Your next move, on your terms
Whether you are thinking about going independent or looking to work with a notable firm, our services are always free to advisors, and always confidential.
Thinking about going independent?
For 34 years we have guided advisors toward independence. We know the wealth management landscape, we know the top independent broker dealers and RIAs, and we know how to structure a move that protects your clients and your economics.
- Relationships with top independent broker dealers and RIAs
- Customized compensation and deal packages
- Discreet exploration of opportunities, on your timeline
- No cost to you, ever
Looking to work with a notable firm?
The right cultural fit matters as much as the deal. Happy, successful advisors grow their business, and that is the outcome we aim for with every placement. We will help you find the firm where you and your clients will thrive.
Common questions from advisors
Why not just contact hiring managers directly?
You can, but you would be negotiating alone, without market context. We know what firms are actually paying, which managers are serious, and how to keep your search confidential. One conversation with us gives you a view of the entire market, not just one desk.
How do deals and compensation get structured?
Every situation is different. Transition packages vary by channel, production, asset mix, and fit. We help you understand the full picture, including upfront, backend, and long-term economics, so you can compare offers apples to apples.
What does this cost me?
Nothing. Our services are always free to advisors. We are compensated by the hiring firm when a placement succeeds, which means we only win when you do.
What is the benefit of using a recruiting service?
Leverage, discretion, and experience. We have completed over 3,200 placements. We know the pitfalls, the paperwork, and the timing, and we manage all of it so you can keep running your business while you explore your options.
Do you have a guide for advisors considering independence?
Yes. Our white paper, “The Top 10 Questions Advisors Should Ask Before Going Independent”, covers advisor-to-independent transitions, firm selection, and how a recruiter helps. Email connect@terranagroup.com or use the contact form to request your free copy.
Every great move starts with a conversation
Call 312.655.8380 or email connect@terranagroup.com. Completely confidential.