Your Advocate in Every Transition

We Exist to Serve You

What sets us apart? We're not recruiters chasing commissions — we're advisors who left the field to help you navigate the most important decision of your career. $350B+ in successful transitions proves the difference.

A Legacy Built on Excellence

From Wall Street veteran to industry-leading consultant, discover the journey that shaped The Gershman Group.

1990s

The Foundation

We founded a new kind of consultancy — one built around what advisors actually need: honest guidance, real options, and a partner who works for you.

Established boutique consulting model

Pioneered advisor transition consulting

Built foundation on Wall Street expertise

2000s

Expanding Horizons

As word spread, advisors across the country sought us out. Why? Because we delivered results — better deals, smoother transitions, and outcomes that exceeded expectations.

Expanded to nationwide coverage

Developed network with major firms

Cultivated top advisor relationships

2010s

New Leadership

Roger Gershman — a $1B+ advisor himself at Hambrecht & Quist, UBS, and Credit Suisse — takes the helm. Finally, advisors had a consultant who truly understood their world.

Roger Gershman becomes President

Enhanced advisory services

Expanded thought leadership platform

Today

$350B+ in Transitions

Over $350 Billion in successful transitions. Hundreds of advisors now in better positions, with better economics, and greater autonomy. That's what putting you first looks like.

Over $350B in assets transitioned

150+ successful advisor transitions

Featured in Forbes, AdvisorHUB, Barron's

Our Approach

What Sets Us Apart

Unlike recruiters who push one platform, our mission is singular: represent the best interests of the advisor.

Advisors First. Always.

We represent the best interests of the advisor — not firms, not custodians, not institutions.

Deeply Relational

We don't treat this as transactional work. It's relational. We invest in understanding your unique situation.

Relentless Students

We stay ahead of industry change, publishing thought leadership, podcasts, and insights consumed by thousands.

Multi-Billion-Dollar Focus

Our goal: be the preeminent consultancy for multi-billion-dollar teams in the U.S.

Leadership

A Team You Can Trust

Roger Gershman leads The Gershman Group with deep industry knowledge gained from his years at Hambrecht & Quist, UBS, and Credit Suisse, where he managed a $1 Billion book. His thought leadership has been featured in Forbes, AdvisorHUB, and Barron's.

Our collaborative team brings over 150 years of combined experience, empowering advisors with education regarding the broad landscape, competitive platforms, and maximum economic packages.

Featured In

Featured thought leadership and industry analysis

AdvisorHUB

Expert commentary on wealth management trends

Insights on advisor transitions and industry dynamics

Let's Start a Conversation

We're here to listen, advise, and guide you through every step of your journey.