SEC-registered wealth management firm Broker-dealer affiliated
TLG Advisors, Inc.
As of its Form ADV filed March 31, 2026, TLG Advisors, Inc., an SEC-registered, broker-dealer affiliated wealth management firm in Summit, New Jersey, reported $2.3 billion in regulatory assets under management across 6,727 accounts, ranking #20 among all wealth firms in New Jersey by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 111052
- SEC file number
- 801-60458
- Registered since
- August 6, 2001
- Latest Form ADV filing
- March 31, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 120
Key figures
- Regulatory assets under management
- $2.3 billion
- Discretionary
- $1.8 billion (78.0%)
- Non-discretionary
- $504.5 million
- Accounts
- 6,727 (5,202 discretionary)
- Clients
- 5,199, approximate as reported
- Employees
- 290
- Advisory staff
- 155 performing investment advisory functions
- Average account
- $341,291
- Asset growth, 1 year
- 17.9% (from $1.9 billion a year earlier)
- Asset growth, 3-year annual rate
- 12.3% (from $1.6 billion three years earlier)
- Asset growth, 5-year annual rate
- 14.5% (from $1.2 billion five years earlier)
- Client growth, 1 year
- -15.8% (from 6,176)
Broker-dealer affiliated. The firm is affiliated with a broker-dealer (Item 7.A(1)), at least half of its advisory staff are registered representatives of a broker-dealer (Item 5.B(2) against 5.B(1)), and its advisers manage less than $100 million each on average (5.F(2)(c) over 5.B(1)), the pattern of a broker-dealer's advisory arm rather than an adviser that owns a small broker-dealer. It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $190.4 million |
| October 3, 2011 | $191.9 million |
| October 1, 2012 | $157.7 million |
| October 1, 2013 | $204.9 million |
| October 1, 2014 | $283.1 million |
| October 1, 2015 | $337.5 million |
| October 3, 2016 | $297.1 million |
| October 2, 2017 | $311.5 million |
| October 1, 2018 | $381.1 million |
| October 1, 2019 | $404.7 million |
| October 1, 2020 | $524.5 million |
| October 4, 2021 | $1.2 billion |
| October 3, 2022 | $1.1 billion |
| October 5, 2023 | $1.6 billion |
| October 1, 2024 | $1.7 billion |
| September 2, 2025 | $1.9 billion |
| October 2, 2026 | $2.3 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 4,717 clients | $1.6 billion | |
| High net worth individuals 301 clients | $554.6 million | |
| Corporations or other businesses 107 clients | $88.2 million | |
| Pension and profit sharing plans 28 clients | $47.5 million | |
| Charitable organizations 8 clients | $1.9 million | |
| Banking or thrift institutions fewer than 5 clients | $0 | |
| State or municipal government entities fewer than 5 clients | $0 | |
| Other investment advisers fewer than 5 clients | $0 | |
| Insurance companies fewer than 5 clients | $0 | |
| Sovereign wealth funds and foreign official institutions fewer than 5 clients | $0 |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting
- Selection of other advisers
- Educational seminars or workshops
- Other
Financial planning clients (Item 5.H): 26-50.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Accountant or accounting firm
- Lawyer or law firm
- Insurance company or agency
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 302
- Also registered through a broker-dealer
- 273
- Employees who are IARs (Form ADV 5.B(3))
- 280
Designations held by the firm's IARs: CFP 38, ChFC 38, CFA 3.
Between 161 and 173 of the firm's 302 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 4 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in New Jersey
| Firm | City | RAUM |
|---|---|---|
| Pine Valley Investments | Marlton | $2.7 billion |
| Withum Wealth Management | Red Bank | $2.3 billion |
| Traphagen Financial Group | Oradell | $2.3 billion |
| Condor Capital Wealth Management | Martinsville | $2.2 billion |
| Roundview Capital, LLC | Princeton | $2.1 billion |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- TLG Advisors, Inc. on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.starlightportfolios.com
- Wealth management firms in New Jersey
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.