“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
What’s Your Move
The Gershman Group enables top financial advisors to maximize compensation, preserve autonomy, and build the practice they’ve always envisioned. We put your interests first, guiding every decision with clarity, strategy, and experience.
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Assets Transitioned
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Advisors Helped
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Years of Experience
Recent Advisor Transitions
Successful transitions for elite advisors nationwide.
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
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.
Your Journey
How We Help You Succeed
Every step is designed around one question: what’s best for you and your clients?
01
You're Heard
We learn what matters most to you — your goals, concerns, and vision for the future.
02
You Get Clarity
See your current situation objectively and understand what's possible.
03
You See Options
Explore the full landscape of opportunities — many you didn't know existed.
04
You Meet Decision-Makers
Confidential introductions to firms that match your needs and values.
05
You Maximize Value
We negotiate aggressively to get you the best possible economics.
06
You Transition Smoothly
Full support through legal, compliance, and client communication.