GCG Advisory Partners

GCG Advisory Partners is a prominent financial services platform specializing in legacy, succession, and mergers and acquisitions within the hybrid and independent Registered Investment Advisor (RIA) sector. The firm is dedicated to empowering financial advisors by offering capital, strategic acquisition and succession planning, and a robust technology platform. Their approach enables partnering advisors to streamline operations, enhance their enterprise value, and concentrate on delivering exceptional client service through scalable growth strategies.

The origins of GCG Advisory Partners trace back to GCG Wealth Management, which was established in 1994, with its roots extending to the 1970s. Joel Burris, the firm's President and Managing Partner, spearheaded the acquisition strategy, recognizing the growing need for succession planning and monetization solutions among independent wealth management practices, particularly those with assets under management below $500 million. This strategic shift aimed to address the evolving demographics of the wealth management industry.

The firm has demonstrated a strong track record in M&A, actively acquiring and integrating financial advisory firms into its platform. Notable acquisitions include Gateway Capital Advisors, a St. Louis-based wealth management firm with $400 million under management, Gunderson Capital Management, an independent RIA firm managing over $420 million in assets, Infinity Financial Partners LLC, which added over $230 million in client assets [cite: 5 in previous search], and First Fidelity Financial Group of Atlanta, contributing over $170 million in client assets [cite: 5 in previous search, 7 in previous search]. These acquisitions have significantly contributed to GCG Advisory Partners' growth, with assets under management exceeding $3 billion.

The executive team at GCG Advisory Partners includes key leaders such as Joel Burris, who serves as President and Managing Partner, Jim Ball, the Director of Compliance & Executive VP, and Joey Hagner, the Chief Growth Officer. The firm prides itself on its professional and experienced teams, which provide comprehensive administrative, compliance, and operational support. This infrastructure allows partnering advisors to reduce operational burdens and focus on fostering client relationships and driving business expansion.