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.

The Pillars of our
Advisor Network

Independent
Advisor Solutions

Growth and efficiency through innovative technology and support.

  • Performance reporting
  • Integrated trading and billing
  • Operations support team
  • Compliance oversight & guidance
  • Branded client portal
  • Dedicated transition process

Next Generation
Consulting

Helping advisors realize their independent firm vision.

  • Business formation & firm structure
  • DBA retention/ client ownership
  • Acquisition structuring & financing
  • New advisor & staff development
  • Office space services
  • Succession planning

Investment
Management

Solutions based on freedom, control, and customization.

  • Advisor-managed portfolios
  • Financial planning emphasis
  • OCIO & UMA strategies
  • Market research & commentary
  • Multiple custodian relationships
  • Alternative investments

By The Numbers

$3.1B

Assets Under
Management

22

Years of
Experience

74

Fiduciary
Advisors

Transition Process

  • 1

    Detailed transition project plan executed by our dedicated service team

  • 2

    Coordination of client communication and paperwork

  • 3

    Fulfillment of regulatory documents & disclosures

  • 4

    Business formation, brand development, and office setup

  • 5

    Custodian asset mapping and technology implementation

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

CG Company and Culture

74 advisors, managing over 3 billion in client assets, affiliate with CGAN

Founded in 2005, CGAN is a firm made up of experienced professionals focused on supporting advisors. The firm is headquartered in Haslett, MI but has a national presence.

Ken-Evangelista-scaled

Ken Evangelista*

Investment Management
Oliver-Gooden-scaled

Oliver Gooden, CFA

Investment Management
Joe-Crumley

Joseph Crumley

Operations
Karen-Fritz1

Karen Fritz*

Compliance
Preston-Livingston-scaled

Preston Livingston*

Compliance
Brian Sumner headshot

Brian Sumner, CFP®, CIMA®

Business Development