Upcoming · exhibitor list · Investment Banking & Capital Markets

Investment Adviser Compliance Conference 2027: 28 exhibitors & sponsors

Investment Adviser Compliance Conference 2027 has 28 exhibitors and sponsors listed so far, heading to TBA. Enterprise Software is the biggest block on the floor at 22% of the companies we matched, ahead of management & strategy consulting and legal services & legaltech. 24 of them were also at Investment Adviser Compliance Conference 2026; 24 from that list aren’t on this one yet.

3–5 Mar 2027TBAOrganised by Investment Adviser AssociationOfficial site ↗
28
exhibitors & sponsors listed so far
as of 5 Nov 2026
3
headquarters countries
most from United States
50%
of Investment Adviser Compliance Conference 2026's exhibitors are back
24 companies
12
sectors represented

The show floor, by sector

Each square is a company we matched to a profile, grouped by its main sector. Enterprise Software makes up 22% of Investment Adviser Compliance Conference 2027; the gray block is the other 6 sectors combined.

  • Enterprise Software 5 · 22%
  • Management & Strategy Consulting 3 · 13%
  • Legal Services & Legaltech 3 · 13%
  • Financial Services (diversified) 2 · 8.7%
  • Branding, Design & Creative Services 2 · 8.7%
  • Asset & Wealth Management 2 · 8.7%
  • Everything else 6 · 26%

Each square is one company.

Who exhibits at Investment Adviser Compliance Conference

Company size and headquarters for the 23 exhibitors we matched. A mid-market floor: 61% have 51–1,000 employees.

Company size (employees)
  • 2–101 · 4.3%
  • 11–504 · 17%
  • 51–2007 · 30%
  • 201–5007 · 30%
  • 1,001–5,0003 · 13%
  • 10,001+1 · 4.3%
Headquarters country
  • United States21 · 91%
  • France1 · 4.3%
  • Canada1 · 4.3%

24 came back from 2026

Comparing Investment Adviser Compliance Conference 2027’s list with Investment Adviser Compliance Conference 2026. For organisers, the companies that haven’t re-booked yet are the warmest list there is — they already know the show.

Not listed yet24were at Investment Adviser Compliance Conference 2026, not on the list so far Investment Adviser Compliance Conference 2027
Returning24at both — 50% of Investment Adviser Compliance Conference 2026’s companies
New4first seen at Investment Adviser Compliance Conference 2027 — 14% of this year’s list
At 2026, not listed yet
  • WilmerHaleLegal Services & Legaltech · 1,001–5,000 staff · United States
  • BroadridgeFinancial Services (diversified) · 10,001+ staff · United States
  • KrollFinancial Services (diversified) · 5,001–10,000 staff · United States
  • FINRAFinancial Services (diversified) · 1,001–5,000 staff · United States
  • K&L GatesLegal Services & Legaltech · 1,001–5,000 staff · United States
  • Ropes & Gray LLPLegal Services & Legaltech · 1,001–5,000 staff · United States
  • Katten Muchin Rosenman LLPLegal Services & Legaltech · 1,001–5,000 staff · United States
  • Optima PartnersManagement & Strategy Consulting · 51–200 staff · United States
New for 2027
  • StratifiIT Services & Consulting · 2–10 staff · Canada

Investment Adviser Compliance Conference 2027 exhibitor list

The first 13 of 28: sponsors and exhibitors from the show’s core sectors first. The full list adds every company, its website, and the people to contact.

CompanyIndustrySizeHQRole
Charles Schwab
aboutschwab.com
Financial Services (diversified)10,001+United StatesExhibitor
Egnyte
egnyte.com
Enterprise Software1,001–5,000United StatesExhibitor
ACA Group
acaglobal.com
Management & Strategy Consulting1,001–5,000United StatesExhibitor
SS&C Advent
advent.com
Asset & Wealth Management1,001–5,000United StatesExhibitor
Ncontracts
Enterprise Software201–500United StatesExhibitor
Stradley Ronon
stradley.com
Legal Services & Legaltech201–500United StatesExhibitor
MCO (MyComplianceOffice)
mycomplianceoffice.com
Enterprise Software201–500United StatesExhibitor
Comply
comply.com
Legal Services & Legaltech201–500United StatesExhibitor
Ridgeline
ridgeline.ai
Asset & Wealth Management201–500United StatesExhibitor
RegEd
reged.com
Legal Services & Legaltech201–500United StatesExhibitor
Hadrius
hadrius.com
Enterprise Software51–200United StatesExhibitor
Quest CE
questce.com
Financial Services (diversified)51–200United StatesExhibitor
MirrorWeb
mirrorweb.com
Enterprise Software51–200United StatesExhibitor
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Investment Adviser Compliance Conference exhibitors also show up at

The events sharing the most exhibitors with Investment Adviser Compliance Conference 2027. 30% of the companies we matched here also exhibit at Charles Schwab IMPACT 2026.

What people do with this list

Selling to exhibitors

Book meetings before Investment Adviser Compliance Conference opens

We'll walk you through all 28 companies and the decision-makers at each, then RocketSDR can research every account and write the outreach. Start now and you’re in their calendar before the show floor fills up.

Running an event

Find sponsors among companies that exhibit at shows like this

Exhibitors at Investment Adviser Compliance Conference and Charles Schwab IMPACT already budget for events in your space. We find the ones that fit your audience and the person who signs off on sponsorship.

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Investment Adviser Compliance Conference 2027: quick answers

How many companies exhibit at Investment Adviser Compliance Conference 2027?

28 companies are listed as exhibitors or sponsors at Investment Adviser Compliance Conference 2027 so far, as of 5 Nov 2026. Of those, 28 as exhibitors; the rest come from combined exhibitor and sponsor lists. We matched 23 of them to a company profile with industry, size and headquarters.

What industries exhibit at Investment Adviser Compliance Conference 2027?

Among the 23 exhibitors we matched, the largest groups are Enterprise Software (22%), Management & Strategy Consulting (13%), Legal Services & Legaltech (13%). In total they span 12 sectors.

Where are Investment Adviser Compliance Conference exhibitors from?

Exhibitors we matched are headquartered in 3 countries. The most represented are United States (21), France (1), Canada (1).

How many Investment Adviser Compliance Conference 2026 exhibitors returned for 2027?

24 companies from Investment Adviser Compliance Conference 2026's list of 48 are on the Investment Adviser Compliance Conference 2027 list so far (50%). 4 companies are new this year, and 24 are not listed yet.

Turn the Investment Adviser Compliance Conference list into meetings

RocketSDR finds the right person at every exhibitor, researches each account, and runs personalised outreach across email and LinkedIn — so you walk into the show with meetings booked.