Expert Guidance for Advisors Making Big Moves
You need a partner who understands the complexities, has the right industry connections, and provides a thoughtful, strategic, and diligent approach to every decision.
At Muriel Consulting, we don’t leave your future to chance.
Moving Firms is Major League
Navigate Your Transition Like a Pro
Making a career-defining move is one of the most important—and complex—decisions you’ll face as a financial advisor. At Muriel Consulting, we go beyond recruitment to provide hands-on, personalized guidance at every stage of the process, ensuring no detail is left to chance.
We don’t just introduce you to firms; we help you strategically evaluate, plan, and execute your transition. Our team fills the gaps between your broker-dealer or custodian’s services and what you need for a professional, high-impact launch—giving you the best possible start in your new home.
Unlike recruiters tied to specific firms or platforms, we remain completely objective in our recommendations. We’re not beholden to any one company, allowing us to focus solely on what’s best for you, your team, and your clients.
Captive to Independent: Making the Leap
Making a move from a captive firm to creating your own independent practice is a critical career and life decision. You’re leaving a well-known environment for the exciting opportunity to fully own your own practice for the first time. It’s both exhilarating and daunting. We help you navigate this transition with strategic planning and hands-on execution, ensuring a smooth and successful launch into independence.
We specialize in non-solicit, non-protocol moves — which are the toughest.
We’ve compiled a set of videos and how-tos to help.
Independent to Independent: Finding the Right Fit
If you’re already an independent advisor, you might consider making a move for a better financial or technological fit or to take advantage of a succession opportunity. Whatever the situation, this process requires the care that your business—which is likely your largest asset—deserves. Making a move is disruptive to your clients, your team, and you. It’s critical to get the decision right, and we’re here to ensure it’s done thoughtfully and strategically.
Our Process: A Step-by-Step Roadmap
We guide you through every phase of your transition, ensuring a smooth and strategic move. We don’t just introduce you to firms; we help you strategically evaluate, plan, and execute your transition.
Our team fills the gaps between your broker-dealer or custodian’s services and what you need for a professional, high-impact launch—giving you the best possible start in your new home.
Where you work should work for you
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.
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.
How We Are Compensated
Our goal is to serve as your trusted advisor, ensuring you make the best possible choice for your future without any negative financial impact.
For Advisors Transitioning to a New Firm: Most of our services come at no cost to you. We are compensated by the firm you ultimately join. Additionally, many advisors see enhanced financial outcomes due to our industry knowledge and negotiation expertise.
For Buy, Sell, M&A, and Minority Investment Transactions: We are compensated by the acquiring firm in a transaction.
For Advisors Building an RIA Firm: Many RIA custodians offer startup budgets that can help offset our fees. We review these options at the beginning of our engagement and throughout the project as needed.
We also offer a la carte services to ensure your transition or business transformation is seamless. If additional support is needed, we will outline a project scope, and you can decide if and when to engage our team.
To maximize your options, it’s always best to contact us before engaging directly with firms. This ensures we can advocate for you from the start, helping you secure the best possible outcome while keeping our services cost-effective.