MarketCounsel Summit 2026

The MarketCounsel Summit is the premier end-of-year gathering for independent RIA leaders. Founded by Brian Hamburger — one of the most respected voices in RIA compliance and strategy — the summit has become the event where the industry’s most influential independent firm leaders come together to reflect on the year, plan for what’s next, and have the strategic conversations that shape the independent advisory channel.

What to expect at MarketCounsel Summit 2026

The MarketCounsel Summit is not a typical conference. There’s no massive exhibitor hall or hundreds of breakout sessions. Instead, it’s a curated gathering of RIA firm leaders, industry executives, and thought leaders focused on the issues that matter most to independent advisors: regulatory strategy, M&A trends, firm valuation, technology infrastructure, succession planning, and the competitive dynamics shaping the RIA landscape.

The attendee profile is exceptionally senior: firm founders, CEOs, managing partners, and the operational leaders running some of the largest and most influential independent advisory firms in the country. The conversations that happen at MarketCounsel often set the tone for the following year’s industry direction.

Why These are the conversations Milemarker is built for.

At the summit, the Milemarker team will be discussing:

• The hidden cost of disconnected technology — what your tech stack really costs when you count the manual reconciliation tax

• How data infrastructure directly impacts firm valuation and attractiveness to acquirers

• Building AI-ready data foundations before your board asks “what’s our AI strategy?”

• The vendor-agnostic approach to data — why your data layer should be independent of any single platform

• What the best-run independent firms are doing differently with their technology infrastructure

Who should connect with us

If you’re an independent RIA leader attending MarketCounsel and you’re thinking about how your technology infrastructure supports your firm’s next chapter — whether that’s growth, acquisition, AI adoption, or positioning for an eventual exit — we should talk. Milemarker works with independent firms of all sizes to build the data infrastructure that makes everything else work better.

See you at MarketCounsel? Reach out to the Milemarker team — let’s close out the year with a conversation about your firm’s data strategy.