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.
Who We Work With
Gain peace of mind by partnering with a firm that understands your independent business model.
The Pillars of our
We’re focused on the growth, efficiency and profitability
of our advisors.
We support you every step of the way as you realize your
firm vision and implement your ideal business model.
Detailed transition project plan executed by our dedicated service team.
Coordination of client communication and paperwork.
Fulfillment of regulatory documents & disclosures.
Business formation, brand development, and office setup.
Custodian asset mapping and technology implementation.
CGAN partners with the industry’s premier investment, technology, and operational companies.