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Multiple Affiliation Options

Get the freedom to grow with multiple affiliation options, offering maximum choice, custodial flexibility, and personalized support not only for today, but also as your business evolves.

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

Independent RIA Structure

Whether you use one or more custodians, we've got you covered.

Multiple Custodians

Manage your own RIA with a range of custodial options.

Single Custodian

Manage your own RIA and utilize National Financial Services

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.