Triad Hybrid Solutions

The Hybrid RIA Model: Perfecting What We Started

CEO Jeff Rosenthal Featured on Cover of Real Assets Adviser

Triad Recognized in Three of the Top 15 Recruiting Moves of 2017

Triad Welcomes Resources Investment Advisors A Super OSJ Supporting $5B in Client Assets

Don’t Just Survive.
Thrive With Our Products and Services.

View Our Advisors’ Success Stories

  • Complete Flexibility
  • Total Wealth Management Solutions
  • Personalized Attention

Growing Your Practice is Our Business

Triad Advisors goes far beyond offering investment solutions to provide unparalleled services and support. We help you manage and grow your Hybrid RIA practice more efficiently and with more flexibility than any other broker/dealer.

We do this by putting you and your clients’ needs first. We are uniquely focused on your success, not just your sales.

Connect with Triad Advisors