
Large Firm Forum 2026
February 2–4, 2026 | The Royal Sonesta San Juan, Puerto Rico
The Large Firm Forum is NAPFA’s exclusive gathering designed for firms with $1 billion+ in AUM—or those on track to reach that milestone within five years. This two-day event creates a collaborative space for leaders of the nation’s largest and fastest-growing Fee-Only firms to explore strategies, share insights, and address the unique opportunities and challenges that come with scale.
Set against the backdrop of San Juan, Puerto Rico, the 2026 Forum will feature high-level discussions, peer-to-peer networking, and actionable takeaways tailored to the needs of executives from large firms.
Invitations will be sent soon—watch for your chance to join peers at this premier event.

Experience The Royal Sonesta San Juan

Elevate your Large Firm Forum experience by staying at The Royal Sonesta San Juan, a premier oceanfront resort on the golden sands of Isla Verde Beach. Immerse yourself in a vibrant tropical escape, where breathtaking Caribbean views meet modern elegance and warm Puerto Rican hospitality.
Relax in beautifully designed rooms with sweeping ocean vistas, savor gourmet cuisine at the resort’s acclaimed restaurants, or lounge by the lagoon-style pool surrounded by lush gardens. Indulge in rejuvenating treatments at the full-service spa, take a sunset stroll along the beach, or enjoy exclusive access to fitness and wellness amenities.

Booking within the NAPFA room block gives you exclusive perks, including:
- Guaranteed low rates
- Discounted spa services
- Discounted parking
- Complimentary access to the fitness center
Secure your stay early to enjoy the full resort experience, just steps away from all Forum activities.