CPC Advisors
CPC Advisors is an independent, fee-based Registered Investment Advisor founded in 1975 and headquartered in Atlanta, GA, providing comprehensive wealth management and financial planning across 100 service areas to high-net-worth individuals and families, with securities offered through Raymond James Financial Services. The firm operates three offices across the Southeast US (Atlanta, Woodstock, Tampa).
- Company typePrivate
- Founded1975
- HeadquartersAtlanta, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What CPC Advisors does
CPC Advisors, LLC is an independent, fee-based Registered Investment Advisor (RIA) founded in 1975 (originally as Consolidated Planning Corporation) and headquartered in Atlanta, Georgia. The firm provides comprehensive wealth management and financial planning services to high-net-worth individuals and families, organized under a 100-service taxonomy spanning investment management, retirement planning, tax strategies, estate planning, cashflow management, business planning, employer benefits, education planning, next-generation wealth transfer, charitable giving, elder care coordination, and information protection. Securities are offered through a channel partnership with Raymond James Financial Services, Inc. (member FINRA/SIPC), which supplies custody, trading, and brokerage infrastructure while CPC retains independent advisory discretion.
The firm's underlying technology stack combines conventional wealth management tooling—Bloomberg for market data, Raymond James infrastructure for trading/custody, and institutional share-class portfolio management platforms—with one proprietary component: a life insurance analysis software used to size coverage adequacy for client estate plans. Beyond its flagship offering, CPC introduced an Impact Investing (ESG-integrated) product line to serve clients seeking values-aligned portfolio construction. The firm operates three offices (Atlanta HQ, Woodstock GA, Tampa FL) and has celebrated 50 years of operations as of 2025 under its current President & CEO, Varun K. Marneni, CFP, CEPA, who succeeded founder Mike Hines.
The revenue model is built on a percentage-of-AUM advisory fee structure (subscription/recurring), supplemented by securities commissions routed through the Raymond James broker-dealer affiliate (transaction fee). Go-to-market is sales-led and referral-driven: client acquisition relies on professional advisor relationships, client referrals, content marketing (quarterly economic webinars, video series, market commentary), and industry recognition (Forbes, Barron's, USA Today, FT, InvestmentNews). Customer segmentation is horizontal, targeting high-net-worth households across the Southeast US region, with employee headcount in the 11-50 range consistent with a mid-sized, principally-owned advisory firm that has scaled AUM without proportionally scaling staff.
CPC Advisors firmographics
Firmographics- Name
- CPC Advisors
- Legal name
- CPC Advisors, LLC
- Website
- https://cpcadvisors.com
- Company type
- Private
- Founded year
- 1975
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CPC Advisors is an independent, fee-based Registered Investment Advisor founded in 1975 and headquartered in Atlanta, GA, providing comprehensive wealth management and financial planning across 100 service areas to high-net-worth individuals and families, with securities offered through Raymond James Financial Services. The firm operates three offices across the Southeast US (Atlanta, Woodstock, Tampa).
- Ownership category
- akta.pro rank
CPC Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where CPC Advisors is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
CPC Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: Investment advisory services generate revenue through fees calculated as a percentage of assets under management (AUM). The firm operates as a fee-based advisor, distinguishing it from commission-based broker-dealers.
- Securities Commissions: Securities transactions are facilitated through Raymond James Financial Services, generating commission revenue for the affiliated broker-dealer entity.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based advisory services with AUM percentage pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
CPC Advisors product offering
Product offeringCore offering
CPC Advisors is a fee-based Registered Investment Advisor (RIA) that delivers comprehensive wealth management and financial planning services to high-net-worth individuals and families. Its core offering combines personalized financial planning, discretionary investment management, tax-efficient portfolio construction, retirement income strategies, and estate and multi-generational wealth transfer coordination across approximately 100 service areas. Securities execution and custody are facilitated through an affiliated broker-dealer, Raymond James Financial Services, while CPC retains independent advisory discretion over client portfolios.
Product overview
CPC Advisors is a wealth management firm offering a unified platform of financial advisory services. The core offering combines Financial Planning Services with Impact Investing (ESG-focused investment management) and the comprehensive 100 Ways Wealth Management suite covering investment strategies, retirement, insurance, taxes, estate planning, business planning, and charitable giving. The firm operates as a single integrated advisory practice rather than a modular software platform, providing holistic wealth management for individuals, families, and businesses across Atlanta, Woodstock, and Tampa offices.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
Quantifiable outcome
- Beat consensus earnings estimates across multiple portfolio company holdings including GE Aerospace ($1.86 vs $1.60 estimate), Netflix ($1.23 vs $0.76 estimate), Comfort Systems USA ($9.37 vs $6.75 estimate)
Companies that use CPC Advisors
Customer profileSegments1 record
Ideal customer profiles1 record
CPC Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
CPC Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Raymond James Financial ServicescoreSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. CPC Advisors operates as an independent RIA, with Raymond James providing brokerage, custody, and trading infrastructure while CPC delivers investment advisory services. This affiliation enables CPC to access institutional-level services for clients while maintaining independent advisory discretion.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
CPC Advisors competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, tax, and estate services to HNW clients. Highly comparable as a fee-based, multi-office RIA with a similar holistic-service positioning and a comparable mix of institutional share-class portfolio construction.
- Mariner Wealth Advisors: National independent RIA providing comprehensive wealth advisory, tax, estate, and retirement planning to HNW individuals and families. Closely comparable in service breadth, fee-based model, multi-office footprint, and HNW target client.
- Carson Group: Wealth management firm offering financial planning, investment management, and business coaching to advisors and HNW clients. Comparable in fee-based RIA model, financial-planning-led service model, and use of technology platforms to scale advisor productivity.
- Hightower Advisors: National RIA serving HNW individuals, families, and institutions with comprehensive wealth planning, investment management, and consulting services. Comparable in fee-based RIA structure, multi-office footprint, advisor-led HNW focus, and partnership-style affiliation model.
- Savant Capital Management: Fee-only independent RIA providing financial planning, investment management, and tax services to HNW individuals and families. Comparable in fee-based fiduciary model, comprehensive financial planning emphasis, multi-office presence, and Midwest-to-national growth trajectory.
- Fisher Investments: Independent investment management firm serving HNW individuals and institutions with discretionary portfolio management. Comparable in AUM-based fee model, institutional-style portfolio construction, and HNW private client focus.
- The Colony Group: Independent wealth management firm providing investment advisory, financial planning, tax, and estate services to HNW individuals, families, and institutions. Highly comparable in fee-based RIA structure, multi-office presence, and comprehensive service breadth.
Broad incumbents
- Focus Financial Partners: Partnership platform for independent RIAs and wealth management firms, providing capital, M&A, and operational support. Comparable as a peer because CPC sits in the same RIA ecosystem; Focus serves many firms with profiles similar to CPC, including tax and financial-planning-led advisory practices.
- Edelman Financial Engines: Large national wealth management firm combining traditional advisory with digital advice. Comparable as a comprehensive financial-planning-and-investment-management RIA serving HNW and mass-affluent clients, though at materially larger scale.
Others
- Raymond James Financial Services: CPC's affiliated broker-dealer providing custody, trading, and brokerage infrastructure. Included as a partner/counterparty rather than a competitor; materially relevant because CPC's operating model and economics are intertwined with Raymond James.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
CPC Advisors social profiles
Digital presenceCPC Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
CPC Advisors leadership team
Management profileNumber of profiles
Profiles12 records
CPC Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CPC Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CPC Advisors
What does CPC Advisors do?
CPC Advisors is a fee-based Registered Investment Advisor (RIA) that delivers comprehensive wealth management and financial planning services to high-net-worth individuals and families. Its core offering combines personalized financial planning, discretionary investment management, tax-efficient portfolio construction, retirement income strategies, and estate and multi-generational wealth transfer coordination across approximately 100 service areas. Securities execution and custody are facilitated through an affiliated broker-dealer, Raymond James Financial Services, while CPC retains independent advisory discretion over client portfolios.
Is CPC Advisors a public or private company?
CPC Advisors is a private company. It is classified as management employee owned and is currently operating.
When was CPC Advisors founded?
CPC Advisors was founded in 1975. It employs 11 to 50 people.
Where is CPC Advisors based?
CPC Advisors is headquartered in Atlanta, United States, in the North America region.
How does CPC Advisors make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are securities Commissions.
Who are CPC Advisors's main competitors?
Direct peers on record are Creative Planning, Mariner Wealth Advisors, Carson Group, Hightower Advisors, Savant Capital Management, Fisher Investments and The Colony Group. Broad incumbents are Focus Financial Partners and Edelman Financial Engines. Raymond James Financial Services is listed as an others.
Does CPC Advisors have an API?
No public API is recorded for CPC Advisors.
What industry is CPC Advisors in?
CPC Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.