GCG Advisory Partners

GCG Advisory Partners Securities and investment advisory services offered through Osaic Wealth, inc. member FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

06/17/2026

The advisors moving today aren't running from something. They're building toward something.
In 2025, more than 25,000 advisors managing over $3 trillion in client assets changed firms. By 2026, independent RIAs are projected to hold roughly a third of all advisor-managed assets, and the advisors leading that shift now cite scalability and control, not frustration, as the reason they made the move.

The story has changed. Independence is no longer the exit, it's the strategy. It's how entrepreneurial-minded advisors build enterprise value, own their growth, and create a legacy that's genuinely theirs.
That's the premise GCG Advisory Partners was built on.
Because we believe in Independence, Redefined.
Sources: Cerulli Associates (advisor movement and 2026 RIA asset-share projections); ISS Market Intelligence (drivers of breakaway moves).

Could SpaceX Be the Next Big IPO? History Suggests Caution.Mega IPOs often generate significant excitement, but history ...
06/11/2026

Could SpaceX Be the Next Big IPO? History Suggests Caution.

Mega IPOs often generate significant excitement, but history tells a more nuanced story. Since 1999, the 10 largest U.S. IPOs by deal size have all delivered negative returns over the 12 months following their public debut, with an average 1-year return of -28.1%.

While every company and market environment is different, the data serves as a reminder that size and hype don't always translate into short-term performance. For investors considering future high-profile offerings such as a potential SpaceX IPO, maintaining a disciplined, long-term perspective may be just as important as the opportunity itself.

Past performance does not guarantee future results, but history suggests that patience can be a valuable asset when evaluating newly public companies.

Many advisors reach a point where growth creates a new challenge: how do you continue to scale without sacrificing the i...
06/09/2026

Many advisors reach a point where growth creates a new challenge: how do you continue to scale without sacrificing the independence and client experience that made your practice successful in the first place?

The answer isn't always working harder. Sometimes it's finding the right partners, resources, and alignment to help accelerate what you've already built.

Gregg Fortune shares his perspective on why equity, collaboration, and shared growth opportunities are becoming increasingly important for advisors thinking about the future of their business.

Markets don't rise on optimism alone. They rise when earnings support the story.Over the past year, S&P 500 earnings exp...
05/28/2026

Markets don't rise on optimism alone. They rise when earnings support the story.

Over the past year, S&P 500 earnings expectations held relatively steady. But in recent weeks, analysts have significantly revised forecasts higher as companies delivered stronger-than-expected results and improved guidance.

The consensus Q1 2026 earnings estimate now stands at $80.78 per share, a notable jump from where expectations sat for much of the past year.

While headlines and sentiment often drive short-term market movements, earnings remain one of the most important drivers of long-term stock performance. The recent rally isn't just being supported by enthusiasm. It's increasingly being supported by improving fundamentals.



Source: Exhibit A, FactSet Research Systems Inc., Standard & Poor's. Past performance is not indicative of future results.

This , we pause to honor the lives of the brave men and women who made the ultimate sacrifice in service to our nation....
05/25/2026

This , we pause to honor the lives of the brave men and women who made the ultimate sacrifice in service to our nation.

Their courage and dedication will never be forgotten, and their legacy continues to inspire generations. We are grateful for the freedoms they helped protect and for the families who carry their memory forward each day.

From everyone at GCG Advisory Partners, we remember and honor our fallen heroes.

GCG Advisory Partners is thrilled to officially welcome Delaney Metcalf as our new Chief Financial Officer. A seasoned e...
05/22/2026

GCG Advisory Partners is thrilled to officially welcome Delaney Metcalf as our new Chief Financial Officer. A seasoned executive from one of the industry’s leading platforms, Delaney brings the depth of experience and strategic perspective that will help position our firm for continued growth. We are excited for the leadership, insight, and operational excellence he will bring as we continue expanding our platform and investing in the future of our advisor community.

As our CEO, Joel Burris puts it, " "

Welcome Delaney!
Read more in Citywire. 🔗
https://citywire.com/ria/news/4-3bn-gcg-names-ex-osaic-exec-as-cfo/a2489767

Read more on our website: https://www.gcgap.com/delaney-metcalf-joins-as-cfo

We are Excited to announce that Joey Hagner, Chief Growth Officer at GCG Advisory Partners, will be joining the stage at...
05/12/2026

We are Excited to announce that Joey Hagner, Chief Growth Officer at GCG Advisory Partners, will be joining the stage at Invesco’s 2026 Solutions Summit for the “Best Practices Panel.”

Alongside Brian S. Hoffman of Hoffman Financial Strategies and moderated by Carter Loetz of Invesco, the conversation will focus on practice innovation, growth, and the impact strong strategic partnerships can have on advisors and the clients they serve.

We’re grateful to Carter and the entire team at Invesco for their continued partnership and for creating opportunities that bring leaders across the industry together to share ideas, insights, and best practices.

Looking forward to a great discussion.

Today, we’re thinking about the people who shape our lives through care, sacrifice, guidance, and unconditional support....
05/10/2026

Today, we’re thinking about the people who shape our lives through care, sacrifice, guidance, and unconditional support.

To mothers, stepmothers, grandmothers, mentors, caregivers, and to those remembering someone special today, Happy .

Your impact lasts far beyond a single day.

Tech prices and tech valuations are telling two very different stories right now.As of May 4, the S&P 500 Technology sec...
05/05/2026

Tech prices and tech valuations are telling two very different stories right now.

As of May 4, the S&P 500 Technology sector is sitting just -0.5% off its 52-week high, while forward P/E is still down -25.5%. That gap matters.

It means prices have recovered, but valuations have reset. Investors today are paying a meaningfully lower multiple for nearly the same level of price exposure.

This kind of divergence doesn’t happen often. It’s a reminder that what you pay matters just as much as what you own.

We’re excited to be attending the Osaic NXT Conference in Boston on April 29–30.A big thank you to Osaic for bringing ad...
04/28/2026

We’re excited to be attending the Osaic NXT Conference in Boston on April 29–30.

A big thank you to Osaic for bringing advisors and industry leaders together to exchange ideas, share perspectives, and explore what’s next for the advisory space.

Looking forward to the conversations and insights around growth, independence, and the evolving landscape of wealth management.

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1415 Vantage Park Drive, Suite 250
Charlotte, NC
28203

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3:30pm

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