# MarketCounsel Consulting

MarketCounsel Consulting is a Consultancy based in St. Petersburg, United States.

## Overview

- **Organization type:** Consultancy
- **Headquarters:** St. Petersburg, United States
- **Region:** North America
- **Address:** St. Petersburg, FL, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** marketcounsel.com
- **LinkedIn:** https://www.linkedin.com/company/marketcounsel

## Regulatory record

- **Reports private funds:** No

## About

MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the independent investment advisors.

## Sectors

- Wealth Management
- Compliance
- Regulatory Consulting
- Financial Services

## People

- Brian Hamburger — President and CEO
- Daniel Bernstein — Chief Regulatory Counsel
- Clifton Schaller — Chief of Operations
- Walter Booker — Managing Director, Administration

## Questions

### Who runs investment decisions at MarketCounsel?

MarketCounsel is not an investment firm and does not manage capital. It is a consultancy. Brian Hamburger serves as President and CEO, overseeing the firm's strategy and operations.

### How does MarketCounsel source proprietary deal flow?

MarketCounsel does not source deals. Its RIA Incubator and consulting services help advisors transition to independence. The firm's event business, including The MarketCounsel Summit, builds community among wealth management leaders.

### Does MarketCounsel participate in fund commitments or only direct deals?

MarketCounsel does not make fund commitments or direct investments. It provides business and regulatory compliance consulting to independent investment advisors.

### What is MarketCounsel's known posture on co-investments alongside external GPs?

MarketCounsel does not participate in co-investments. Its role is advisory, not allocative. It helps RIAs and wealth managers structure their own investment platforms.

## Related profiles

- [Alyeska Investment Group](https://altss.com/profile/alyeska-investment-group)
- [Wefunder](https://altss.com/profile/wefunder)

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Last updated: 2026-06-03T20:00:00.000Z

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