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 CEO chats openly with Cambridge CEO Amy Webber about integrity, commitment, flexibility, and kindness and the growth and success of TAG Advisors on the Cambridge Stronger podcast.

Susan Sukys, CFP, featured on the Cambridge Stronger podcast.

Stephen Wershing, CFP, authored the cover story in NAPFA Advisor magazine.

TAG Advisors management meets in Richmond office to update strategy.

TAG Advisor Shanna Tingom, AAMS, CDFA, featured on the Cambridge Stronger podcast.

TAG Advisors CEO Greg Raines and TAG Advisor Ryan Nietert, CFP, speak at Cambridge Premier Club 2022.

Upcoming Events

TAG Advisors Annual Conference, May 16-18, 2022 at PGA Resort & Spa

Cambridge Ignite, September 21-23, 2022 at Gaylord Texan Resort

We were really impressed by the professional organization they ran, the support for advisors, and the care and attention they showed to making sure we had what we needed.

– Shanna Tingom

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What You Need to Know Before Choosing Your Next Broker Dealer

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