Gershman Group – A Family Company

Ranked as #1 Financial Services
Recruiting Firm in The Nation
*By The National Consultants Index – 2021

About UsOur Services

The Gershman Group is a world-class boutique financial recruiting and consulting firm.

We are headquartered in San Francisco, and represent clients across the United States, in Los Angeles, Houston, Dallas, Miami, Chicago, Boston, and New York.

Deep-Seated Relationships

The Gershman Group is more than just your average recruiting company. Found by Norman H. Gershman, we have evolved into the premier match-making firm for ultra high wealth advisors.

Mr Gershman’s storied past as a power broker on Wall Street and financial advisor (with his original consultative approach) has brought us deep-seated relationships with brokers and managers that are the backbone of our operation. We are here to listen, evaluate, and ultimately help you obtain the success you envision.

We are available 24/7 for appointment coordination with all major firms including assistance in organizing private meetings.

Classified Deal Structures

Our services includes education on employment choices and connections to the most influential leaders today. We use classified deal structures from recent advisor moves to provide the most valuable advice on transition packages.

We will match the advisor to the most influential managers within the advisor’s locale, whether at a wire house, boutique, or on an independent platform. Give us a call, or visit our services page for more details on what we can provide for you.

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