TAG Associates is pleased to announce that the firm is included once again in Barron’s Top 100 RIA Firms list. This annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
Congratulations to the entire TAG team for its hard work and dedication, and thanks to our clients for placing their trust and confidence in us.
Participation in Barron’s Top 100 RIA Firms ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance.