TAG Advisors Email Format

Financial ServicesVirginia, United States11-50 Employees

TAG Advisors is a midsize financial services firm that operates as an independent broker-dealer, backing experienced, entrepreneurial financial professionals. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer that is a member of FINRA and SIPC, while investment advisory services are provided by Cambridge Investment Research Advisors, Inc., a registered investment adviser; each organization remains independently responsible for its offerings. The firm presents itself as an advocate for advisors, aiming to reduce compliance and operational challenges and to help practices grow. It combines the resources of a large independent broker-dealer with a tightly connected network of advisers, counting more than 340 affiliated professionals.

TAG's target market comprises independent, self-directed advisers seeking alignment of goals and a supportive, service-focused network to avoid going it alone. The company is based in Glen Allen, Virginia, and operates within the financial services industry as both a broker-dealer and an investment-advisory network. In June 2025, TAG Advisors' CEO Gregory Raines was named a finalist for CEO of the Year at the InvestmentNews Awards.

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