TLG Advisors was formed over 25 years ago to offer asset management and fee-based solutions to our existing registered rep base, comprised mainly of insurance producers. Today we have grown to over 260 investment advisor representatives and over $1.6 billion in assets. We still maintain our roots as a customer-service-first organization, and we will always remember that it is our advisors that make us great.

You are somebody, not just anybody.

We take the time to get to know your business, so we can best support you as an RIA. We have a nice mix of hybrid, insurance-oriented financial planners, as well as fee-based and fee-only advisors. Our reps enjoy enhanced flexibility, reduced liability, vast product access, and helpful technology tools to help them leverage their potential.

Insurance is in our roots.

TLG Advisors will always remain a friendly RIA solution for insurance agencies, marketing organizations, and annuity producers. We maintain our belief that, to truly act in a fiduciary capacity, advisors must take a complete approach to financial planning, which includes an insurance-needs analysis.

Making the Connection

Not only can we provide an RIA platform for asset management, we offer the opportunity to connect our advisors to outsourced insurance divisions (OIDs), brokerage general agencies, and annuity IMO/FMO groups to help them grow their business. Additionally, we provide access to a growing number of fee-based annuity and life insurance products that align more with the advisor model.

Let us know how we can help you.

Executive Leadership

Sean Wickersham


Jane Riley

Chief Compliance Officer

Brennan Mann

Chief Operations Officer

Charles Arnold

Chief Marketing Officer

Ben Tiller

Director of Advisory Services