SEE WHAT INDEPENDENCE IS SUPPOSED TO LOOK LIKE.
CG Advisor Network acts as a true advocate for independent RIAs, empowering your focus on your clients and your business.
Between You and
WE'LL MAKE SURE OF IT.
Most independent advisors chose independence to be able to serve their clients more effectively. But between escalating custodian fees, frustrating back-office operations, and investment vendors undermining your value, it can feel like there are more barriers than ever to delivering the client experience you want to provide.
At CG Advisor Network, we eliminate those obstacles.
Our partners, vendors, and people were all chosen with one goal in mind: To enable you to serve your clients the way you want to, while growing your firm.
See What Our Advisors Have To Say
Joining CGAN Means Joining a Team Committed to Your Growth, First & Foremost
Our advisors gathered in Las Vegas this May for our annual CGAN Achieve Conference - the biggest gathering of CGAN advisors meant to foster conversations, connections and bring innovative ideas to life.
GET ALL THE SUPPORT
YOU NEED IN ONE PLACE
Build your firm on our three foundational pillars of growth, profitability and efficiency.
Independent Advisor Solutions
Stay ahead of the curve with our open-architecture platform, comprehensive investment solutions, automated marketing capabilities and compliance support.
Next Generation Consulting
Tap into our robust business consulting and coaching services to develop KPIs, structure your team, define roles and responsibilities, and improve operational efficiency.
Improve the investment experience you offer with our vast investment resources, deep expertise and high-quality, cost-effective investment management solutions.
Supporting Independent Advisor Growth with Innovative Technology and Dedicated Support
For today’s independent advisors, staying competitive means leveraging the latest technology, investment expertise and operational support –often by building a massive infrastructure with a huge price tag.
At CGAN, our platform is designed to keep you a step ahead of the competition, making it effortless to focus on serving your clients and driving firm growth.
Bring Your Vision for Your Independent Firm to Life
Most independent advisors are advisors first, business owners second –but to be successful today, you need to be both.
As a CGAN advisor, you’ll have access to robust business consulting and coaching services to help you build your firm’s enterprise value and navigate firm structure and compensation decisions, as well as to assist with acquisitions, deal structuring, and succession or exit planning.
Spend More Time With Clients, Not Building Portfolios
The average advisor spends 40% of their time on asset management –which doesn’t leave a lot of room for building meaningful client relationships that inspire retention and referrals.
CGAN’s private client investment solutions enable advisors with freedom, control and customization, including support for advisor-managed portfolios, built-in investment management service, alternative investment offerings, and more.