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Put Your Brand in the Middle of it All

If you haven’t had the opportunity to join us before, let me assure you that it is unlike any other industry conference.  At The MarketCounsel Summit, sponsors aren’t relegated to the sidelines; they are an integral part of our community, seamlessly woven into the event’s fabric. Our opening reception is a star-studded spectacle, featuring prominent leaders from throughout the wealth management industry. It’s renowned as a ‘who’s who’ of the RIA ecosystem.  Each year, we strive to discover fresh and innovative ways to deliver value to our sponsors.

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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.

TESTIMONIALS
Just wanted to thank you for allowing me to be at the conference this past week. I really thought it was top notch and I was able to make a ton of contacts. The Dine Arounds were a blast and a great add! Thank you so much and I look forward to being at your event ( if you will have me) next year!!
Michael ViscontiPrudential
Congratulations on another amazing MarketCounsel Summit! Hearing from multiple people how good it is to get back to your event. You all know how to do it and in a year like this one, that’s unbelievably difficult. Appreciate you!
Dan BoltonRiskalyze
This is, without question, one of the few annual “not miss” events of the wealth management space. The entire MarketCounsel team puts on an exclusive financial services capstone event that grants unfettered access to some of the most prominent voices in our industry. Further, the forum-style event allows for engaging discussions that often takes both sides of the issue – a format normally not witnessed at wealth management trade shows.
Tony StichEntrustody
What a great week at #MSUM21. Big shout-out to Brian Hamburger and the MarketCounsel Consulting team for putting together a great conference and bringing some much needed normalcy to our lives. We learned a lot, made some new friends and shared unforgettable experiences. Looking forward to the next one.
Vlad AnghelPractifi
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A Gathering Like None Other.

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The MarketCounsel epitomizes the pinnacle of industry conferences and proudly sits as the capstone to a busy conference season. It hosts leaders from the nation’s premier independent wealth management firms, the industry’s paramount service providers and top journalists. This symposium serves as the canvas for key stakeholders to engage in critical conversations, insightful dialogue and enlightened yet civilized debates.
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