The MarketCounsel Summit is proud to announce a return to our live format on December 6-9 at the iconic and legendary Fontainebleau Miami Beach. It’s the only invite-only conference where sponsors have no influence over the agenda. If you are a founder or senior executive of a growth-oriented RIA, submit your information below.

The MarketCounsel Summit sits as the industry’s capstone event each year, bringing together the leadership of the country’s preeminent independent investment advisors, their service providers, and both financial and industry media. It’s a forum like no other industry conference – a neutral zone of sorts allowing the profession’s leadership to convene and join in the conversation, engaging dialogue and civilized debate, all with the objective of elevating the role of the independent investment adviser. It’s the last chance of the year to escape the office, assess the landscape, examine the opportunities and threats that lie ahead and plan to implement in the year ahead.

  • Gain firsthand knowledge of the most critical issues affecting your business, evaluate opportunities for growth, distinguish the hazards that lie ahead.
  • Hear unique, yet (often controversial,) perspectives on key business issues.
  • Join the only true masterclass designed for independent RIA business owners.
  • Network among industry leadership.


MarketCounsel Summit Past Event Highlights

“Congratulations on a wonderful and successful Summit!  It was all that I expected and more!  Thanks so much for including me – I learned a lot and met many interesting people.”
– Phyllis Borzi, US Department of Labor #MSUM18
“What a great event! Thank you for the invitation to be a Faculty member at this year’s Summit. It was everything I expected and more. I have heard for years that the MarketCounsel meeting was the best in the industry and now I know why. The venue, agenda, speakers, and attendees were all first class.  Thanks again and I look forward to working with MarketCounsel and the Hamburger Law Firm in the new year.”
– Terry Mullen, Truelytics #MSUM18
“First and foremost, thanks for the great event this year. It was very well done and the content and networking were both excellent!”
– Michael Abelson, AssetMark #MSUM18
“I will become a mainstay at the conference.  I had a great experience this year.”
– Gary Bonner, Avalon Advisors #MSUM18
“The Market Counsel Summit had many recognizable speakers in its line-up and one that left RIA audience members truly impressed and grateful.”
– RIABiz December 2018
“As the last stop on the conference circuit for the year, the MarketCounsel Summit is known for its high-profile speakers, elegant venues and the premium networking experience it gives advisors, select service providers and industry luminaries.”
– ThinkAdvisor December 2017
“…the team at MarketCounsel should be recognized for putting together an impressive event that straddles a CEO summit and RIA event and which seems to relish being impervious to easy categorization.  Part of it is no pay-to-play speakers, part of it is the attention to detail Hamburger puts into the event, the timing and of course the content. But also the fact that they don’t take themselves too seriously – which gives the event a casualness and comradery that is unmatched in the RIA conference industry.”
– RIABiz December 2017
This year’s Summit will far surpass (past Summits) because it’s all centered tightly on the RIA business itself. Conferences are often centered on marketing but when organizers like Brian Hamburger put on their journalist hats and attract news headliners then journalists and marketers alike must tip their caps. He knows that.
– RIABiz December 2017
“Some of the industry’s leading executives offered tips and advice to RIA principals during the annual MarketCounsel Summit, which attracted an elite gathering of power players in the independent planning channel.”
– Financial Planning December 2017
My editor charged me with informally surveying advisors attending the MarketCounsel Summit in Miami Beach last week about what they most recently spent significant capital on — and why.  But dammit if tech didn’t wend its way into those responses. But there was also a decidedly human element, along with grassroots conversations about RIAs growing their business through acquisition, recapitalization, brick-and-mortar upgrades, and of course, technology.  The MarketCounsel Summit provided a backdrop soft Atlantic breezes for these conversations as I talked to hard-driving compliance lawyers and advisors taking respite from oncoming winter back home sipping drinks with mini-umbrella.
– RIABiz December 2016
This year’s summit lived up to its reputation as one of the best conferences in both content and networking opportunities.  It was also one of the smoothest-running events I have attended.  They even had power strips for the press in the first row!  (Thanks, Brian!)
– Wealth Management Today December 2015
The MarketCounsel Summit, one of the foremost gatherings for influential investment advisers, has earned the well-deserved reputation of attracting the most interesting, provocative, and knowledgeable speakers in the industry.
– Fiduciary News February 2015
“Kudos to Brian Hamburger and the MarketCounsel team for closing out the year with the industry’s best conference.”
– RIABiz December 2014