Wealth Solutions Report Q&A with Greg Raines: TAG Advisors Proudly Building On Its OSJ Bona Fides
Gregory Raines Discusses Why The Firm Retains Its OSJ Model And How It Supports Advisors
TAG Advisors CEO, Greg Raines, sat down with Jim Roth, Ascentix Partners, to talk about why TAG has kept the OSJ label while so many firms have moved away from it — and how the model has evolved into something bigger.
From TAG’s service lineup (Invest, Planning, Retire, Protect, Assist) to what makes an advisor a great fit, Greg breaks down the philosophy behind TAG’s growth to $21B+ in AUM and its position as the largest branch in the Cambridge network.
A few highlights:
🔹 “Enterprise” means more than compliance — it means advocacy, support, and shared problem-solving
🔹 TAG builds where it can add real value, and partners where others already do it better
🔹 Independence + community aren’t mutually exclusive
Read the full conversation 👇
About TAG Advisors
TAG Advisors is an Enterprise OSJ affiliated with Cambridge Investment Research that provides independent financial professionals with the infrastructure and support to build and grow their businesses. TAG’s national network includes more than 460 financial professionals advising on more than $24 billion in assets under advisement. Across investment management, retirement plan services, insurance, technology and succession planning, TAG develops core services within the organization, combining enterprise scale with a model built to preserve advisor independence.
4801 Cox Rd. Suite 102, Glen Allen, VA 23060
877-676-6785
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. TAG Advisors is not a broker-dealer or a registered investment adviser.