Market Counsel Summit


The MarketCounsel Summit is the wealth management profession's only conference that is both invitation-only and where sponsors' only influence is over their sponsorship, not the curriculum. 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. If you are a founder or senior executive of a growth-oriented RIA, you don't want to miss this!

Event Details

Date:December 5-8, 2022

Location:Las Vegas, NV

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Meet Our Team

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Bruce Warren

Advisory Lending Vice President


Adam Farag

Advisory Lending Vice President

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