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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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[comment u/J3ttstream] Was considering the RIA route via Altruist but the Vanguard acquisition has me pumping the brakes a bit.