Richmond, VA – Wealth Solutions Report (WSR) has awarded TAG Advisors a 2022 WSR Wealth Exemplar Award. The award recognizes TAG Advisors as one of the top three firms in its Independent FA Groups category. In its announcement, WSR specifically noted TAG Advisors’ spectacular growth in 2021, when it added 60 advisors and almost $3 billion in assets under advisement.
Greg Raines, CEO of TAG Advisors, credits the organization’s team for making the firm a top destination for independent financial advisors.
“Our financial professionals thrive because we have a team that gets actively involved in moving them forward” Raines said. “Our managing directors take a personal interest in the advisors they support. And our management team is always available when issues arise. We hear that involvement is what was lacking before they joined us and it makes all the difference. For us, the relationship is more important than the business.”
“Our advisors constantly comment on our weekly zoom calls, open to everyone who is affiliated with the firm” adds Andrew J. Evans, Executive Vice President. “They say it makes TAG Advisors more of a community.”
The WSR Wealth Exemplar Awards honor firms and individuals who contributed to the wealth management industry on an exemplary basis. They serve not only to celebrate excellence in wealth management at also to express a bright optimistic outlook for the industry.
TAG Advisors is a national community of over 350 thriving independent financial professionals across the country, with over $10 Billion in assets under advisement. The management and staff of TAG Advisors represents decades of experience in all facets of financial services.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.
The 2022 Wealth Exemplar award is issued by the Wealth Solutions Report honors firms and individuals who contribute to the wealth management industry. TAG Advisors was one of the top three firms who received the award in the Independent FA Group. This award is not indicative of any investment performance.