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 are proud to announce that The MarketCounsel Summit will once again return to Las Vegas from December 4 through 7, 2023 at the luxurious Green Valley Ranch.  It’s the wealth management profession’s only gathering limited to invited industry, organization and thought leaders where the curriculum is devoid of sponsor influence.  If you are a founder or top executive of a growth-oriented RIA, this is where you want to end the year.

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.

Buzz

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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