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Company info:

RIA department info:

Etcetera:

  • 35 FTEs
  • Founded in 2000

Q&A:

What is the service or product you offer to RIAs?

MarketCounsel is the leading business and regulatory consultancy to some of the country’s preeminent independent investment advisers throughout their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the challenges faced by entrepreneurs in a fast growing industry and has emerged as one of its most effective advocates. For the past 13 years, MarketCounsel has been the leading firm in helping the securities industry’s best and brightest realize their entrepreneurial aspirations and thereafter help them navigate through the complexities of this highly-regulated business.

How do you differentiate your offering from competitors?

From the initial launch of an investment adviser to its outsourced compliance platform to its business growth and succession strategies, MarketCounsel consistently delivers extraordinary service and trusted counsel by leveraging advanced technology and sound business processes. The MarketCounsel Summit is the annual gathering for the country’s top independent investment advisers and serves as the conversation among industry leaders.

MarketCounsel Videos:

MarketCounsel Summit 2013 Experience from MarketCounsel on Vimeo.

MarketCounsel Summit 2013 Opening from MarketCounsel on Vimeo.

What else would you like to say about your business?

Join us at the 2015 MarketCounsel Summit – December 7-10, 2015


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MarketCounsel Summit 2016 – the theme is when the boss calls, you go

The Fontainebleau glitters, but not with newly minted Trumpsters, as Summit chief Brian Hamburger got more than he bargained for with the conference's theme of 'change'

At MarketCounsel, a Ron Rhoades-Skip Schweiss exchange reveals new DOL-rule threat -- a Trump-led compromise creating a mutant strain of the reg that benefits no one

The problem, Rhoades says, is that a pseudo-fiduciary standard asks consumers to assume the burden of knowing what's best for them when it comes to investing, which brings the problem full circle

MarketCounsel Summit weathers Trump mayhem as Scaramucci and Priebus bail and Kellyanne Conway makes a night flight to Miami

A frenzied speaker-substitution effort was capped by a wee-hours lobby stakeout for Conway

The DOL rule is DOA -- and that's just the beginning, says RIA champion Brian Hamburger, law school chum of odds-on chief of staff Reince Priebus

Another Trump advisor, hedge fund biggie Anthony Scaramucci, says the DOL rule is a goner along with other post-'08 consumer firewalls -- but fiduciary advocates see one last bulwark: BICE

Joel Bruckenstein settles suit with Bill Winterberg

The rare internecine RIA dispute caused a wound that can now begin to heal


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