What is the service or product you offer to RIAs?

MarketCounsel is the leading business and regulatory compliance consultancy to the country's preeminent independent investment advisers throughout all stages of their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry and it has emerged as one of its most effective advocates. From the initial launch of an adviser to its award-winning regulatory compliance management platform, and from its business growth to its succession strategies, MarketCounsel consistently delivers trusted counsel within an extraordinary service experience by leveraging the finest minds in the industry, advanced technology and sound business processes. The firm’s annual event, the MarketCounsel Summit, has become the premier gathering for the country's leading growth-oriented, independent investment advisers and serves as both a spark and catalyst for conversation among the industry’s leaders. For over 20 years, the Hamburger Law Firm has worked side-by-side with its affiliated consultancy, MarketCounsel, developing a stellar reputation of its own by providing a blend of trusted business acumen and legal counsel on investment and securities industry matters – bringing a rarefied depth of expertise to this highly-focused niche. Today, the firm supports business endeavors in and around the securities industry, throughout their lifecycle. They counsel startup investment advisers, manage the employment transition for the industry’s most accomplished advisors, and represent established investment advisers, financial technology firms, broker-dealers, funds, and their corresponding service providers as they navigate a broad array of complex issues faced by growing companies in a highly-regulated space.

How do you differentiate your offering from competitors?

The MarketCounsel companies and the Hamburger Law Firm are a reflection of an unrelenting entrepreneurial drive and genuine desire to provide an unparalleled combination of preeminent counsel and uncompromising service to the investment profession. Beyond their reputation for counsel, MarketCounsel has built community within the wealth management profession by hosting events such as The MarketCounsel Summit, the industry’s capstone event of the year and a forum for debate and dialogue on some of the most critical issues facing leaders of wealth management firms.

What else would you like to say about your business?

Join us at The MarketCounsel Summit on December 4-7, 2023. It’s the wealth management profession's exclusive, invitation-only conference where sponsors have no influence over the agenda. If you'd like to nominate yourself or a colleague for an invitation, please send an email to rsvp@marketcounsel.com.

HamburgerLaw website

MarketCounsel Summit website

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