TAG Advisors

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Stephen Wershing, Director of Marketing



TAG Advisors sets record for revenue, number of advisors

TAG Advisors has surpassed two milestones that few branch organizations accomplish. Its revenue has exceeded $100 million and the number of financial professionals in the organization has just passed 400.

In December 2011, Eric Schwartz, now Executive Chairman of Cambridge Investment Research, Inc., said to Greg Raines, CEO of TAG Advisors “I believe that someday we can be a billion dollar broker dealer and that TAG Advisors can be a $100 Million branch.” Both lofty goals have now been achieved.

When you provide a valuable service, word spreads. Most of the financial professionals affiliated with TAG Advisors first heard about the organization through colleagues or wholesalers. Even Cambridge itself refers prospective advisors when they see a match between the additional services TAG Advisors provides and the unique needs of the individual professional.

“The credit goes to our team” says Jason Stone, President of TAG Advisors. “They say surround yourself with talented individuals and let them do what they do best. Our team is very good and our financial professionals benefit.”

Chief Operating Officer April Booth echoes that sentiment. “While the numbers are impressive, behind the numbers is an even more impressive team of passionate individuals that onboard and support the financial professionals that make up the numbers. Without that team, and the quality advisors they support, we could never have gotten to this point.”

Greg summarizes it this way. “We aspire to be a great destination for independent, entrepreneurial financial advisors who want to thrive. We are excited about all the additional opportunities this new critical mass will provide.”

For more information about TAG Advisors and how it can help you thrive, go to or email

TAG Advisors is a national community of over 400 thriving independent financial professionals across the country, with over $14 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 4Advisors, 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.