When was CGN Advisors founded?

CGN Advisors was founded in 2011.

Where is CGN Advisors located?

CGN Advisors is headquartered in Manhattan, United States.

How many employees does CGN Advisors have?

As of Sep 30, 2026, the latest employee count at CGN Advisors is 40.

Where does CGN Advisors rank among its competitors?

CGN Advisors ranks 1005th amongst 4469 active competitors, of which 70 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Berkadia, which secured $56.6M in Dec, 2023.

Who are the top competitors of CGN Advisors?

CGN Advisors' top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Berkadia secured the most recent funding round in December, 2023.

CGN Advisors - 2026 Company Profile & Competitors

Company Details

Provider of fee-only financial planning and independent investment management services. This firm delivers customized strategies for individuals, retirees, and business owners. Services include retirement income planning, tax strategy, estate planning, and guidance on corporate equity compensation. Advisors focus on research-driven investment processes to manage risk and maintain portfolio quality. The firm operates as a fiduciary to ensure advice remains objective and aligned with individual financial goals. Regular reviews and adjustments allow strategies to evolve alongside personal milestones and changing economic circumstances. Planning processes connect various financial components, including cash flow management, business succession, and wealth preservation. The team coordinates with other professionals to support long-term objectives through practical, personalized road maps.

Website: garrettinvestmentadvisors.com
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Key Metrics

Founded Year

2011

Location

Manhattan, United States

Stage

Unfunded

Ranked

1005^th among 4469 active competitors

Employee Count

40 as on Sep 30, 2026

Similar Companies

Alera Group & 8665 more

View CGN Advisors' full profile

CGN Advisors has not raised any funding rounds yet.

CGN Advisors' employee count trend

CGN Advisors has 40 employees as of Sep 26. Here is CGN Advisors's employee count trend over the years:

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Top competitors of CGN Advisors include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of CGN Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	LPL Financial 1989, San Diego (United States), Acquired	Stock brokerage firm	-	Hellman & Friedman, Lee Equity & 3 others	68/100
5th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
6th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
7th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
8th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
9th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	NB Group, Crawley Ventures & 1 others	62/100
1005th	CGN Advisors 2011, Manhattan (United States), Unfunded	Provider of fee-only financial planning and independent investment management services	-	-	22/100