TERRANA GROUP
TERRANA GROUP is a Chicago-based recruiting and consulting firm founded in 1992 that matches financial advisors with broker-dealers, RIAs, and wealth management firms. The firm reports over 3,000 placements and offers breakaway, transition, succession, and M&A advisory services.
- Company typePrivate
- Founded1992
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
TERRANA GROUP firmographics
Firmographics- Name
- TERRANA GROUP
- Legal name
- TERRANA GROUP LLC
- Website
- https://terranagroup.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TERRANA GROUP is a Chicago-based recruiting and consulting firm founded in 1992 that matches financial advisors with broker-dealers, RIAs, and wealth management firms. The firm reports over 3,000 placements and offers breakaway, transition, succession, and M&A advisory services.
- Ownership category
- akta.pro rank
TERRANA GROUP industry classification
Industry- Product category
- Financial Advisor Recruiting & Placement
- NAICS
- Employment Placement Agencies (561311), Executive Search Services (561312), Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- Buy-Side Search & Acquisition Advisory (FSAEAIAD)
Keywords
Where TERRANA GROUP is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TERRANA GROUP business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Recruiting and Placement Fees: TERRANA GROUP generates revenue through recruiting and placement fees for financial advisors with financial services firms. They operate under both contingency and retained fee arrangements. Fees are paid by the hiring company, not by the candidate or advisor.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free service for candidates/advisors |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
TERRANA GROUP product offering
Product offeringCore offering
TERRANA GROUP is a recruiting and consulting firm that matches financial advisors, stock brokers, and investment securities professionals with financial services firms. The firm provides end-to-end placement services including candidate pre-screening, cultural-fit vetting, presentation and negotiation support, on-boarding assistance, and specialized consulting for breakaway brokers, advisor transitions, succession planning, and M&A transactions. Services are billed to the hiring firm under contingency or retained fee arrangements, with no cost to candidate advisors.
Product overview
TERRANA GROUP operates as a unified financial advisor recruiting and consulting platform offering multiple interconnected services. The core offering is Financial Advisor Recruiting Services, which is supported by specialized service modules including Breakaway Brokers Solutions (for advisors transitioning to independence), Advisor Transition Consulting, Succession and M&A Advisory, and Business Development Consulting. The company also provides educational resources including white papers on going independent. Services operate under both contingency and retained fee arrangements, with no cost to candidate advisors.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisor Recruiting Services
- Breakaway Brokers Solutions
- Advisor Transition Consulting
- Succession and M&A Advisory
- Business Development Consulting
Quantifiable outcome
- Over 3,000 professional placements completed with client assets transferring to hiring firm exceeding nearly $100 billion dollars
Companies that use TERRANA GROUP
Customer profileNamed customers6 records
Segments2 records
Ideal customer profiles2 records
TERRANA GROUP technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
TERRANA GROUP partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights4 records
TERRANA GROUP competitors and assessment
Company assessmentBroad incumbents
- DHR International: Executive search firm with a Financial Services practice placing senior leaders across wealth management, banking, and capital markets. Functions as a broad incumbent competitor for senior-level wealth advisor and leadership searches done by TERRANA GROUP.
- Robert Half: Large staffing and placement firm with specialized finance and financial services recruiting practices. Comparable placement function to TERRANA GROUP at a much broader scale, including financial services and accounting placements across the country.
- Spencer Stuart: Global executive search firm with a Financial Services practice serving wealth and asset management clients. Comparable as a broad incumbent placing senior advisors and wealth management executives against TERRANA GROUP's specialist positioning.
- Heidrick & Struggles: Global executive search firm with a dedicated Financial Services practice placing senior wealth management and advisor leaders. Competes with TERRANA GROUP at the senior advisor and leadership level but operates as a broad incumbent with a much larger footprint.
- Russell Reynolds Associates: Global executive search firm with deep Financial Services coverage including wealth and investment management leadership searches. Operates as a broad incumbent to TERRANA GROUP's niche, advisor-transition focus.
- Korn Ferry: Global organizational consulting firm with a large executive search and financial services practice. Overlaps with TERRANA GROUP on senior-level advisor and wealth management leadership placements as a broad incumbent rather than a niche specialist.
Direct peers
- IPI Wealth Management: Recruiting and consulting firm focused on financial advisors and wealth management leadership placements. Comparable to TERRANA GROUP in niche focus on advisor transitions and practice M&A support.
- Echelon Partners: Wealth management M&A and consulting advisor that works with independent RIAs and breakaway advisors on succession, mergers, and acquisitions. Comparable to TERRANA GROUP's M&A advisory module and breakaway broker practice, serving the same advisor segment.
- Ashton Thomas: Executive search and consulting firm focused on placing financial advisors and wealth management professionals at broker-dealers, RIAs, and custodians. Directly comparable to TERRANA GROUP in target customer, candidate base, and contingency/retained fee model.
- Keener Financial Group: Financial advisor recruiting, transition, and consulting firm serving advisors and broker-dealers. Direct overlap in business model and end customers with TERRANA GROUP's recruiter-led transition model.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
TERRANA GROUP social profiles
Digital presenceTERRANA GROUP financial estimates
Financial estimateRevenue estimate
Valuation estimate
TERRANA GROUP leadership team
Management profileNumber of profiles
Profiles2 records
TERRANA GROUP funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TERRANA GROUP M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TERRANA GROUP
What does TERRANA GROUP do?
TERRANA GROUP is a recruiting and consulting firm that matches financial advisors, stock brokers, and investment securities professionals with financial services firms. The firm provides end-to-end placement services including candidate pre-screening, cultural-fit vetting, presentation and negotiation support, on-boarding assistance, and specialized consulting for breakaway brokers, advisor transitions, succession planning, and M&A transactions. Services are billed to the hiring firm under contingency or retained fee arrangements, with no cost to candidate advisors.
Is TERRANA GROUP a public or private company?
TERRANA GROUP is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TERRANA GROUP founded?
TERRANA GROUP was founded in 1992. It employs 11 to 50 people.
Where is TERRANA GROUP based?
TERRANA GROUP is headquartered in Chicago, United States, in the North America region.
How does TERRANA GROUP make money?
One revenue line is on record: recruiting and Placement Fees.
Who are TERRANA GROUP's main competitors?
Broad incumbents on record are DHR International, Robert Half, Spencer Stuart, Heidrick & Struggles, Russell Reynolds Associates and Korn Ferry. Direct peers are IPI Wealth Management, Echelon Partners, Ashton Thomas and Keener Financial Group.
Does TERRANA GROUP have an API?
No public API is recorded for TERRANA GROUP.
What industry is TERRANA GROUP in?
TERRANA GROUP's product category is Financial Advisor Recruiting & Placement. Its primary akta.pro industry code is FSAEAIAD, Buy-Side Search & Acquisition Advisory. Its NAICS code is 561311 and its SIC code is 8742.