Triad is the #1 Broker-Dealer for Hybrid RIAs.*
At Triad, we have one job – to serve the needs of successful, independent financial professionals. To build long-term relationships based on mutual trust, unparalleled service, and true business flexibility. We understand the unique needs of your business and will strive to provide you with the products, service, and support you need to flourish.
“The culture at Triad is built around one simple thing – and that’s your success.” – Jeff Rosenthal, President & CEO
Nearly 80% of our financial professionals are Hybrid RIAs.
Triad has 600+ financial professionals nationally.
Total Client Assets Under Administration**
With Triad, choose the Hybrid RIA structure that’s best for your business.
We are an independent BD, registered investment advisor, and insurance agency.
*As determined by ThinkAdvisor's Broker-Dealer Reference Guide
**Numbers as of December 31, 2020
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.