The Hybrid Leader

Triad’s founders pioneered the Hybrid Model in 1998. It’s been our core focus since day one, and our expertise, infrastructure, and personalized service is expertly designed to support it.

We’ve created the processes, products, and teams to support the Hybrid model. Unlike many wealth management firms, Triad Advisors focuses on the Hybrid RIA. Nearly 80% of our financial professionals – the highest percentage in the industry – manage fee-based assets through a separate RIA.

The Triad Hybrid Model offers the best of both worlds

Thanks to the creation of the Hybrid RIA approach, Triad’s financial professionals are uniquely positioned to meet the needs of clients with customized, innovative wealth management solutions.

Fees

An open architecture RIA platform for asset management and financial planning. Work under one of two corporate RIAs or manage your own.

Commissions

A comprehensive broker/dealer platform for commission-based products, securities, and insurance.

What is a Hybrid Registered Investment Advisor?

The basics are simple: A Hybrid RIA is registered as both an RIA and a broker/dealer. This dual registration allows financial professionals to operate both a fee- and a commission-based practice.

Why is this important?

Clients, particularly high-net-worth clients, are becoming more sophisticated, and their needs are becoming increasingly complex. A hybrid financial professional is better suited to offer a broad range of advice-driven strategies and solutions. A hybrid financial professional can provide sound guidance on all aspects of a client’s financial position, including wealth management and inter-generational transfer.

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.