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.
Representative photos. Illustrative images for this category, not photos of Terrana Group and not provided by the business.
At a glance
- Service area
- throughout the Financial Services industry, Wall Street brokerages
- Team
- Michael Terrana is President and CEO; the team includes senior Advisor Transition consultants.
- Over 33 years in business
- Over 3,000 professional placements
- Client assets transferring to hiring firms exceeded nearly $100 billion
From www.terranagroup.com, checked 22 Oct 2026. Only what the business states on its own website.
Services
- Financial Advisor recruiting and transition consulting Includes succession and M&A consulting.
- Stock Broker recruiting
- Business Development Consulting For investment securities professionals.
As listed by Terrana Group. Prices as published by the business and may change.
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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