Our organization was conceived in 2018 by Ric Edelman, one of the nation’s most prominent financial advisors.

In July 2018 Paul Pagnato of Pagnato Karp; Ray Sclafani of ClientWise; Alex Potts, CEO of Loring Ward; and Jamie McIntyre of Rewire Capital joined Ric in Chicago for an initial meeting – and from there the formal organization—then known as the Advisior Blockchain and Crypto Currency Council (ABCC)—was created.

(Actually, the original name was ABCDEFGHI – The Advisor Blockchain and Cryptocurrency Council: Devoted to Developing Economic and Financial Guidance for Holistic Investing. But Ric was getting carried away!)

A second, 2-day event was held two months later in Chicago and attracted more than two dozen experts from the tech, consulting, regulatory, VC and advisory communities, including:

Mike Alfred Co-Founder and CEO, Digital Assets Data
Eric Clarke CEO and Founder, Orion Advisor Services
Robert Gutman Co-Founder, Stone Ridge / CEO, NYDIG
Aviad Haimi-Cohen Co-Founder and Partner, Crypto Lotus
Matt Higginson Partner, McKinsey & Company
Matt Hougan Global Head of Research, Bitwise Asset Management
Mary Catherine Lader COO, Blackrock
Ben Lawsky Head of Regulatory Affairs, Stone Ridge
Joseph Maugeri Managing Director, Corporate Relations, CFP Board
Karl Muth CEO, FRST
Mike O’Keefe President and Co-Founder, PKx
Tyler Page Head of Client Strategies, NYDIG
Paul Pagnato Founder and CEO, PagnatoKarp Wealth Management
John Rome CEO and Co-Founder, Intensity Analytics
Katrina Scott CIO, Mariner Wealth Advisors
Nathana Sharma Partner, Crypto Lotus; Faculty, Singularity University
Sterling Shea Global Head of Wealth and Asset Management, Dow Jones
Ian Sheridan Principal & Co-Founder, Vestigo Ventures
Jack Tatar Managing Partner, Doyle Capital Management
Jason Van De Loo SVP, Product & Marketing, Edelman Financial Engines
Cathie Wood CEO / CIO, ARK Invest

The following March, ABCC partnered with Barron’s to stage a 1½ day event in conjunction with the publication’s Top Independent Advisor Summit in Salt Lake City. More than 155 top advisors and influencers in the digital asset space came together for this successful event.
In August 2019, council members unanimously agreed to change the name to the RIA Digital Assets Council (RIADAC). The new name reflects the industry’s need to be more consumer and investor-friendly.

What began as a small, invitation-only meeting of forward-thinking, influential individuals has become a major organization attracting substantial interest. RIADAC has presented keynote presentations at leading advisor conferences, including Schwab IMPACT, TD Ameritrade LINC, and T3.