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TLG ADVISORS, INC.
CRD 111052File 801-60458
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.30B
Top 25% of cohort (national)
Discretionary AUM
$1.79B
Non-discretionary $504.5M
Clients
5,161
6,727 accounts
Employees
290
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 6, 2001
- Principal office
- 475 SPRINGFIELD AVE, SUMMIT, NJ, 07901
- Phone
- 888-371-0013
- Website
- HTTP://WWW.TLGADVISORS.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.30B
- Discretionary AUM
- $1.79B
- Non-discretionary AUM
- $504.5M
- Discretionary accounts
- 5,202
- Non-discretionary accounts
- 1,525
- Total accounts
- 6,727
- AUM per client
- $445K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 107 | $88.2M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 8 | $1.9M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 301 | $554.6M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 28 | $47.5M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 4,717 | $1.60B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 280 | 290 | increased by10 |
| Apr 1, 2026 | Clients | 6,138 | 5,161 | decreased by977 |
| Apr 1, 2026 | AUM | $1,948,103,893 | $2,295,865,632 | increased by$347,761,739 |
| Apr 1, 2026 | Accounts | 6,331 | 6,727 | increased by396 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 244 | 280 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,064 | 6,138 | increased by3,074 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,103,911,030 | $1,948,103,893 | increased by$844,192,863 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,064 | 6,331 | increased by3,267 |
| Apr 1, 2022 | Employees | 175 | 244 | increased by69 |
| Apr 1, 2022 | Clients | 2,081 | 3,064 | increased by983 |
| Apr 1, 2022 | AUM | $1,164,454,813 | $1,103,911,030 | decreased by$60,543,783 |
| Apr 1, 2022 | Accounts | 4,271 | 3,064 | decreased by1,207 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TLG ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TLG ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.