Enterprise OSJ TAG Advisors welcomes Krempa Associates

Enterprise OSJ TAG Advisors welcomes Krempa Associates
The Virginia-based firm adds the team from The Investment Center as it hails a record year of growth and advisor additions.
FEB 05, 2025

TAG Advisors has added Krempa Associates, a financial advisory firm managing more than $275 million in client assets, to its network of independent financial professionals.

Founded in 1971, Krempa Associates provides wealth management, corporate retirement plans, employee benefits, and insurance solutions to families and businesses across the five-county Philadelphia area. The move aligns with TAG Advisors’ continued expansion efforts as it builds on a record year of growth.

The Pennsylvania-based firm joins TAG from The Investment Center, a $9 billion hybrid RIA. In September, LPL announced a deal to acquire the New Jersey-based firm, which the broker-dealer giant projected would add roughly 240 financial advisors into its network.

TAG Advisors, an enterprise OSJ based in Glen Allen, Virginia, oversees more than $18 billion in assets under advisement and has a national network of over 400 independent financial professionals.

The firm recently celebrated its record year of growth in 2024. Over those 12 months, it successfully recruited 67 financial professionals representing $2.8 billion in client assets, bringing its total to 415 professionals by year-end.

In a statement, Greg Raines, CEO of TAG Advisors, attributed the firm’s growth to shifts within the independent advisory space.

Mergers and acquisitions caused a lot of financial professionals to seek new relationships," Raines said. "They want a firm whose primary focus is independent financial professionals without the competing interests of investors or shareholders.”

April Booth, chief operating officer, highlighted TAG Advisors’ scale and support services as a key factor in attracting advisors.

“Our financial professionals experience the enormous amount of support they receive, how valuable it is to have an Enterprise OSJ that provides services and advocates for them, and they talk about it with their colleagues,” she said.

After stepping up its ability to assist transitioning advisors, Booth said TAG Advisors' recruitment momentum is now largely carried by word-of-mouth, with a sizeable share of new advisors joining the firm having been referred by their peers.

“We are now at a point where we are growing more through attraction than promotion,” she said.

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.