THE WEALTH MANAGEMENT PROFESSION’S ONLY CONFERENCE FOR RIA FOUNDERS AND THE INDUSTRY'S TOP EXECUTIVES, LIMITED BY INVITATION, AND WHERE SPONSORS YIELD NO INFLUENCE OVER THE CURRICULUM.

ABOUT THE EVENT

Welcome to The MarketCounsel Summit

WE’RE BACK! After a triumphant return in 2021, The MarketCounsel Summit is proud to announce a return to the Four Seasons Las Vegas from December 5-8, 2022. It’s the wealth management profession’s only conference that is both invitation-only and where sponsors only influence is over their sponsorship, not the curriculum. If you are a founder or senior executive of a growth-oriented RIA, you don’t want to miss this.

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.

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Past Event Highlights

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.

NETWORK AMONG INDUSTRY LEADERSHIP​

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.
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