T-12: $5.2M
Assets: $750M
New York, NY
T-12: $3.8M
Assets: $700M
Los Angeles, CA
T-12: $8.2M
Assets: $1.75B
New York, NY
T-12: $75M
Assets: $25B
Dallas,TX
T-12: $5.2M
Assets: $1.1B
Boston, MA
T-12: $3.4M
Assets: $500M
New York, NY
T-12: $4.5M
Assets: $875M
San Jose, CA
T-12: $2.5M
Assets: $300M
New York, NY
T-12: $4.5M
Assets: $2.2B
Miami, FL
T-12: $13M
Assets: $2.6B
Columbia, SC
T-12: $3M
Assets: $560M
San Francisco , CA
T-12: $16M
Assets: $4.5B
Chicago, IL
T-12: $10M
Assets: $1.1B
Dallas, TX
T-12: $4.9M
Assets: $900M
Los Angeles, CA
T-12: $4.2M
Assets: $650M
Washington, DC
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.
Raymond James has long been a reputable player in the wealth management industry, known for its strong culture and client-centric approach. However, in recent years, a growing number of advisors have chosen to leave Raymond James in favor of supported independent platforms. This trend reflects a broader shift within the industry, as advisors seek more…
We all know that there is always some measured leap of faith and a confidence in their future that advisors must own when pivoting from what they have been used to for many years, sometimes a lifetime, to somewhere new. This is more notable when a private banker looks to switch from the security of…
The rapid growth of AI, particularly generative AI models like ChatGPT, is reshaping various sectors. ChatGPT, which achieved 100 million users within two months of its launch, is one of the fastest-growing consumer applications in history. This unprecedented adoption underscores AI’s transformative potential across industries, including financial advisory. The best way advisors can capitalize on…
Understanding communications and signals has become something important for us all to understand in day to day living, in dealing with media, and now in our own jobs. In this article, we focus on what leadership at Merrill Lynch has been saying under the umbrella of Bank of America and Brian Moynihan. Before we do,…
Recently, financial advisory firms have been getting slammed by lawsuits over deferred compensation and ERISA violations, with cases involving major players like Morgan Stanley, Merrill Lynch, and U.S. Bancorp. To help you navigate these turbulent waters, we sat down with Barry R. Lax, a founding partner of Lax & Neville LLP, who provided an in-depth analysis of these landmark cases. Barry’s expertise sheds light on the complexities and potential pitfalls of deferred compensation plans, offering crucial insights for financial advisors who might have deferred compensation coming their way.
Recently, financial advisory firms have been getting slammed by lawsuits over deferred compensation and ERISA violations, with cases involving major players like Morgan Stanley, Merrill Lynch, and U.S. Bancorp. To help you navigate these turbulent waters, we sat down with Barry R. Lax, a founding partner of Lax & Neville LLP, who provided an in-depth analysis of these landmark cases. Barry’s expertise sheds light on the complexities and potential pitfalls of deferred compensation plans, offering crucial insights for financial advisors who might have deferred compensation coming their way.
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.
