The Hybrid RIA Leader: Perfecting What We Started

We’re entrepreneurs – and we serve entrepreneurs.

With nearly 80% of our financial professionals running an independent RIA, we know the hybrid model better than anyone else. We pioneered it back in 1998. It’s part of our DNA, and it remains our core focus today.

Go Hybrid

Choose the hybrid RIA structure that’s best for your business.

One RIA structure does not fit all. However you hybrid, our four affiliation models allow you to grow your business today, while focusing on tomorrow. We’re ready to support you throughout the lifecycle of your practice – and beyond.

Grow with Us

Growing your practice is our business

Triad Advisors goes far beyond offering investment solutions to provide unparalleled services and support. We help you manage and grow your Hybrid RIA practice more efficiently and with more flexibility than any other broker/dealer.

We do this by putting you and your clients needs first. We are uniquely focused on your success.

Coaching

Compliance Consulting

Marketing

Research

Conferences

Transition Services

Technology Solutions

Coaching

Compliance Consulting

Marketing

Research

Conferences

Transition Services

Technology Solutions

Join a dynamic community of entrepreneurial-minded financial professionals.

The power of personal connection has never been more crucial. Collaborate with like-minded professionals, build long-term partnerships, and discover new opportunities for growth through our diverse community of over 600 Triad and 9,500 Advisor Group financial professionals.

Expand Your Network

Get a boutique feel with large-scale support.

At Triad, you’re more than a number. Enjoy the advantages of our boutique culture while benefiting from the financial backing, state-of-the-art technology, and powerful business growth tools of Advisor Group, the largest network of independent wealth management firms in the United States.

What Scale Can Do for You

A PREMIER PRESENCE

Strength and scale with Advisor Group

Triad is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 9,500 affiliated financial professionals. Our structure allows us to invest significant resources across our network, so financial professionals enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.

Learn More

Ready for an Extraordinary Partnership?

If you are an existing financial professional interested in joining our firm, please complete the form. All information is confidential.

If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.

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If you're a client and need help with your account, please contact your financial professional.

Contact Us

General Inquiries

800-720-4003

5155 Peachtree Parkway | Suite 3220

Norcross, GA 30092