Broker Check

Is it time to make a change?

There are sound reasons to consider transitioning to Collective Financial Group (CFG). And,  it's not just the opportunity for greater cash flow. From keeping up with emerging technologies to concerns over regulatory changes to having greater career flexibility and control over time management, the challenges you face are real. They're also the reasons more advisors are shifting their practice to CFG.

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Financial Professional Perspective

We recently surveyed financial professionals who are currently with or made the transition to CFG.

Here is what they reported:


Significant improvement in flexibility and Time Management


Report Increased Profitability


Greater Overall Career Satisfaction

Its time to feel great about what you do

CFG isn't just one big opportunity-it's many. It's your chance to be recognized for your abilities and work in a positive culture where support resources, peer relationships, and educational programs can take your practice to new heights. With an average age of nearly a decade younger than many others in the industry, we offer true opportunities for succession planning. If you're ready for lasting fulfillment and leadership potential, CFG is here to help you thrive.

Your love of wealth management goes perfectly with our history of leading it.

Located throughout the United States, CFG is a collection of over fifty independent financial offices. With roots dating back to the early 1960's, CFG was founded in 2016 as a way to give individual firms the benefit of scale. It turns out there is strength in numbers.

CFG overview


Year Founded


Offices in the family


Average Advisor Age


Total Client Assets Managed by CFG as of 12/31/2021

Fulfilling meets flexible.

Knowing the challenges of transitioning a practice, we focus on making the process easy. This means working together to develop the best transition package for you. Much like our work culture, we're committed to being flexible in all but one way: finding tomorrow's financial leaders.

Grow your practice. Grow your future.

If you're ready to begin earning the rewards that come with partnership and sound financial thinking, we want to hear from you.

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