Independent
but not alone

CG Advisor Network (CGAN) provides superior back-office support, technology, and compliance services to independent firms empowering advisors to focus on client relationships and asset growth.

$3.1B

Assets Under
Management

22

Years of
Experience

71

Fiduciary
Advisors

Who We Work With

Gain peace of mind by partnering with a firm that understands your independent business model.  

Established firms focused on growth and efficiency.

Advisors searching for an exit strategy.

Advisors looking to Break Away with a strategic partner.

Our foundation is built upon purpose, vision & aspirations. In every conversation, interaction, and transaction, our mission is to live by these standards.

- Tony Mazzali, CEO

The Pillars of our
Advisor Network

We’re focused on the growth, efficiency and profitability
of our advisors.

Independent
Advisor Solutions

Growth and efficiency through innovative technology and dedicated support.

Next Generation
Consulting

Helping advisors realize their independent firm vision.

Investment
Management

Private client investment solutions based on freedom, control and customization.

Transition Process

We support you every step of the way as you realize your
firm vision and implement your ideal business model.

1

1

STEP ONE

Detailed transition project plan executed by our dedicated service team.

2

2

STEP TWO

Coordination of client communication and paperwork.

3

3

STEP THREE

Fulfillment of regulatory documents & disclosures.

4

4

STEP FOUR

Business formation, brand development, and office setup.

5

5

STEP FIVE

Custodian asset mapping and technology implementation.

CGAN partners with the industry’s premier investment, technology, and operational companies.