Real Advisors.
Real Transformation.
Real Results.
Every advisor’s journey is unique—but the challenges are often the same. Whether it’s breaking free to go independent, launching an RIA, or securing the best deal, we help advisors navigate complex transitions with confidence.
We love celebrating the successes of advisors like you.
Read these real-world case studies of advisors who made bold moves—and see how our expert guidance, strategic negotiation, and industry insights helped them achieve their goals.
Case Study: A Father-Daughter Team’s Breakaway from Edward Jones to LPL Financial
After years with Edward Jones, this father-daughter advisory team knew they had outgrown the limitations of their firm. They wanted greater independence, more investment flexibility, and full control over their careers. But with limited transparency around transition deals, they weren’t sure if they were getting the best offer.
That’s where we stepped in.
Through expert negotiation and real market data, we secured a 20% increase in their transition package—landing them the largest deal ever paid to an Edward Jones team at that time. With the right strategy and support, they made the leap to LPL Financial with confidence, knowing they had maximized their opportunity.
Case Study: Finding the Right Fit—An Advisor’s Strategic Transition
This advisor wasn’t looking for just any move—he wanted the right move. While his firm had served him well for years, staffing challenges and firm limitations made it clear that a change was necessary to take his practice to the next level.
We helped him cut through the noise, curating a short list of high-value opportunities—including unique, under-the-radar firms in his local market. With detailed financial analysis and strategic guidance, we ensured he had a clear understanding of his transition package and the confidence to move forward.
Today, he’s in a firm that aligns with his leadership style, business goals, and vision for long-term success.
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.
Is the firm you’re with underperforming?
Making a career move as a financial advisor is one of the most consequential decisions you’ll face. It’s not just about finding a new firm; it’s about finding the firm—one that aligns with your goals, serves your clients, and positions your practice for long-term success.
