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For asset managers

SEC-registered independent wealth management RIA

CGN Advisors, LLC

As of its Form ADV filed July 2, 2026, CGN Advisors, LLC, an SEC-registered independent wealth management RIA in Manhattan, Kansas, reported $1.6 billion in regulatory assets under management across 4,023 accounts, ranking #10 among independent RIAs in Kansas by assets.

Registration

Main office
Manhattan, KS
Registration
SEC-registered, Approved
CRD number
159359
SEC file number
801-72913
Registered since
December 8, 2011
Latest Form ADV filing
July 2, 2026
Organized as
Limited Liability Company
Fiscal year ends
December
Other offices
32

Key figures

Regulatory assets under management
$1.6 billion
Discretionary
$1.6 billion (100.0%)
Non-discretionary
$437,499
Accounts
4,023 (4,021 discretionary)
Clients
2,320, approximate as reported
Employees
49
Advisory staff
37 performing investment advisory functions
Average account
$397,933
Asset growth, 1 year
26.9% (from $1.3 billion a year earlier)
Asset growth, 3-year annual rate
30.3% (from $724.5 million three years earlier)
Asset growth, 5-year annual rate
28.0% (from $466.1 million five years earlier)
Client growth, 1 year
4.8% (from 2,214)

Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.

Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.

Rankings

Among independent wealth management RIAs.

Assets over time

CGN Advisors, LLC: regulatory assets under managementThe SEC's yearly snapshots and the latest filing. Years of state registration are not in the SEC files.RAUM the firm reported in each snapshot, October 1, 2012 to October 2, 2026.
$0$500M$1B$1.5B$2B201220152018202020232026$1.6BOctober 1, 2012: $0October 1, 2013: $1.8 millionOctober 1, 2014: $8.2 millionOctober 1, 2015: $23.7 millionOctober 3, 2016: $41.3 millionOctober 2, 2017: $75.4 millionOctober 1, 2018: $64.4 millionOctober 1, 2019: $108.7 millionOctober 1, 2020: $273.4 millionOctober 4, 2021: $466.1 millionOctober 3, 2022: $551.1 millionOctober 5, 2023: $724.5 millionOctober 1, 2024: $1.1 billionSeptember 2, 2025: $1.3 billionOctober 2, 2026: $1.6 billion
Data table
CGN Advisors, LLC: regulatory assets under management
As ofRAUM
October 1, 2012$0
October 1, 2013$1.8 million
October 1, 2014$8.2 million
October 1, 2015$23.7 million
October 3, 2016$41.3 million
October 2, 2017$75.4 million
October 1, 2018$64.4 million
October 1, 2019$108.7 million
October 1, 2020$273.4 million
October 4, 2021$466.1 million
October 3, 2022$551.1 million
October 5, 2023$724.5 million
October 1, 2024$1.1 billion
September 2, 2025$1.3 billion
October 2, 2026$1.6 billion

Clients and services

Client mix

Regulatory assets by client typeForm ADV Item 5.D, as reported. Client counts are approximate.
MeasureBarRAUM
High net worth individuals 493 clients $1.2 billion
Individuals (other than high net worth) 788 clients $281.7 million
Other investment advisers fewer than 5 clients $63.6 million
Pension and profit sharing plans 25 clients $25.1 million
Charitable organizations 7 clients $5.9 million
Corporations or other businesses 7 clients $2.3 million

How the firm is paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Advisory services

  • Financial planning
  • Portfolio management for individuals or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting
  • Selection of other advisers
  • Educational seminars or workshops
  • Other

Financial planning clients (Item 5.H): 999.

Wrap fee program sponsor or portfolio manager: no.

Other business, affiliations and custody

Other business activities (Item 6.A)

None reported.

Financial industry affiliations (Item 7.A)

None reported.

Custody (Item 9)

The firm reported custody of client cash or securities, $408.3 million in total.

Investment adviser representatives

IARs registered with the firm
37
Also registered through a broker-dealer
0
Employees who are IARs (Form ADV 5.B(3))
37

Designations held by the firm's IARs: CFP 35, CFA 2, PFS 1.

Between 4 and 15 of the firm's 37 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.

Counts only. AdvisorIQ does not list individual people.

Disclosures

On Form ADV Item 11 the firm answered yes to 1 disclosure question. See the detail on IAPD.

Succession and acquired firms

On Form ADV Item 4 the firm did not report succeeding to another adviser's business.

Succession and M&A for advisors

Similar-sized firms in Kansas

The five independent RIAs nearest in regulatory assets with a main office in the same state.

Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.