Looking to move

1 reply [Last post]
regreprob's picture
Joined: 2009-04-29

I recently joined an RIA platform thats not all that it was promised. I'm thinking about moving to a different platform because I don't really have enough AUM to survive on my own. 

I've looked at quite a few.
Planning platforms at Prudential, and Ameriprise.
Bank programs at Chase, Citi, Wells and Union.
Some credit unions
Wirehouse at Merril and Morgan
And independent through LPL. 

I'm trying to find a home with a comfortable enviroment to aquire and service clients that has a good model for client aquasition. 

Does anyone have any input on what firms I should be looking into the most deeply, which ones I should avoid, and who I might be missing?

brian@fcgadvisors.com's picture
Joined: 2014-06-04

Where are you located?

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