AMPF Advisor Market Leverage
The market for AMPF practices has never been more competitive. Major banks, custodians, independent broker-dealers (IBD), supported independent platforms, and RIAs are all actively competing for top talent — giving you significant leverage in any negotiation.
TGG can act as your independent agent, leveraging deep relationships with senior leadership at every major buying firm. We create a bidding war around your practice, ensuring you receive maximum value.
All forthcoming deals are highly negotiable. TGG's economy of scale ensures you're negotiating from a position of strength.
No Cost to You
All fees are paid directly by the acquiring firm, separate from and above your negotiated package. Whatever you could negotiate alone, we negotiate well beyond that.
Full Process Management
We support every step: from the first meeting to close, including home office visits, tech demos, economic proposals, legal employment agreements, etc.
Full Confidentiality
TGG represents your interests exclusively, with complete discretion at every stage.
Roger Gershman
Founder & Managing Partner
With over 25 years in the wealth management industry, Roger has personally guided hundreds of elite advisors through complex career transitions. His deep relationships with senior leadership at every major firm ensure his clients receive maximum value and a seamless transition experience. Roger's hands-on approach and market insight have made The Gershman Group one of the most trusted names in advisor recruiting.