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Request a Free TrialFirm Details
- Custodian
- Altruist · Axos · Charles Schwab & Company · LPL Financial · TD Ameritrade · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-10-2006
- Office Locations
- 34
Office Locations
About CG Advisory Services
CG Advisor Network (CG Advisory Services) supports independent advisors/wealth managers by taking on back-office, technology, and investment management burdens. It provides business consulting and coaching to set firm KPIs, optimize team structure, and define roles to improve operating efficiency. Client focus includes entrepreneurs, with portfolios spanning asset allocation across mutual funds/ETFs and select alternatives; custody includes Schwab.
Reported data analysis
What the numbers show
Between October 31, 2025 and March 26, 2026, reported AUM increased 15.4%, from $4.0B to $4.6B.
Across 5 reported observations, AUM increased 61.1% between November 4, 2022 and March 26, 2026, from $2.9B to $4.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 69 advisory representatives and 5,614 clients, or 81.4 clients per representative. That equates to $826.7K in reported AUM per client.
The profile lists 34 reported office locations and 20 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full CG Advisory Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANTHONY JOSEPH MAZZALI
Managing Member, Partner
- CRD
- #2333739
- Ownership
- 50% but less than 75%
JEFFREY JOHN CASEY
Managing Member, Partner
- CRD
- #3040426
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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RICHARD GRAY ADAMS Jr.
Broker
- CRD
- #6489315
Joseph Alamo
Financial Advisor
- CRD
- #7307129
Showing 2 of 68 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,640,991,840 | $255,182 |
| Non-Discretionary | $0 | -- |
| Total | $4,640,991,840 | $255,182 |
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Separately Managed Accounts
SMA allocation detail is available
CG Advisory Services has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
CG Advisory Services's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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