Considering a move to RIA? Great firms start with a great design.
We help advisors define their vision, evaluate options, and design the right path before making the move to independence.
Clarity before commitment.
Going independent is one of the biggest decisions of your career. Before you build the firm, you need a clear vision — and the right design.
The Muriel Consulting RIA Design Experience helps you answer the question: “Is independence right for me?”
We guide you through the strategic decisions that define your future — whether that means building your own RIA or joining an existing platform that fits your goals.
Is Your Business RIA Ready?
RIA Design Experience
Before you commit to independence, you need clarity on what your future firm should look like — and how to get there. The RIA Design Experience helps you make that decision with confidence. Together, we walk through the key strategic choices that shape your foundation — from your vision and structure to your partners, platform, and operations.
Start with Your Why
Every great firm begins with a clear purpose. We uncover what’s working, what’s not, and what inspires you about those who’ve gone independent before. Together, we define the goals, values, and must-haves that will shape your future business.
Design Your Framework
We explore the structure of your ideal RIA — from technology and client experience to operations and team design. You’ll gain clarity on custody, compliance, and the partners who best align with your vision.
Build vs. Join Assessment
Independence isn’t one-size-fits-all. We compare payouts, platform fees, and startup costs — and model profitability, enterprise value, and cultural fit — to help you decide whether to build your own firm or join an existing platform.
Roadmap to Execution
You’ll leave with a clear, documented plan to move forward — one that captures your vision and positions you to launch with confidence when the time is right.
Let’s build your future practice the right way — with structure, strategy, and a steady hand guiding every step. Our clients choose us because we offer:
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.Relationships with 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.
