Who We Are

From the President


Selecting a wealth management firm relationship is one of the biggest business decisions you will make. There’s a lot on the line. We understand, and we’ll do everything we can to help you with your choice.

As you learn more about Triad Advisors, we hope you soon see that our sole focus is serving the needs of successful, independent financial professionals. We pioneered the Hybrid RIA model and are proud that we’ve been recognized as the #1 broker/dealer for this type of practice.* We provide the most flexible commission- and fee-based environment in the industry, with unmatched products, services and support. A few things I think are noteworthy:

  • We offer a comprehensive menu of non-proprietary wealth and trust solutions for fee, commission and hybrid financial professionals.
  • Our financial professionals enjoy direct access to our senior management and home office staff. We still believe in the value of personal service and the human element in helping our financial professionals manage and grow their business.
  • Financial strength and stability - We are a wholly owned subsidiary of Advisor Group, one of the largest networks of independent wealth management firms in the country. 
  • We have happy financial professionals. Our retention rate is one of the highest retention rates in the industry.

Triad Advisors truly is different from other wealth management firms. What you see on this website is only the beginning of the process. Here you’ll learn the basics of what we do and how we operate. Please contact us so we can take the next steps together.

Thank you for your interest. We look forward to hearing from you.

Jeffrey L. Rosenthal

President and CEO

* Investment Advisor, June 2010-2020