A complete list of active advisors currently associated with TRG Investment Advisors, LLC

Warmer can help you find a great advisor at TRG Investment Advisors, LLC or one who fits your needs even better.

TRG Investment Advisors advises individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities. It offers wrap comprehensive portfolio management, 529 account management (managed with American Funds), and retirement plan consulting, while its fee‑bearing asset management service is limited to friends and family and is not assessed an advisory fee. The firm operates as a fiduciary and delivers individualized portfolio advice using fundamental, quantitative and qualitative analysis and a range of asset allocation approaches (strategic, dynamic, tactical and core‑satellite). TRGIA manages both discretionary and non‑discretionary accounts and reports $167,124,586 in regulatory assets under management as of December 31, 2025, of which $31,617,624 was non‑discretionary; it also sponsors a wrap fee program for individually managed wrapped accounts. Noteworthy distinctions for a team firm of this size include the firm’s sponsorship of a wrap fee program and its work with retirement plans and state or municipal government clients (services for plans are described in a separate brochure), while the brochure does not describe a standalone financial planning offering. The firm’s recent change in ownership to IMA Advisors, LLC and the disclosed referral relationships with affiliated insurance entities are additional features that may affect how clients are referred to or offered insurance products.

To learn more about the advisors currently working at TRG Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.