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The MarketCounsel Summit offers an unparalleled opportunity to engage with the country’s preeminent independent investment advisors. As the capstone event of the conference season, we’re proud to welcome the profession’s top firms and leadership as we host this seminal forum for debate, dialogue, and conversation. At the MarketCounsel Summit, our sponsors are guests too. In fact, they’re an integral part of the community and are woven into the fabric of the event.

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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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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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