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LAUNCH
We are the consultancy that sophisticated financial advisors invariably turn to when considering the transition from career advisor to independent entrepreneur.
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EXPLORE
We counsel the country’s preeminent financial advisors to navigate obstacles, clarify opportunities, satiate their unmet curiosities about independence, and dispel misconceptions.
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LIFECYCLE
We are "The Adviser’s Advisor®" throughout their business lifecycle on diverse issues such as inorganic growth, succession planning, mergers & acquisitions, risk, compliance management, business strategy, and exit planning or exit strategies.
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FOR PROSPECTIVE ADVISORS

THE RIA INCUBATOR

The launchpad for the most successful financial advisors pursuing independence.

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FOR EXISTING ADVISORS

COMPLIANCE MANAGEMENT

The leading platform for preeminent advisors to obtain a sophisticated yet scalable compliance solution without compromises.

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FOR FINANCIAL INSTITUTIONS

CUSTOM CONSULTING

Creating opportunities for financial institutions to leverage MarketCounsel’s thought leadership for their stakeholders.

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ABOUT THE FIRM

MarketCounsel is the leading business and regulatory compliance consultancy to the country’s preeminent independent investment advisors throughout all stages of their lifecycle.  From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry and it has emerged as one of its most effective advocates. From the initial launch of an advisor to its regulatory compliance management platform, and from its business growth to its succession strategies, MarketCounsel consistently delivers trusted counsel.

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AWARDS

TESTIMONIALS

To deliver objective advice and innovative and elegant solutions, addressing the complex business challenges faced by independent investment advisors, all within an extraordinary service platform to turn clients and industry partners into evangelists.

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