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 broker/dealer 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.