Looking to move

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May 5, 2013 9:12 pm


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?

Nov 17, 2014 2:16 pm

Where are you located?

Jan 24, 2015 1:16 pm

Why don't you just focus on raising your aum so it does work?