Meet
Our Team

The CG Advisor Network (CGAN) was born from the pursuit of true independence, founded in 2005 by financial advisors working in captive mega-firm models. Taking stock of the wealth management space, CGAN founders realized that, just like they were, many advisors were looking to run their practices independently but needed the platform and back office support that would enable them to transition smoothly from a big box to their own shingle.

Since CGAN’s inception, our experienced professionals have worked relentlessly to support our network of 74 independent advisors managing more than 3 billion in client assets.