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TRG INVESTMENT ADVISORS, LLC

DENVER, CO · CRD 315629 · IAPD ↗ · 800-222-6016

$167.1MRegulatory AUM
6Advisory reps
6Employees
114Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — TRG INVESTMENT ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2026 — TRG INVESTMENT ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — TRG INVESTMENT ADVISORS, LLC reported RAUM down 85% ($1.11B -> $167.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2026 — TRG INVESTMENT ADVISORS, LLC moved its main office from BRATTLEBORO, VT to DENVER, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
March 2025 — TRG INVESTMENT ADVISORS, LLC crossed $1B in regulatory AUM ($913.0M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2024 — TRG INVESTMENT ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — TRG INVESTMENT ADVISORS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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