The ClientWise Ensemble Leaders' Summit Attendee List

The ClientWise Summit is an invitation-only experience designed exclusively for growth-minded equity owners and senior leaders of elite advisory firms. Attendance is limited to ensure intimate, high-impact conversations among peers who are actively shaping the future of the profession. Each firm must be represented by at least one equity owner to promote decision-maker dialogue and deep strategic engagement.

Confirmed attendees for this year’s Summit include equity owners and executive leaders of Northwestern Mutual from some of the most successful and forward-thinking advisory firms across the country.

There is limited capacity for a select number of ensemble firms who are individually invited.

Updated August 20, 2026