Maximize Your Impact At NAPFA Large Firm Forum 2026
NAPFA Large Firm Forum 2026 is a focused gathering for senior executives at fee-only financial planning firms, providing unparalleled access to decision-makers responsible for key strategic priorities. Taking place February 2–4, 2026 in Charleston, South Carolina, this forum brings together managing partners, firm founders, and operational leaders who own or influence top-tier budgets, technology decisions, and firm-wide growth planning.
This event is purpose-built for leaders overseeing multi-billion dollar AUM firms. Professionals in attendance are often evaluating add-on services, refining tech stacks, and aligning vendor partnerships to scale internal efficiencies and enhance client service. The timing and depth of conversations at NAPFA makes it highly effective for early-stage relationship building with firm principals.
The enriched attendee list from Vendelux offers insight into who is attending ahead of time—including titles, organizational size, regional footprint, and conference objectives—so your outreach can align with firm growth phases, tech adoption cycles, or practice management needs. Getting into top prospects’ calendars before they arrive on-site allows your team to position value more effectively and stand out from post-event follow-ups.
How Sales, Marketing and Revops Teams Can Use This Attendee List
NAPFA Large Firm Forum brings together managing partners, CEOs, and heads of operations from established RIA firms. The enriched attendee list helps sales and marketing teams focus their time and messaging effectively. Segment the attendee list by AUM size, service offering, or geographic region to identify your best-fit prospects early.
Use the enriched data to personalize outreach based on the firm’s maturity level, stated tech goals, or succession planning approach. Teams can schedule meaningful conversations ahead of the event by engaging decision-makers with timely, problem-solving messages aligned to their growth ambitions. Start those conversations early in January so that any in-person follow-up during the forum carries context and momentum.
After the event, stay in front of targets with insight-based follow-ups tied to the sessions they attended or challenges their firm is likely to face this year. Vendor conversations at this forum can often tip the scale on pending tech evaluations—and the attendee data gives your team a strategic entry point on how to get more meetings and build credibility with large, complex firms.
Timing Is Everything
NAPFA Large Firm Forum 2026 takes place February 2–4, 2026. With senior executives and partners attending to make agenda-setting decisions for the first half of the year, February is a critical window to get your solution into consideration. Early outreach in Q4 and early January helps secure conversations and positions your team to drive interest ahead of competing messages attendees will receive onsite.
Using Vendelux, companies can begin outreach before competitors even know who’s attending. Upload a target account list to compare it with the enriched attendee list and focus engagement where it counts. The sooner you start booking meetings with high-value firm leaders, the stronger your outcomes will be throughout the forum.
What’s Included In The NAPFA Large Firm Forum 2026 Attendee List?
Vendelux provides visibility into executives expected to attend NAPFA Large Firm Forum 2026 through a combination of organizer-provided information and predictive insights. Clients can upload a list of target accounts to identify who from their list is attending and filter the broader list based on relevance.
The enriched attendee list contains first and last names, job titles, company names, company websites, locations by city, state, and country, LinkedIn profiles, verified email addresses, and phone numbers where available.
Where Is NAPFA Large Firm Forum 2026?
The event will be hosted in Charleston, South Carolina, United States.
When Is NAPFA Large Firm Forum 2026?
NAPFA Large Firm Forum 2026 is scheduled for February 2–4, 2026.
What Type Of Event Is NAPFA Large Firm Forum 2026?
This is a targeted leadership conference for mid- to large-sized fee-only financial advisory firms. Attendees gather for strategic peer discussion, compliance panel sessions, firm benchmarking workshops, and curated networking. It is designed to support growth, succession planning, talent development, and practice management across the top performing RIA firms in the country.
How Many People Attend NAPFA Large Firm Forum 2026?
The forum typically draws approximately 150–200 attendees, primarily from the United States. Attendees are owners, managing partners, COOs, and CFOs of financial advisory firms managing significant assets under management.
