Partners and Affiliates
Trusted Advisors and Partners
RIA is an SEC registered investment advisory firm that was founded in 1987 as a Missouri corporation. RIA provides services to advisors that are looking for greater flexibility in helping their clients – more tools, services and scale. RIA has advisors throughout the United States and services more than 300 retirement plans and over 1,000 households that constitute more than $4 billion in assets. RIA was listed as one of the fastest growing RIA firms in the country in 2013 by Forbes magazine1, and most recently they were listed as the 83rd largest RIA firm in the country by Financial Advisor Magazine2.
1The Top 50 Wealth Managers. (2013). Forbes. Retrieved 2016, from http://www.forbes.com/special-report/2013/top-50-wealth-managers.html#full_list
2FA Magazine. (2015, July). RIA Survey & Ranking 2015 (Rep.). Retrieved 2016, from FA Magazine/Nuveen Investments website: http://www.fa-mag.com/userfiles/2015_FA_Issues/July_2015/RIA2015_Ranking_Online3.pdf
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.
- 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.
- Triad has the third-highest percentage of female advisors in the industry at nearly 30%.
- Triad was recognized for having three of the top 15 advisor transitions in 2017.
- Nearly 80% of our advisors are Hybrid RIAs.
- As of December 31, 2017, Triad had 605 representatives in 42 states servicing nearly $26 billion in client assets.
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