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 advisory and brokerage 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 an independent advisory and brokerage, 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.