Tlg Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Summit, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $2.3B in regulatory assets under management, 290 employees, 120 offices, and 6,727 accounts.
Top client segmentIndividuals represent 91.4% of total clients.
Top client categories% of clientsClients
1
Individuals
91.4%
4,717
2
HNWI
5.8%
301
3
Corporations
2.1%
107
4
Pension Plans
0.5%
28
5
Charitable
0.2%
8
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 31, 2026
Discretionary78.0%
$1.8B
78% of total RAUM78.0%
Non-discretionary22.0%
$505M
22% of total RAUM22.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts6,727
10Y AUM Change+$2.0B (+637.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees290
Clients per Employee18:1
10Y Employee Change+170 (+141.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.