Insights

Strong Industry Position TAG Advisors operates as a leading independent broker-dealer within the financial services sector, supporting a sizable network of over 340 advisors and generating significant revenue between 25 million to 50 million dollars, indicating a stable and well-established market presence.

Growth and Recognition The company's recent participation in high-profile industry events, such as the 2025 InvestmentNews Awards where its CEO was named a finalist for CEO of the Year, highlights its active engagement in industry leadership and its commitment to excellence.

Talent Acquisition Focus Recent hiring of new financial professionals like Jeff Nowak suggests a strategic effort to expand and strengthen its advisory team, presenting opportunities for services related to talent management, onboarding solutions, and professional development tools.

Tech Stack Integration Utilization of modern technologies, including PHP, Nginx, and MySQL, shows that TAG Advisors values technological infrastructure, which opens sales opportunities around cybersecurity, data management, and digital transformation services tailored for financial firms.

Market Expansion Potential With a stable revenue base and emphasis on individualized service within a competitive landscape, there is an opportunity to promote advanced regulatory compliance, operational efficiency tools, and innovative client engagement platforms to support continued growth.

TAG Advisors Tech Stack

TAG Advisors uses 8 technology products and services including MySQL, Twemoji, Modernizr, and more. Explore TAG Advisors's tech stack below.

  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Slick
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Nginx
    Web Servers

TAG Advisors's Email Address Formats

TAG Advisors uses at least 4 format(s):
TAG Advisors Email FormatsExamplePercentage
First.Last@cambridgesecure.comJohn.Doe@cambridgesecure.com
50%
FLast@cambridgesecure.comJDoe@cambridgesecure.com
37%
First.Middle@cambridgesecure.comJohn.Michael@cambridgesecure.com
6%
FirstL@cambridgesecure.comJohnD@cambridgesecure.com
4%
Fir.Last@cambridgesecure.comJoh.Doe@cambridgesecure.com
3%
FLast@tagholdings.comJDoe@tagholdings.com
100%
FLast@tagadvisors.usJDoe@tagadvisors.us
100%

Frequently Asked Questions

What is TAG Advisors's phone number?

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You can contact TAG Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is TAG Advisors's official website and social media links?

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TAG Advisors's official website is tagadvisors.us and has social profiles on LinkedIn.

What is TAG Advisors's NAICS code?

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TAG Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does TAG Advisors have currently?

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As of December 2025, TAG Advisors has approximately 201 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: B. D.Chief Investment Strategist: T. T.President: A. B.. Explore TAG Advisors's employee directory with LeadIQ.

What industry does TAG Advisors belong to?

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TAG Advisors operates in the Financial Services industry.

What technology does TAG Advisors use?

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TAG Advisors's tech stack includes MySQLTwemojiModernizrSlickHammer.jsPriority HintsPHPNginx.

What is TAG Advisors's email format?

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TAG Advisors's email format typically follows the pattern of First.Last@cambridgesecure.com. Find more TAG Advisors email formats with LeadIQ.

TAG Advisors

Financial ServicesVirginia, United States201-500 Employees

If you are an experienced, independent, entrepreneurial advisor, you want your business to thrive. But you may be frustrated by increasingly difficult compliance and operational problems with your broker dealer. You need a strategic partner whose goals and vision align with yours. 
At TAG, we believe you deserve an advocate who understands and supports your goals and aspirations. 
We understand your challenges and pain. Which is why we have built an organization of over 340 like-minded advisors who have found they do better together with us than going it on their own. 
We combine the advantages of one of the largest independent broker-dealers with an intimate network dedicated to individualized service. 


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.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $25M$50M

    TAG Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    TAG Advisors's revenue is estimated to be in the range of $25M$50M

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