An Overview of Triad Advisors
- Triad Advisors, Inc. (Triad) headquartered in Atlanta, GA is a Broker/Dealer, SEC Registered Investment Advisor and Insurance Agency.
- Triad was founded in 1998 by three principals who have more than 85 years of combined experience in the securities industry.
- As of June 1st, 2010, Triad has over 450 representatives/advisors in 38 states servicing more than $10 billion in client assets. At present, Triad has 42 home office staff members.
- Triad is a leader in the fee-based business, with close to 40% of gross revenues derived from fee-based business.
- Over the last 5 years, Triad has enjoyed an average annual growth rate of 32% in gross revenue and an average annual growth in fee revenue of 40%.
- Since its inception, Triad has partnered with National Financial (a wholly owned subsidiary of Fidelity Investments), a leading provider of clearing, custody and technology for quality Broker-Dealers and RIAs.
- Triad offers a comprehensive, open architecture menu of wealth management solutions for the successful entrepreneurial financial advisor.
- Triad is not tied to any product sponsors, allowing our partners to freely choose the best investment solutions for each individual client need.
- Triad delivers continuing education and training for our advisor partners through “Triad University.”
- Triad provides a wealth of resources, as well as five educational meetings per year consisting of our Alternative Investments Conference, Fee Symposium, Insurance and Estate Planning Conference, National Conference and Operations and Technology Conference.
- Triad consistently delivers prompt, friendly and efficient back-office services and support.
- Triad enjoys virtually no turnover in home office staff or advisors.
- Triad has been recognized for its growth in fee based assets, number of new advisors and overall revenue growth in leading publications, including Investment News, Financial Planning, Investment Advisor, Financial Advisor and Boomer Market Advisor. Several of our financial advisor partners have been featured in Worth Magazine’s top 200 advisors and Bloomberg’s top financial advisors.