Two Pennsylvania-based wealth management practices with total assets of $323m join Triad
Advisor Group, a US network of independent wealth management firms, has added GL Capital and East Coast Advisory, wealth management practices based in Pennsylvania that collectively oversee USD323 million in total client assets.
Both wealth management practices have joined Advisor Group through its subsidiary and network member firm Triad Advisors for brokerage services. They will work with Triad Hybrid Solutions, one of Triad's two corporate registered investment advisors (RIAs), to support their fee-based business. The two moves reinforce Triad's longstanding position as the leading destination for independent hybrid practices.