Build a new RIA or Join An Existing One?
We Guide You Through It.
Learn About Our Approach
The RIA landscape is evolving quickly.
New custodial options, technology, and platform partnerships emerge every year. Advisors now have two strong paths to independence:
Build your own RIA, designed around your unique vision.
Join an existing platform, leveraging shared infrastructure without giving up control.
Muriel Consulting guides you from exploration to execution - helping you evaluate the options, build your plan and launch with confidence.
Build vs. Join: Which Path is Right for You?
Building Your Own RIA
Owning your RIA means building a firm that reflects your philosophy — your brand, your client experience, and your future. It’s the ultimate in control and customization, but it requires planning and precision.
What it takes:
✔ Entity Formation & Compliance – Establish the right structure and registration path from day one.
✔ Technology & Custodian Alignment – Select the systems and partners that best fit your client model.
✔ Branding & Marketing Strategy – Create an identity that communicates your value clearly and consistently.
✔ Operational & Team Infrastructure – Build workflows and roles that scale as your business grows.
Joining an Existing RIA Platform
If you want independence with a safety net, partnering with an established RIA platform can offer shared resources while keeping your client relationships at the center.
✔ Ready-Made Compliance & Operations – Launch faster with an established, tested infrastructure.
✔ Built-In Technology & Support – Utilize established systems rather than building from scratch.
✔ Optimized Economics – Balance autonomy, support and spend to create a strong foundation for your business’s success.
✔ Community & Shared Resources – Access peer networks, partner benefits and ongoing collaboration.
How We Help
Build vs. join is a key strategic choice. Muriel Consulting will guide you through the decision, helping you weigh control vs. convenience, cost vs. speed, and independence vs. integration.
Our role is to help you design a path that fits your long-term goals — not someone else’s template.
Is Your Business RIA Ready?
Your Move to Independence Deserves a Clear Plan.
Your transition is too important to leave to chance. Let’s build it the right way — with structure, strategy, and a steady hand guiding every step.
Independent, Advisor-First Guidance
We’re not aligned with any one firm, custodian, or platform. That means our guidance stays objective — focused solely on what’s best for you, your clients, and your long-term success.Comprehensive Project Leadership
From entity formation through launch day, we quarterback every detail — managing vendors, timelines, and deliverables so your firm opens smoothly, confidently, and on schedule.Industry Access & Trusted Partners
We bring deep experience and a curated network of custodians, tech providers, compliance firms, and creative partners. We connect you with the right experts at the right time.
