Triad Advisors

MEET OUR TEAM

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

Triad by the Numbers
One of the nation’s leading hybrid wealth management firms, Triad has been helping financial professionals for over 20 years.
#1 BD for Hybrid RIAs

Triad is the #1 Broker-Dealer for Hybrid RIAs.*

80% of FPs are Hybrid RIAs

Nearly 80% of our financial professionals are Hybrid RIAs.

600+

Triad has 600+ financial professionals nationally.

$40B

Total Client Assets Under Administration**

4 Affiliation Options

With Triad, choose the Hybrid RIA structure that’s best for your business.

Headquartered in Atlanta

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.

A financial professional
A client
I'm a financial professional considering joining Triad Advisors or Triad Hybrid Solutions
I'm looking to sell a business