TAG Advisors Employee Directory

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.

Find TAG Advisors employees' phone numbers or email addresses

TAG Advisors Global Highlights

Location
Employees

North America
98

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  • United States Of America
    98

Africa
1

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  • Côte D'ivoire
    1

Asia
1

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  • India
    1

South America
1

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  • Brazil
    1

TAG Advisors's Leadership

  • Stylized image of a person
    G. R.
    Ceo
    Phone icon
  • Stylized image of a person
    B. D.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    T. T.
    Chief Investment Strategist
    Phone icon
  • Stylized image of a person
    A. B.
    President
    Phone icon
  • Stylized image of a person
    J. S.
    President
    Phone icon
  • Stylized image of a person
    J. S.
    President
    Phone icon
  • Stylized image of a person
    J. P.
    President
    Phone icon
  • Stylized image of a person
    J. K.
    Chfc
    Phone icon

TAG Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Business Development
  • Information Technology
  • Other
  • Community & Social Services

Contact profiles from TAG Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. R.
    Ceo
    Phone icon
    United StatesVirginia
    Jun 03, 2026
  • Stylized image of a person
    A. B.
    President
    Phone icon
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    J. K.
    Chfc
    Phone icon
    United StatesPennsylvania
    Apr 03, 2026
  • Stylized image of a person
    J. S.
    President
    Phone icon
    United StatesVirginia
    Aug 28, 2024
  • Stylized image of a person
    J. S.
    President
    Phone icon
    United StatesVirginia
    Apr 03, 2026
  • Stylized image of a person
    B. D.
    Chief Executive Officer
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    D. D.
    Managing Partner
    Phone icon
    Aug 29, 2024
  • Stylized image of a person
    D. M.
    Owner
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    D. D.
    Co Founder
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    D. S.
    Co Founder
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is TAG Advisors known for?

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TAG Advisors operates in the Financial Services industry. The company's main headquarters is located in 4801 Cox Road Glen Allen, Virginia 23060 United States; you can contact the main corporate office by phone at . Explore TAG Advisors's company overview page for more information.

What is TAG Advisors's most common email format?

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TAG Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TAG Advisors email formats with LeadIQ.

How many employees does TAG Advisors have currently?

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TAG Advisors has approximately 47 employees as of June 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are TAG Advisors's key employees and leadership?

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As of June 2026, TAG Advisors's key employees include:

  • Ceo: G. R.
  • Chief Executive Officer: B. D.
  • Chief Investment Strategist: T. T.
  • President: A. B.
  • President: J. S.

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