Join a Thriving Community of Independent Advisors

Not getting what you need to achieve exceptional growth? Meeting more roadblocks than support?

We’ve been there and we know how frustrating it can be. That’s why we created TAG Advisors. We will help you build a business that’s uniquely yours.

As an independent financial advisor, we know where it can hurt. From practice management to daily operations, technology demands, and compliance requirements, there’s a lot to manage and stay on top of.

When you join our community, you run your practice as you see fit and we serve as the support system behind you. We’ll empower your entrepreneurial spirit with ideas, insights, and strategies to take on whatever is next. As an affiliate of TAG, you’ll benefit from a powerful network of over 350 like-minded peers, with one of the biggest independent broker dealers behind us.

You Can Continue to Grow

Image of Gregory Raines speaking

“I don’t think you’ll find an organization or group of managers or executives that are more passionate about the interests of advisors than us.”


Average 5-year growth of firms affiliated with TAG Advisors in 2021


Average days to transition 80% of client assets


Proportion of financial professionals who stay with us each year

You’re smart.

You’re savvy.

You’re a successful
independent advisor.

We’re supportive.

We’re strategic.

We’ll help you make the most
of your independence.

Recent News

TAG Advisors adds $500 Million firm to growing roster

TAG Advisors sets record for revenue, number of advisors

Nick Cantrell receives top recognition for Responsible Investing

Should you advise your clients’ retirement plans?

TAG Advisors affiliate Bryan Bonisteel Recognized as a Top Retirement Plan Advisor

Upcoming Events

TAG Advisors Annual Meeting – April 23-27th, 2023

I realized I had a support system I never had before in over 30 years in the business.

– Bruce Henning

Download Now

What You Need to Know Before Choosing Your Next Broker Dealer

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
This field is for validation purposes and should be left unchanged.
What You Need to Know Before Choosing Your Next Broker Dealer PDF cover image