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TLG ADVISORS, INC.

SUMMIT, NJ · CRD 111052 · IAPD ↗ · 888-371-0013

$2.30BRegulatory AUM
155Advisory reps
290Employees
38Clients
26-50Planning clients
0Private funds
49States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TLG ADVISORS, INC. added office(s): 107 -> 120 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
April 2026 — TLG ADVISORS, INC. grew from 147 to 155 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
August 2025 — TLG ADVISORS, INC. notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — TLG ADVISORS, INC. moved its main office from LITTLETON, CO to SUMMIT, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
51
April 2025 — TLG ADVISORS, INC. notice-filed in DC, NM, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — TLG ADVISORS, INC. added office(s): 96 -> 107 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2025 — TLG ADVISORS, INC. now reports 10 private fund(s) ($96.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
80
April 2025 — TLG ADVISORS, INC. grew from 137 to 147 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — TLG ADVISORS, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.