Navigate Your Next Move with Confidence
Breaking free to go independent. Launching your own RIA. Finding a broker-dealer that fits your vision. Securing capital for growth. Whatever your next step, we provide expert guidance, real market data, and hands-on support—so you find your perfect fit, land the best deal, and experience a successful transition.
Land the Deal You Deserve
Advisors making a move often ask: “Is this a good deal?” The truth is, you won’t know—because these deals aren’t public, and advisors can’t always compare notes. That’s where we come in.
At Muriel Consulting, we see deals every day—across firms, transitions, and structures. We know what’s possible, what’s fair, and the deal levers we can pull. Our data-backed negotiation strategies ensure you don’t just accept an offer—you maximize it.
20% increase in final deal value for one team, securing the largest offer ever given to an Edward Jones team.
Negotiated upfront transition assistance where none was originally expected.
Increased deal terms for every client we’ve worked with.
Most advisors leave money on the table. We make sure you don’t.
Wondering if it’s time to explore new horizons?
Download The Fit Test: A self-assessment designed to help you determine whether you’re in the right place or if it’s time to explore the possibilities.
Our Services
Firm Transitions – Comprehensive support for advisors moving between broker-dealers or transitioning to independence. Learn More
RIA Moves & Builds – Guidance and execution for advisors building their own RIA or joining an RIA platform. Learn More
Recruiting & Growth – Sourcing top talent to expand and strengthen advisory teams. Learn More
Capital & Liquidity – Securing funding and navigating mergers for business growth. We source growth partners for you and serve as your sounding board.
Launch Support – We assist with branding, HR, client experience, and project leadership to ensure a successful launch. Services are provided directly or through trusted partners as needed. Learn more.
We Go Beyond Traditional Recruiting
Ready to Take the Next Step?
If you’re considering a transition, an RIA build, a recruiting effort, or a capital event, now is the time to start planning.
Explore Options Across the Industry—Your Perfect Fit Awaits
Our goal is to guide you to the ideal firm for your career, whether it’s a top industry name or a unique opportunity that aligns perfectly with your vision. If we haven’t worked with your perfect fit firm yet, we’ll find it—your success is our priority.
What Sets Us Apart
Our clients choose Muriel Consulting because we offer more than just introductions—we provide strategic, hands-on guidance every step of the way. Here’s what makes us different:
Unbiased & Personalized
Advice
As an independent firm, we have no hidden agendas or corporate ties.
Industry Expertise & Relationships
With extensive experience and a vast network, we open doors to the best solutions.
Comprehensive
Support
From vision to execution, we make sure you’re ready for launch day. Our Launch Support services bridge any gaps.
Check out our podcast
If you're looking to scale your firm, navigate industry shifts, and take charge of your career, this is the podcast for you. Each episode features bold conversations with top advisors and industry leaders.
Wondering why it's called Kick It Open? Muriel Siebert, the first woman member of the NYSE, famously said: “When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”
Recent Transitions
Meet Our Founder: Shelby Nicholl, MBA
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I have a unique viewpoint honed from decades of leadership experience at A.G. Edwards (before Wells), Edward Jones and LPL Financial. I understand the behind-the-scenes on firm economics, client experience, products and strategy.
I was in the room when firms were setting the policy on major aspects of your business, including financial planning, transitioning proprietary Money Market funds to other solutions, how to implement DOL regulation and Regulation Best Interest, client pricing and more.
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I’m on your side of the table - always. I say the things to the firms that you can’t, and I get results. In a recent deal, I negotiated a 20% increase in the final stage, landing the highest paying deal (in basis points on AUM) for an Edward Jones team paid by the firm they chose.
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I earned my Series 7 and 66. I know the difference between financial planning approaches. I know what you need in your tech. I attend and present at industry conferences to keep up on tech, compliance, client experience and more.
I have personally talked with thousands of advisors from 100+ firms during my career and bring those learnings and ideas to the advisors I work with.
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I’ve soaked up the good, bad and ugly about the firms, compensation norms, systems, and processes. I talk to advisors just like you every day. I bring those learnings to you.
I am uniquely skilled to navigate large organizations to find the information you need to make a high-confidence decision.
I also remain involved in our industry. I am a founding board member of Women Leaders in Finance and presenter at industry conferences, including RIA Activate and the Washington University Wealth & Asset Management Conference.