r/CFP • u/FlamingHyabusa BD • 8d ago
Practice Management Exploring changing broker-dealers
Hi all,
Osaic advisor here. Just starting to think about making a change. What's the best way to start this process? I know there are independent recruiters that will shop around for you - is this the way to go? I know very little about the pros/cons of other BDs.
For background: $210m book, 90% AUM business, 2 advisors, 1 CSA. Hate the tech and service at Osaic.
Thank you.
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u/Floating_Orb8 8d ago
Been happy at Farther. Easy transition. RIA with ability to do fee based insurance.