{
  "crd_number": 111052,
  "slug": "tlg-advisors-inc-summit-nj-111052",
  "primary_business_name": "TLG ADVISORS, INC.",
  "legal_name": "TLG ADVISORS, INC.",
  "dbas": [
    "ASSET MANAGEMENT GROUP",
    "CANTILEVER WEALTH MANAGEMENT LLC",
    "CLARITY FINANCIAL",
    "GARLIKOV ADVISORS INC",
    "GERRARD ADVISORS LLC",
    "GIDEON STRATEGIC PARTNERS,",
    "GOAL LINE CAPITAL",
    "HANSON WEALTH MANAGEMENT",
    "HN WEALTH MANAGEMENT",
    "INSLEY INVESTMENT GROUP LLC",
    "K&M WEALTH ADVISORS, LLC",
    "MACK FINANCIAL GROUP, INC",
    "MILESTONE FINANCIAL SOLUTIONS",
    "PASSERELLE ADVISORS",
    "RAABE & ASSOCIATES",
    "RESOURCE INSURANCE & FINANCIAL GROUP",
    "SENIOR FINANCIAL PLANNING LLC",
    "STARLIGHT PORTFOLIOS",
    "STRATEGIC PLANNING GROUP PLLC",
    "WEALTH STRATEGIES GROUP"
  ],
  "city": "Summit",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-08-06",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 2295865632.0,
  "raum_discretionary": 1791330076.0,
  "raum_non_discretionary": 504535556.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 290,
  "advisory_employees": 155,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1900142.0,
      "count": 8
    },
    "individuals": {
      "raum": 1603667148.0,
      "count": 4717
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 47504396.0,
      "count": 28
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 554634989.0,
      "count": 301
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 88158957.0,
      "count": 107
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://linkedin.com/search/results/all?fetchDeterministicClustersOnly=true&heroEntityKey=urn%3Ali%3Aorganization%3A1518512",
    "https://starlightportfolios.com",
    "https://tlgadvisors.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111052",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "SUMMIT",
  "url": "https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052",
  "display_name": "TLG Advisors, Inc.",
  "summary": "TLG Advisors, Inc. is an SEC-registered investment advisory firm in Summit, NJ, registered since 2001, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. TLG Advisors, Inc. (CRD 111052): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is TLG Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), TLG Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is TLG Advisors, Inc. located?",
      "a": "TLG Advisors, Inc.'s principal office is in Summit, NJ, according to its Form ADV; the April 2026 filing also lists 77 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is TLG Advisors, Inc. registered with the SEC or a state?",
      "a": "TLG Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111052."
    },
    {
      "q": "How much does TLG Advisors, Inc. manage?",
      "a": "TLG Advisors, Inc. reports $2,295,865,632 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (78% discretionary)."
    },
    {
      "q": "How have TLG Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for TLG Advisors, Inc.: Regulatory assets under management: $1,164,454,813 in the October 2021 data and $2,295,865,632 in the October 2026 data, up 97%. Total employees: 175 in October 2021 and 290 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does TLG Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,717); high net worth individuals (301); corporations or other businesses not listed above (107)."
    },
    {
      "q": "Which custodians does TLG Advisors, Inc. use?",
      "a": "TLG Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Pershing Advisor Solutions LLC and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does TLG Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111052"
    },
    {
      "q": "What changed in TLG Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists the business name Pacific Capital Strategies, Inc.. No longer lists the business name Abundant Wealth Management. Added the business name K&M Wealth Advisors, LLC. Added the business name Goal Line Capital. Employees performing advisory functions went from 147 to 155. Regulatory assets under management went from $1,948,103,893 to $2,295,865,632 (+18%). Changed its office addresses in Overland Park, KS. Changed its office addresses in Raleigh, NC. Added an office in Bernardsville, NJ. Added an office in Burnet, TX. Added an office in Deerfield, IL. Added an office in Denver, CO. Added an office in Fargo, ND. Added an office in Harrisonburg, VA. Added an office in Louisville, KY. Added an office in Oklahoma City, OK. Added an office in Omaha, NE. Added an office in Sacramento, CA. Added an office in San Diego, CA. Added an office in Sarasota, FL. Added an office in Tupelo, MS. No longer lists an office in Algonquin, IL. No longer lists an office in Bradenton, FL. No longer lists an office in Costa Mesa, CA. No longer lists an office in Dripping Springs, TX. No longer lists an office in Elkhorn, NE. No longer lists an office in Northbrook, IL. No longer lists an office in Stamford, CT. No longer lists an office in Steubenville, OH. No longer lists an office in Wilmington, DE."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1164454813.0,
      "total_employees": 175,
      "filing_date": "2021-09-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1103911030.0,
      "total_employees": 244,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1620548890.0,
      "total_employees": 264,
      "filing_date": "2023-09-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1661324827.0,
      "total_employees": 264,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1948103893.0,
      "total_employees": 280,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2295865632.0,
      "total_employees": 290,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Pacific Capital Strategies, Inc..",
        "No longer lists the business name Abundant Wealth Management.",
        "Added the business name K&M Wealth Advisors, LLC.",
        "Added the business name Goal Line Capital.",
        "Employees performing advisory functions went from 147 to 155.",
        "Regulatory assets under management went from $1,948,103,893 to $2,295,865,632 (+18%).",
        "Changed its office addresses in Overland Park, KS.",
        "Changed its office addresses in Raleigh, NC.",
        "Added an office in Bernardsville, NJ.",
        "Added an office in Burnet, TX.",
        "Added an office in Deerfield, IL.",
        "Added an office in Denver, CO.",
        "Added an office in Fargo, ND.",
        "Added an office in Harrisonburg, VA.",
        "Added an office in Louisville, KY.",
        "Added an office in Oklahoma City, OK.",
        "Added an office in Omaha, NE.",
        "Added an office in Sacramento, CA.",
        "Added an office in San Diego, CA.",
        "Added an office in Sarasota, FL.",
        "Added an office in Tupelo, MS.",
        "No longer lists an office in Algonquin, IL.",
        "No longer lists an office in Bradenton, FL.",
        "No longer lists an office in Costa Mesa, CA.",
        "No longer lists an office in Dripping Springs, TX.",
        "No longer lists an office in Elkhorn, NE.",
        "No longer lists an office in Northbrook, IL.",
        "No longer lists an office in Stamford, CT.",
        "No longer lists an office in Steubenville, OH.",
        "No longer lists an office in Wilmington, DE."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    },
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4717,
      "fewer_than_5": false,
      "raum": 1603667148.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 301,
      "fewer_than_5": false,
      "raum": 554634989.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 47504396.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1900142.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 107,
      "fewer_than_5": false,
      "raum": 88158957.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111052",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}