Who We Are

Triad Advisors: The Hybrid RIA Experts

Do you want to offer a superior blend of fee- and commission-based solutions to your clients? Then Triad Advisors is for you.

No other independent broker/dealer is more focused on the Hybrid RIA model. We pioneered it. It’s at the core of who we are. It’s what we do – and no one does it better.

Hundreds of successful advisors across the country have already joined forces with Triad Advisors to experience a full menu of comprehensive products, technology systems and total wealth management solutions.

Our goals are simple: to service the needs of successful independent financial advisors. To build long-term relationships based on mutual trust, unparalleled service and true business flexibility. And to provide you with the products, service, support and environment you need to flourish.

Triad Advisors at a Glance

  • Headquartered in Atlanta, we are a broker/dealer, SEC Registered Investment Advisor and Insurance Agency.
  • Triad was founded in 1998 by three principals with more than 90 years of combined experience in the securities industry.
  • Over the past five years, Triad has enjoyed an average growth rate of 32% in gross revenue and an average growth in fee revenue of 40%.
  • Triad is a leader in the fee-based business with close to 50% of gross revenues derived from it.
  • Nearly 80% of our advisors are Hybrid RIAs.
  • As of December 31, 2016, Triad had over 600 representatives in 40 states servicing nearly $26 billion in client assets.