60% growth since last September puts firm ahead of goal to reach $3 billion AUM by the end of 2027. By DWN Staff: An in-house asset management platform is gaining traction at TAG Advisors, the $24 billion Enterprise OSJ affiliated with Cambridge Investment Research and located in Glen Allen, Virginia. TAG Invest, launched by the firm in 2022, has surpassed $2 billion in assets under management, an increase of more than 60% since September 2025.…
This story is only covered by news sources that have yet to be evaluated by the independent media monitoring agencies we use to assess the quality and reliability of news outlets on our platform. Learn more here.