Who We Are

Triad Advisors: The Hybrid RIA Experts

Do you want to offer a superior blend of fee- and commission-based solutions to your clients? Then Triad Advisors is for you.

No other wealth management firm is more focused on the Hybrid RIA model. We pioneered it. It’s at the core of who we are. It’s what we do – and no one does it better.

Hundreds of successful financial professionals across the country have already joined forces with Triad Advisors to experience a full menu of comprehensive products, technology systems and total wealth management solutions.

Our goals are simple: to service the needs of successful independent financial professionals. To build long-term relationships based on mutual trust, unparalleled service and true business flexibility. And to provide you with the products, service, support and environment you need to flourish.

Triad Advisors at a Glance

  • Headquartered in Atlanta, we are an independent broker/dealer, registered investment advisor, and insurance agency.  
  • Triad was founded in 1998 by three principals with more than 90 years of combined experience in the securities industry.
  • Triad is the #1 broker/dealer for Hybrid RIAs, 11 years running.
  • Triad was recognized for having three of the top 15 financial professional transitions in 2017. 
  • Nearly 80% of our financial professionals are Hybrid RIAs.
  • As of December 31, 2019, Triad had 640 financial professionals nationally serving over $32 billion in client assets.