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.
We Go Beyond Traditional Recruiting
Our Services
Firm Transitions – Making a move? Whether shifting broker-dealers or going independent, we guide you through every step, ensuring the right fit and a seamless transition. Learn More
RIA Moves & Builds – Ready to launch or join an RIA? We help structure, plan, and execute a scalable, compliant, and successful transition. Learn More
Recruiting & Growth – Looking to expand? We source and onboard top advisor talent to strengthen your team and drive long-term success. Learn More
Capital & Liquidity – Need funding or planning an M&A deal? We help advisors secure capital, plan liquidity events, and navigate mergers. Learn More
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.
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.