TAG Associates is honored to be ranked #40 by Financial Advisor Magazine’s 2020 Ranking. The list includes more than 700 RIAs from across the nation. Thank you FA Magazine for including us!
Financial Advisor Magazine’s RIA ranking is based on assets under management at year end. To be considered for this ranking, the firm must be independent registered investment advisors, file their own ADV statement with the SEC and also provide financial planning and related services to individual clients. For the full list of the 2020 RIA ranking, please click here.