Advisor transitions
Wirehouse to independent, independent to RIA, or a better seat at a better firm. We structure the move so your clients and your economics come with you.
For advisorsFinancial advisor transitions, succession, and M&A
Recruiters with a national reputation
For more than three decades, TERRANA GROUP has matched exceptional advisors with the firms where they will thrive. Confidential, free to advisors, and built on relationships that took 34 years to earn.
Chicago-based. Placements in all 50 states.
34
Years in business
3,200+
Advisors placed
$100B+
Client assets moved
$0
Cost to advisors, ever
What we do
Business development specialists, recruiters, and advisor transition consultants. Every engagement starts with listening and ends with a placement that works for everyone.
Firm recruiting
Pre-screened, qualified candidates who fit your culture and your platform. We know the deal landscape across every channel.
For firmsSuccession & M&A
Sell, merge, or hand off to the next generation. Valuation, buyer fit, and a transition plan your clients will barely notice.
How it worksThinking about going independent?
For 34 years we have guided advisors toward independence. We know the top independent broker dealers and RIAs, and we know how to protect what you’ve built.
- Relationships with top independent broker dealers and RIAs
- Customized compensation and deal packages
- Discreet exploration, on your timeline
- No cost to you, ever
How a move works
Quiet, deliberate, and on your timeline. Most advisors talk with us for months before anything changes.
01
A confidential conversation
We start by understanding your practice, your clients, and what you want the next decade to look like. Nothing leaves the room.
02
A view of the whole market
Wirehouse, regional, independent broker dealer, RIA. We lay out the real options and the real economics, including the ones you have not considered.
03
Introductions that fit
Only the firms that match your platform needs, culture, and deal expectations. You meet decision-makers, not recruiters.
04
A transition your clients barely notice
Deal negotiation, paperwork, timing, and the move itself. We stay involved until the last account has transferred.
“They understood my practice before they ever mentioned a firm. The move was seamless, and my clients came with me.”A senior advisor who moved a $300 million practice in 2025
Recent insights
How to Compete With a Larger RIA Without Pretending to Be One
Small and midsize RIAs win by differentiating, not imitating: a defined client niche, faster decisions, and a service model the big firms cannot copy.
Starting an RIA, Part 2: The Pre-Launch Blueprint for Building a Firm That Can Scale
Entity, custodian, compliance, technology, and the first hires. The decisions made before launch that determine whether a new RIA can grow.
Why RIA Valuations Depend on Organic Growth, Not Just AUM
Buyers pay for momentum. Why net new assets, client retention, and advisor age matter more to a multiple than headline assets under management.
One conversation gives you a view of the entire market
Confidential, no obligation, and never a fee to advisors.