GCG Advisory Partners announced that Head Investment Partners, a Knoxville, Tennessee-based advisory firm with $180 million in assets under management, has joined its platform.
Head Investment Partners is led by Daniel Head, who will join GCG as an Operating and Equity Partner. Through the partnership, Head Investment Partners will gain access to GCG’s technology platform, operational support, marketing resources, and capital for continued growth.
The partnership establishes GCG’s first footprint in Tennessee. GCG noted that Tennessee ranked among the top 10 states for population growth in 2025 and had the fourth-highest net domestic migration nationally, supported by its no-income-tax status and growing concentration of high-net-worth individuals.
Head Investment Partners will serve as GCG’s anchor equity partner in the region. The firm provides wealth management and retirement plan services to clients across the Southeast.
Head Investment Partners is built around a client-first culture, proprietary risk management, and operational discipline. The firm follows a Plan. Protect. Prosper. philosophy that supports comprehensive wealth management and retirement plan services.
The partnership reflects GCG’s Monetize and Grow platform, which is designed to give entrepreneurial advisors liquidity, succession planning, infrastructure, technology, operational support, and growth capital while allowing them to retain their identity and client relationships.
Head Investment Partners will retain its brand and continue managing day-to-day operations. Terms of the transaction were not disclosed.
GCG Advisory Partners is focused on legacy, succession, and M&A in the hybrid and independent RIA space. The company is the parent of GCG Wealth Management and other financial services businesses.
In 2025, GCG announced a recapitalization and strategic investment from BharCap Partners. The firm provides capital, acquisition and succession strategies, and a technology platform across 15 office locations throughout the Southeast and Midwest.
KEY QUOTES:
“Welcoming Daniel, Carleen, and the Head Investment Partners team is exactly the kind of partnership we set out to build. They’ve spent years earning their clients’ trust and running a disciplined, deeply personal practice, and our role is to give them the capital and resources to take it further, without changing what makes them special. That is what our model is about, and we are proud to partner with the Head Investment Partners team.”
Joel Burris, CEO and Managing Partner of GCG Advisory Partners
“From our very first interactions with Daniel, it was apparent that he was a charismatic advisor and a natural leader. His clients see the same empathy, trust, and drive we saw the moment we met him. He’s a serial entrepreneur still in growth mode, exactly the mindset that defines GCG. Partnering with Daniel also establishes our first footprint in Tennessee, one of the nation’s top destinations for wealth migration.”
Joey Hagner, Chief Growth Officer of GCG Advisory Partners
“I evaluated many options, including private equity aggregators, broker-dealers, and other RIA platforms, but ultimately it came down to culture and shared values. GCG was the only partner that wanted to build on what we’ve created rather than change it. Its platform expands what we can deliver to our clients, with the depth of resources to deepen relationships across our business-owner network and create lasting value for the families we serve. My clients have trusted us for decades, and GCG understood from day one that protecting those commitments comes first. I’m proud to join as an equity partner and help build something enduring.”
Daniel Head, Managing Director of Head Investment Partners and Operating & Equity Partner of GCG Advisory Partners
