How we Help

Built by advisors for advisors, the team at CG Advisor Network deeply understands the nuances and complexities of the independent business models we support, enabling your confidence and peace of mind in not only your transition plan, but in your ongoing client service, entrepreneurial efforts and business growth.

An Established RIA who understands the benefits and the burdens of running your own firm and who is looking for a strategic partner to help you reach the next level of growth, CG’s integrated platform of back-office, investment and compliance solutions will enable you to focus on what’s most important: serving your clients and running your business.

An Independent Broker-Dealer Advisor who is considered “independent" but still can’t do things on your own terms, looking to provide a customized approach to wealth management for your clients while taking advantage of a revenue model that matches the services you provide, we offer the freedom of true independence via a plan, platform and technology solutions without the burden of setting up your own RIA.

A Breakaway Advisor in search of an independent approach to client ownership along with the ability to create true enterprise value, we offer a refuge from the traditional broker-dealer model. From a collaborative plan of action to a seamless transition and ongoing freedom, CG empowers you to achieve your entrepreneurial goals while growing firm equity.

An Advisor Seeking an Exit on your terms, our customized transition solutions allow you to choose your succession planning structure, from minority investment to complete acquisition, and ensure your clients continue to receive a superior client experience throughout and long after your transition.




The three pillars of our advisor network relieve traditional burdens facing independent advisors and empower their focus on their clients and their businesses.

Independent Advisor Solutions

Drive growth and efficiency with innovative technology and dedicated support.

Leverage our solutions

Next Generation Consulting

Bring your independent firm vision to life with built-in business coaching tools and resources.

Take your firm to the next level

Investment Management

Take advantage of private client investment solutions based on freedom, control and customization.

Choose your investment management strategy

Getting Started with CGAN

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:


  • Step one: Detailed transition project plan executed by our service team
  • Step two: Coordination of client communication and paperwork
  • Step three: Fulfillment of regulatory documents and disclosures
  • Step four: Business formation, brand development, and office setup
  • Step five: Custodian asset mapping and technology implementation