We Guide Financial Advisors Through Career Defining Moves and Practice Launches
You have a lot on your plate - serving clients, leading your team, and living your life.
Let Us Help Guide, Organize and Launch Your Biggest Career Move Yet.
Join a new broker-dealer or RIA
Let’s define what the right firm looks like for you: functionally, financially, and culturally. Then, we’ll help secure the best possible deal. And, if you’re launching an independent practice, we’ll guide you every step of the way, from strategy to execution.
Build a new RIA
We start by mapping out your vision—then connect you with the right partners to bring it to life. From custodians and attorneys to CPAs, compliance, and technology, we help you stack all the right pieces.
Think of us as your general contractor, your quarterback, and your trusted partner through the entire process.
Add Advisors
We help you define the role, refine your value proposition, and position your firm to stand out. Then we source candidates who align with your culture, vision, and growth goals—so you can scale with the right people by your side.
What Sets Us Apart
Advisors and Firms choose Muriel Consulting because we offer more than just introductions—we provide strategic, hands-on guidance every step of the way.
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.
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.
What You Need: Wisdom & Relationships
When I left the corporate ranks after 20+ years, advisors in my network started calling. “I’m thinking of moving my practice,” they’d say. “You know the industry. Where should I go?”
That question sparked the idea for Muriel Consulting.
I quickly realized that advisors making a move were underserved. They didn’t need introductions; they could get those on their own. What they needed was strategic guidance, creative problem-solving, and a trusted partner to help them build something lasting. From marketing and HR to client experience and tech infrastructure, we roll up our sleeves and support advisors through every stage of launching or growing their business.
Relationships drive our results. We build close partnerships with the advisors we serve and bring in a trusted circle of attorneys, tech vendors, compliance consultants, and other experts to support their success.
Muriel Consulting was built to do what others don’t. We guide advisors not just to the next door, but through it with confidence.
Advisors making a move often ask: “Is this a good deal?” The truth is, you won’t know—because these deals aren’t public, and advisors can’t always compare notes. That’s where we come in.
As a financial advisor recruiting firm, we see deals every day—across firms, transitions, and structures. We know what’s possible, what’s fair, and the deal levers we can pull. Our data-backed negotiation strategies ensure you don’t just accept an offer—you maximize it.
20% increase in final deal value for one team, securing the largest offer ever given to an Edward Jones team.
Negotiated upfront transition assistance where none was originally expected.
Increased deal terms for every client we’ve worked with.
Most advisors leave money on the table. We make sure you don’t.
Land the Deal You Deserve
Check out our podcast
If you're looking to scale your firm, navigate industry shifts, and take charge of your career, this is the podcast for you. Each episode features bold conversations with top advisors and industry leaders.
Wondering why it's called Kick It Open? Muriel Siebert, the first woman member of the NYSE, famously said: “When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”
Recent Transitions