About CG Advisor Network
Built by advisors for advisors, focused on true independence
CG Advisor Network was built for advisors who want more than a platform. They want control, clarity, and the ability to build a firm on their own terms.
We provide the infrastructure, investment support, and strategic guidance to make that possible, on an open-architecture, multi-custodian platform with no outside ownership pressure. You focus on clients. Your firm builds long-term value. Both happen at the same time.
Who We Are
Who We Are
CG Advisor Network was founded by advisors who saw too many peers stuck in environments that limited their ability to grow. They wanted independence but lacked the infrastructure and operational backbone to sustain it.
CGAN was built to close that gap.
Today, we work with advisors who share that same mindset:
- Entrepreneurial
- Fiduciary-first
- Planning-centered
- Focused on building something that lasts
- Statistic 1 of 3
2015
Founded
Our Values
What We Stand For
These values guide how we work with advisors, their teams, and each other.
Thirst for Knowledge
We stay curious and committed to learning so advisors can navigate change with real insight
Innovative Problem Solvers
We approach challenges with practical thinking and creativity to move advisors and their firms forward
Self-Motivated
We take ownership and act with discipline, supporting advisors who are equally driven to grow
Authentic
We operate with transparency and honesty, building long-term trust with advisors and their clients
Positively Impact People
We measure success by the outcomes we help create, for advisors, their clients, and communities
Our Support
How We Support Independent Advisors
CG Advisor Network helps advisors run, grow, and invest for clients through a connected system, not separate services.
Independent Advisor Solutions
Explore Independent Advisor SolutionsTechnology, operations, compliance, and client-facing tools integrated into one platform, reducing back-office drag so your time goes to clients, not operations.
Advisor Advocacy
Explore Advisor AdvocacyBusiness and succession consulting that brings structure to your decisions, helping you grow, scale, and plan what comes next
Investment Management
Explore Investment ManagementAn investment platform, strategies, and research that free up your time while keeping your philosophy at the center of client portfolios
Meet The Team
The people behind your independence.
Our leadership team brings deep experience across compliance, investment platforms, and advisor operations. Behind them are dedicated service teams who understand your firm, not just your account. And across the country, advisor partners share ideas, insights, and best practices every day.
This is a network built around collaboration, not isolation.
Careers At CG Advisor Network
Grow With Us
If you're passionate about helping independent advisors build stronger firms and better client outcomes, CG Advisor Network is a place to grow. The work is mission-driven, the environment is collaborative across compliance, investments, and operations, and the culture rewards continuous learning and initiative.
Where You'll Find Us
Phone
(877) 807-2079
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Ready to Learn More About the Network?
Whether you're exploring independence, scaling an existing RIA, or planning succession, a conversation can help clarify what's possible and what's next.
