“Recruiters in general are like a rabid pack of hyenas trying to get you to make the jump, trying to get you to other big firms that’s going to pay them probably a bunch of money.”
Alex Pron
Founder, Crossover Capital Advisors
Know Where You Stand
The Gershman Group enables elite financial advisors to understand the true value of their business, compare their current platform against the marketplace, and make better-informed decisions about what comes next.
$0B+
Assets Transitioned
0
Advisors Helped
0+
Years of Experience
Recent Advisor Transitions
Successful transitions for elite advisors nationwide.
HOW COMPETITIVE IS
YOUR CURRENT FIRM?
Most advisors know their production.
Far fewer know how their entire business compares to the market.
ECONOMICS
Are your payout, incentives and overall economics competitive?
PLATFORM
Are technology, investment capabilities, lending and support helping you grow, or limiting you?
AUTONOMY
How much control do you actually have over your clients, brand, investments and business?
OWNERSHIP
Are you building a valuable enterprise, or primarily generating revenue for someone else’s?
SUCCESSION
What happens to the value you’ve created when you’re ready to step away?
OPTIONALITY
What could your business look like inside another wirehouse, regional firm, independent platform or RIA structure?
Get the answers today
COMPARE MY PRACTICEFROM QUESTION TO DECISION.
UNDERSTAND
We start with your business, objectives, concerns and long-term vision.
BENCHMARK
We evaluate your economics, platform, ownership potential and competitive position.
EXPLORE
Where appropriate, we identify models and firms that warrant serious consideration.
COMPARE
We help you understand the economics, capabilities, tradeoffs and long-term implications of each path.
DECIDE
Stay. Renegotiate. Change models. Change firms.
The decision is yours. Our job is to make sure it’s informed.
EXECUTE
If a transition is the right decision, TGG helps coordinate the process from negotiation through implementation.
Founded by Wall Street legend Norman H. Gershman — Merrill Lynch advisor for 25 years
A Legacy of Advisor Advocacy
As a former top advisor at Merrill Lynch for 25 years, Norman H. Gershman built a reputation as one of Wall Street’s most respected advisor recruiters and transition consultants. For the last 50 years, his legacy remains helping elite financial advisors navigate career-defining decisions with one guiding principle: put the advisor first.
Today, Roger Gershman carries that legacy forward with a unique perspective shaped by his own 25 years of experience as a top advisor managing a nearly $1 billion advisory practice at Hambrecht & Quist, UBS, and Credit Suisse.
Together, they bring both sides of the equation: Norman’s decades of industry insight and Roger’s modern day experience building and growing a successful wealth management business.
In Their Words
Hear It From Advisors Who Made the Move
Real stories from advisors who trusted The Gershman Group to guide their transition.
A Family Legacy
Meet Roger Gershman
WE’VE SAT IN
YOUR SEAT.
This isn’t theoretical for us.
Roger Gershman built a $2B advisory practice in the wirehouse world before transitioning to the independent space, where he retired his book of business.
He understands what it means to manage client relationships, navigate firm politics, evaluate compensation, protect a team and make decisions that can affect decades of work.
That experience shapes how The Gershman Group advises financial professionals today.
We’re not here simply to tell you where you can go.We’re here to help you understand where you stand.
Thought Leadership
Latest Insights
Industry analysis, transition strategies, and expert perspectives from The Gershman Group.
Listen & Watch
Podcasts & Videos
In-depth conversations and expert discussions on advisor transitions, firm culture, and building lasting client relationships.
YOU DON’T HAVE TO BEREADY TO MOVE.
You don’t need a resignation letter.You don’t need a destination in mind.You don’t even need to be unhappy.
You just need to want a clearer understanding of what you’ve built, what it’s worth, and what your options are.
Know your value.Know your options.Then make your move.
THE GERSHMAN GROUP
(628) 277-5925Confidential. Strategic. No obligation to make a change.