FOR PROSPECTIVE ADVISORS
THE RIA INCUBATOR
The launchpad for the most successful financial advisors pursuing independence.
FOR EXISTING ADVISORS
COMPLIANCE MANAGEMENT
The leading platform for preeminent advisors to obtain a sophisticated yet scalable compliance solution without compromises.
FOR FINANCIAL INSTITUTIONS
CUSTOM CONSULTING
Creating opportunities for financial institutions to leverage MarketCounsel’s thought leadership for their stakeholders.
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.
AWARDS
2023
WealthManagement Industry Awards
Outstanding Achievement in Compliance / Law Firms: MarketCounsel Consulting | MARK by MarketCounsel
2023
Wealth Solutions Report Top Wealth Management Professional Services Firms
MarketCounsel Consulting
2022
WealthManagement Industry Awards
| Outstanding Achievement in Compliance / Law Firms: MarketCounsel Consulting | MARK by MarketCounsel
2021
WealthManagement Industry Awards
Compliance / Law Firm Initiative of the Year: Hamburger Law Firm | Integrated Transition Intelligence
2020
WealthManagement Industry Awards
Best Compliance / Law Firm: MarketCounsel Consulting | Form CRS Implementation
2020
WealthManagement Industry Awards
Best Succession Ownership Transition Services: MarketCounsel Consulting | Consulting Services
2020
The IA25: Investment Advisor Magazine’s Annual List of the Top Influential People in the Industry
Brian Hamburger
2019
WealthManagement Industry Awards
Best Compliance / Law Firm: MarketCounsel | The MarketCounsel Member Academy Series
2018
WealthManagement Industry Awards
Best Compliance / Law Firm: MarketCounsel | Tactical Compliance™ Program
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.
