email protected].
Frequently Asked Questions
Everything You Need to Know
Orion Ascent is the financial industry's signature wealthtech conference, hosted annually by Orion. Over the past decade, Ascent has emerged as the premier advisor event in the country — bringing together advisors, asset managers, fintech providers, and wealth management leaders for a multi-day experience of general sessions, breakout discussions, peer community building, and hands-on training. Ascent was named one of the Best Conferences for Financial Advisors in 2026 by Kitces.1
When and where is Ascent 2027?
Ascent 2027 takes place February 22–24, 2027, at the Hyatt Regency in Orlando, FL. The conference runs three full days — Day 1 (Monday, Feb. 22) opens with community groups, consultation room appointments, and the welcome reception; Days 2 and 3 (Tuesday–Wednesday, Feb. 23–24) feature general sessions, breakouts, networking, and evening events.
Ascent is built for independent financial advisors, RIA founders and leadership teams, operations leaders, and technology decision-makers at advisory firms. If you run or support an advisory practice and want to grow it, Ascent is for you. We also welcome asset managers, fintech providers, and industry partners through our sponsor and exhibitor program.
What is the 2027 "Unlock" theme about?
"Unlock" is a forward-looking theme about helping advisors unlock new opportunities for growth in an era transformed by AI. It reflects Orion's belief that the best advisors are always moving forward — and Ascent 2027 is built to accelerate that momentum through innovation, hands-on learning, and the power of one of the industry's most engaged advisor communities.
Yes! Registration for Ascent 2027 is currently live. Current pricing is $1,199 per person, available through November 2, 2026. Use our Early Bird promotion code ASCENT27EB at checkout for an additional $350 off, available for the first 400 registrants. Register here
What is included with my registration?
Ascent registration covers all access to all in-person content, programming, and exhibit hall; all educational content, entertainment, attendee networking, and connection opportunities with our sponsors; the Ascent welcome reception and dinner; our final night party; in-person product demos; exclusive meet-ups organized by peer groups and special interests; and the opportunity to sign up for in-person consultations on Orion tech and services.
How much is the conference hotel?
Ascent attendees can book a room at the Hyatt Regency Orlando at our negotiated rate of $339/night, plus taxes and fees. The hotel block closes on January 8; if you would like to stay at the conference hotel, you must reserve accommodations by that date. Note: The Hyatt Regency will require attendees to put a credit card on file at booking.
Sponsorship opportunities for Orion Ascent 2027 are available now. Email [email protected] for details. More information on sponsorship packages and benefits will be available soon.
How do I request a media credential?
To request a complimentary media pass to attend Orion Ascent 2027, please email [email protected]. Pass availability is limited.
1Source: The 17 Best Financial Advisor Conferences To Attend In 2026
2Source: 2026 Orion Advisor Wealthtech Survey: In 2025, Orion clients reported an organic asset growth rate that was 39% higher than that of non-Orion clients.
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Relive Ascent 2024
Ascent 2024 was absolutely unstoppable — we can’t wait for next year in Orlando!
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