Triad Hybrid Solutions

The Hybrid RIA Model: Perfecting What We Started

Triad Is Recognized As the #1 IAB for Hybrid RIAs

Triad Is Proud to Celebrate Our 20th Anniversary

CEO Jeff Rosenthal Featured on Cover of Real Assets Adviser

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

Recent Tweets

October 23
Strategic partner @HCBrokerage launches Hybrid Long-Term Care Insurance Desk to support financial advisors: https://t.co/BX06PGQ0wV
October 22
Triad's Missy Nelson, along with colleague Arielle Jaffe, had the privilege of visiting the United Nations with str… https://t.co/rEcXEVAIpd
October 19
Mark your calendar for our 2019 Triad University events! View all dates and locations: https://t.co/Qipi4e5OUF https://t.co/m2FLr1w25T

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