Looking at making a move to the independent side. Have around $20m in AUM in wealth management with another $85m in retirement plan business. Been looking at Investacorp. Any thoughts?

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I covered the RIA landscape options in 2009 when I departed as a Club level Producer at UBS and just recently the entire RIA landscape before I made another move from RIA to RIA. I can share my market intelligence and also touch on Investacorp


Reach me. I’m experienced at making the move.


I have found that established advisors avoid broker dealers like Investacorp and instead go the independent RIA route. That doesn’t mean they start their own RIA. Because of scale it typically makes more sense to join a large established RIA.


Where are you located?

Go straight RIA, would be happy to chat if you want.


Look at Cadaretgrant... I've been with them a while and really like them

DM me years of experience in this area a lot of this is about making sure you choose the right independent firm

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