Empowering Your Focus on Clients and Growth
CG Advisor Network helps you eliminate back-office, technology, and investment management burdens so you can spend your time where it really matters: serving your clients and growing your business.
Find out how our plan, platform, and technology solutions come together to support every step of the advisory journey, while offering the freedom of independence.
Read the Full CG Advisor Network Story
Who We Help
Looking for a strategic partner to help you reach the next level of growth and improve efficiency so you can focus on your clients.
Independent Broker-Dealer Advisors
Looking to provide a customized approach to wealth management while taking advantage of a revenue model that aligns with your value.
Looking for an independent approach to client ownership along with the ability to create true enterprise value for their business.
Advisors Seeking an Exit
Looking to do so on your own terms while ensuring your clients receive a superior client experience throughout and long after your transition.
Getting Started with CGAN: Our Transition Process
Realizing your firm's vision and implementing your ideal business model doesn't have to be a monumental obstacle on your journey to true independence. We support you every step of the way with our proven process:
Detailed transition project plan executed by our service team
Coordination of client communication and paperwork
Fulfillment of regulatory documents and disclosures
Business formation, brand development, and office setup
Custodian asset mapping and technology implementation