Advisor Recruiting
Recruits and places financial advisors for financial services firms.
Terrana Group
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About Terrana Group
A Chicago employment agency and consulting firm for financial advisors and financial services companies. Terrana Group provides recruiting, business development consulting, and advisor transition consulting for broker-dealers, stock brokers, custodians, RIAs, and Wall Street brokerages. Its services include succession and mergers and acquisitions consulting, candidate prescreening, professional placements, and guidance through advisor transitions from inception through onboarding. The firm works with wealth management firms and investment securities professionals, matching candidates with client needs and leadership roles. Terrana Group also advises advisors on independence and employee models, brokerage firm culture, and transition compensation. The company reports more than 33 years of experience and over 3,000 professional placements involving financial advisors.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Transition Consulting
Guides advisors through transition planning, succession, and M&A.
Candidate Screening
Prescreens candidates and supports communication throughout representa
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