There are more than 300,000 financial advisers in the U.S. and approximately half of them now call the independent model home. There are certainly many options for those who want to take this path. Indeed, with over 120 independent firms, it can be overwhelming deciphering the various cultures, technologies, product offerings, services, custodians and clearing firms, just to name a few considerations.

Some advisers feel that going independent is all about the payout. Granted, this is a major part of the equation but there are other considerations as well. For any adviser considering a move to independence, a major factor is deciding how much of their book will likely move with them.

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