NAPFA 2026 Large Firm Forum
by National Association of Personal Financial Advisors (NAPFA)
The NAPFA 2026 Large Firm Forum is an executive retreat organized by the National Association of Personal Financial Advisors (NAPFA). This event is tailored for leaders of Fee-Only firms managing $1 billion or more in assets under management (AUM), or those on track to reach that milestone within five years. It offers a platform for executives to connect with peers, gain fresh insights, and explore strategies for growth, leadership, and innovation.
The forum covers key topics essential to large firm operations, including strategic growth, talent development, succession planning, mergers and acquisitions, and the integration of emerging technologies like artificial intelligence. Sessions are designed to provide actionable strategies and real-world solutions, fostering a collaborative environment for attendees to share experiences and best practices.
Set against the backdrop of The Royal Sonesta San Juan, the event includes high-level discussions, peer-to-peer networking opportunities, and access to industry experts. Attendees can participate in interactive roundtable discussions, panel sessions, and keynote addresses from notable speakers, enhancing their professional development and expanding their professional networks.
This forum is ideal for firm leaders and next-generation leaders who are navigating the complexities of scaling large firms. It provides a unique opportunity to engage with peers facing similar challenges, exchange honest insights, and leave with actionable strategies to implement immediately, thereby strengthening their firms and leadership teams.
Speakers(3)
Catherine Williams
Head of Practice Management at Dimensional
Catherine Williams is the Head of Practice Management at Dimensional, based in the Charlotte office. She delivers benchmarking and practice management insights to advisors. With over 20 years in the investment industry, Catherine has served as chief operating officer for a large RIA and offered strategic and executive coaching to investment advisors. She hosts the Dimensional podcast series 'Managing Your Practice,' providing insights to help advisors with all aspects of their businesses.
Mark Willoughby, CFA®, CFP®, ACA
Chief Investment Officer at Modera Wealth Management
Mark Willoughby brings nearly 30 years of global wealth management experience to his work with business owners building their companies and personal finances. Before joining Modera Wealth Management in 2001, he held senior roles at Deloitte and Touche, Morgan Stanley, and JPMorgan Chase. At Modera, Mark has served in key leadership positions including Chief Investment Officer, Chief Operating Officer, Chief Compliance Officer, and board member. He has also played a central role in evaluating and integrating several RIA mergers. His background spans three countries, and he has spoken on a range of financial planning and investment topics.
Matt Reiner
Managing Partner at Capital Investment Advisors
Matt Reiner, known as The FutureProof Advisor, is a visionary leader in wealth management with over 15 years of experience. He has helped hundreds of financial advisors scale their firms, enhance client experiences, and drive exponential growth. A bestselling author, speaker, and host of the FutureProof Advisor Podcast, Matt has been featured in The Wall Street Journal, InvestmentNews, Business Insider, and WealthManagement.com. Under his leadership, Capital Investment Advisors grew from $800 million at the peak of the 2008 crash to $7 billion in assets under management across five offices, achieving top 1% organic growth.
Event Details
- Date
- February 2-4, 2026
- 3 days
- Location
- 🇵🇷 San Juan, Puerto Rico
- The Royal Sonesta San Juan
- Pricing
- $849 - $1,070
- Audience
- Leaders of Fee-Only firms managing $1 billion+ in AUM, or those on track to reach that milestone within five years.
- CLE Credits
- Up to 9 NAPFA and CPE credits
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