Build or Buy?
We Guide You Through It.
The RIA landscape is evolving quickly. On one hand, it’s easier than ever to establish your own firm from scratch. On another, RIA platform providers offer compelling value stacks of technology, compliance, marketing support and more.
Whether you choose to build from the ground up or join an existing platform, Muriel Consulting provides strategic guidance and execution support to make your transition seamless.
Build vs. Join: Which Path is Right for You?
Building Your Own RIA
Launching an independent RIA provides full autonomy, allowing you to control your firm’s operations, client experience, technology stack, and long-term strategy. However, this path requires meticulous planning and execution.
✔ Entity Formation & Compliance – Structure your firm correctly from day one and navigate SEC/state registration.
✔ Technology & Custodian Selection – Choose the right tech stack and custodial partners to support your business.
✔ Branding & Marketing Strategy – Develop a strong brand presence and client acquisition plan.
✔ Operational & HR Infrastructure – Set up the right team, workflows, and business operations for scalability.
Joining an Existing RIA Platform
If you want independence but prefer to leverage existing infrastructure, an RIA platform can offer built-in compliance, operations, and support while allowing you to focus on client relationships.
✔ Pre-Established Compliance & Operations – Get up and running faster with a tested infrastructure.
✔ Built-In Technology & Support – Utilize established systems rather than building from scratch.
✔ Value Optimization – Maximize earnings while minimizing overhead costs and maintaining optionality for the future.
✔ Community & Resources – Gain access to a network of like-minded advisors and strategic partners.
We help you evaluate both options carefully, ensuring your decision aligns with your long-term goals.
Our RIA Build Process: We Serve as Your Quarterback
Launching or transitioning to an RIA requires a well-structured plan, and we take the lead in orchestrating every component of your transition. As your quarterback, we coordinate the moving pieces, ensuring that every decision and action supports your long-term success.
Your move to independence is too important to leave to chance. Let’s build it the right way.
Why Muriel Consulting?
Independent, Unbiased Guidance – Unlike recruiters or firms tied to specific platforms, we act in your best interest, helping you evaluate all available options objectively.
Comprehensive Project Management – From entity formation to launch day, we provide hands-on execution support.
Industry Connections & Resources – Leverage our deep industry relationships to find the right partners and solutions.
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.
Advisors are asking:
Why are so many advisors moving to the RIA space?
One Reason: Tech Flexibility!
Chuck Failla, CFP and founder of his own RIA and RIA platform shared his perspective on “going RIA.”
One key benefits of going RIA only? Tech innovation! Chuck Failla, CFP and RIA owner shares his perspective.
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.