GCG Advisory Partners Profile - Alaris Acquisitions

GCG Advisory Partners

Charlotte, North Carolina

Website:

https://www.gcgap.com/

Go to new profile

Charlotte, North Carolina

Website:

https://www.gcgap.com/

Leadership Interview

Company Details

Approximate AUM

$4,300,000,000

Fee model

Hybrid Flexible

Number of employees

Custodians

Pershing

Schwab

SEI

Fidelity - IWS

Fidelity - NFS

Description

GCG Advisory Partners (“GCG”) is an independent wealth management platform built for advisors who value legacy, alignment, and long-term enterprise value. With roots dating back to the 1970s and consistent ownership since 1994, GCG has grown with a clear philosophy: independence should evolve, not disappear, as firms scale or transition.

GCG serves as a true equity and operating partner, aligning with advisors who want to monetize their business while preserving what makes it distinct. Partner firms retain control of their brand, culture, and client relationships, while gaining the support and resources needed to navigate succession, growth, and continuity with confidence.

The firm’s partnered independence model is designed to meet advisors where they are, providing flexibility, optionality, and stability through both planned transitions and unexpected change. GCG’s focus is not short-term acquisition, but long-term stewardship: building durable businesses, protecting advisor legacies, and creating shared success across generations.

Locations

2072 Willbrook Lane Mt. Pleasant, SC 29466

12935 North Forty Drive, Suite 210 St. Louis, MO 63141

2903 Audrey Dr Gastonia NC 28054

11300 US Highway 1 Suite 401 Palm Beach Gardens FL 33408

1397 Northview Ave Atlanta GA 30306

6190 Powers Ferry Rd Ste 230 Atlanta GA 30339

6960 Orchard Lake Rd Suite 120 West Bloomfield MI 48322

444 N Northwest Hwy Ste 333 Park Ridge IL 60068

2 Mid America Plaza Ste 750 Oakbrook Terrace IL 60181

575 Military Cutoff Rd Suite 102 Wilmington NC 28405

1555 Howell Branch Rd Winter Park FL 32789

113-B N. Marine Blvd Jacksonville NC 28540

1415 Vantage Park Dr Ste 250 Charlotte NC 28203

225 W. Union St Morganton NC 28655

Post Office Box 26147 Greenville SC 29616

717 Green Valley Rd Suite 100 Greensboro NC 27408

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Banking

Executive Compensation Planning

Family Office Services

Exit Planning / Investment Banking Services

Corporate Trustee Services

Tax Planning

Recent News

GCG Gets Private Equity Boost to Fuel Growth

A recent capital infusion from LNC Partners will support continued growth for GCG Advisory Partners as a newly incorporated holding company focused on advisor succession.

GCG Advisory Partners Announces Two Acquisitions at Advisor Group's Securities America

GCG Advisory Partners is a national financial services platform that provides hybrid services to Investment Advisors and provides capital, acquisition/succession strategies, as well as a robust technology platform for its partnering advisors. GCG has best in class middle and back-office support allowing its partnering advisors to focus on growth and value creation for both them and their clients.

GCG Wealth Management Announces the $80 million dollar recruitment from Wells Fargo

GCG Wealth Management announces a recruitment into their new Lake Norman office after recently announcing multiple acquisitions and a new Charlotte headquarters in South End. The new GCG Lake Norman office is expected to experience significant growth and cater to wire-house and bank breakaway advisors who want support and independence in the lake region.

GCG ADVISORY PARTNERS ADDS 225 MILLION TEAM FROM RAYMOND JAMES

GCG Advisory Partners, GCG Wealth Managements’ North Carolina-based planning platform that facilitates succession and acquisition planning for advisors, is proud to announce the addition of Chicago-based McDermott Gall Wealth Management to our growing network of firms. The duo, formerly with Raymond James & Associates, brings with them over $225 million in assets under management.

GCG Advisory Partners Expands Through Acquisition of Infinity Financial Partners

GCG Advisory Partners LLC (GCG AP), a leader in wealth management consulting and practice acquisition, is pleased to announce its acquisition of Infinity Financial Partners LLC, a financial advisory firm managing over $230 million in client assets. This acquisition expands GCG AP’s reach and brings its total managed assets to over $2.5 billion, adding a key office in Atlanta.

See less

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Advisor Value Proposition

Business Enhancements

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

AUM Growth

Styled Chart.js Example

Data Currently Unavailable

Technology

Overview

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Data Room

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Investment Management

filename.docx

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Show your interest