Product name...
Listing name...

Search by letter:

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 
Select a state

NOT LISTED YET?

Adding your company to the RIABiz Directory is simple and quick.


PREMIUM LISTING

$ 950/year

BASIC LISTING

FREE

Add Your Listing

FOR MORE INFO CONTACT:

(360)647-2842

(360) 714-8662


Company info:

RIA department info:

Etcetera:

  • 40 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 Summit 2016 Experience:

MarketCounsel Summit 2016 Opening:

What else would you like to say about your business?

Join us at the 2018 MarketCounsel Summit – December 3-6 2018.

Related listings:


Related articles:

Yet another Goldman Sachs advisor breaks away, risks its legal ire and stands wordlessly by for three months to become an RIA

Gary Hirschberg oversaw $1.4 billion and teamed up with Mindy Daimond and Shirl Penney to join a growing army of people beating a path away from the platinum-brand investment bank

Schwab Advisor Services's 'very tight ship' sprung leak that may signal a flood of SEC actions against custodians, leading to potential crack down on RIAs

The $1.6-trillion RIA custodian in San Francisco settles SEC lawsuit in a day by paying a $2.8 million fine in a case meant to be a 'shot across the bow' of custodians and RIAs, say analysts

LPL issues urgent warning to RIAs: The SEC wolf blew down its home-office door and is combing through records for evidence of mutual fund share class misuse

Andy Kalbaugh emailed a letter to LPL advisors that file their own ADVs as a sort of fair-warning heads up

Purchase of RIA in a Box with reclaimed Barnaby Grist as overseer shows ambition of New York buyer to create compliance 'robo-advisor'

Fresh off big AssetMark score, Aquiline's money talks, saying RIAs must spend big to comply but would like to spend smaller

What to make of a $239M-AUM RIA dwindling to $191M then suing Schwab for $100M as the alleged cause of the asset hemorrhage

Ed Butowsky says the San Francisco-based custodian played politics illegally by using a beltway scandal involving murder, WikiLeaks and collusion as a smokescreen to steal his clients


Registered marketing contacts can edit the listing's content and billing information. Enter the email address of a marketing contact that is registered to your organization and they will be sent an email with instructions to edit this listing.