T-12: $12.4M
Assets: $1.5B
Marlton, NJ
T-12: $5M
Assets: $530M
Plano, TX
T-12: $5.5M
Assets: $26B
Los Angeles, CA
T-12: $75M
Assets: $25B
Dallas,TX
T-12: $13M
Assets: $2.6B
Columbia, SC
T-12: $16M
Assets: $4.5B
Chicago, IL
T-12: $16.6M
Assets: $2.5B
Dallas, TX
We are a boutique financial services consulting firm with a nationwide presence in most every metropolitan city in America. Founded by Wall Street legend Norman Gershman, who also spent 25 years as an advisor at Merrill Lynch, The Gershman Group counsels many of the nation’s top 100 Barron’s advisors and Forbes Top Advisors with average AUM of $1Billion or more. Under our current leadership, Roger Gershman has grown the firm to have now counseled well in excess $200 Billion of AUM.
As a former advisor at Hambrecht & Quist, UBS and Credit Suisse managing a $1B Book, Roger is very fluent in advisors’ language, who understands the issues and concerns of our broad industry. His thought leadership, featured in Forbes, Fortune, and Barron’s, can be found in our articles section. With over 150 years of combined experience, our collaborative team empowers advisors with education regarding the broad landscape, competitive platforms, offering legal and maximum economic transition advice.
We’re on call 24/7, ready to guide advisors through decisions and execution. Elevate your journey with The Gershman Group.
Over the past decade, large regional firms like Raymond James have built their advisor ranks by promising wirehouse brokers and captive advisors greater freedom and flexibility
It’s not one of the flashy roll-ups or consolidators that dominate headlines in industry trades, but Merchant Investment Management has quickly and quietly become one of the most exciting growth stories in wealth management.
Three of the four wirehouses have rushed out their compensation plans early this year. Typically, firms don’t announce early unless you have good news, and for the most part, they wanted to…
Advisors at big firms are increasingly finding themselves in the worst kind of limbo: heightened supervision. They don’t have the privileges of full-time employees, but they can’t leave.
In what may be the biggest breakaway deal on record, a 50-advisor team managing around $129 billion in assets has left Merrill Lynch to start their own RIA in Atlanta.
Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue.
With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting.
Jenny has been an owner and in management for over 35 years in San Francisco. Her experience includes full management & operational duties
Jose has been an Executive Consultant since 2011 working with tier one advisors who have over $3M and assisting them to maximize their potential deal and earnings.
