Don’t get stuck.

Triad offers four Hybrid RIA options that give you the freedom to grow.

Selecting the RIA structure that best suits your current and future business plans is the first step on the hybrid journey. With Triad, advisors may maintain or establish their own independent RIA entity or choose to work under one of Triad’s corporate RIA entities.

Choosing the Right RIA Structure

Advisors partnering with Triad have four options:

Independent RIA Structure

1

Multiple Custodians

Manage your own RIA with a range of custodial options.

2

Single Custodian

Manage your own RIA and utilize National Financial Services.

Corporate RIA Structure

3

Triad Advisors RIA

Leverage our corporate RIA and utilize National Financial Services.

4

Triad Hybrid Solutions

Leverage our corporate RIA with a range of custodial options.

Comparing RIA Structures

Responsible Party

  • Triad
    Advisors
  • Triad Hybrid
    Solutions
  • Financial
    Advisor
  • Custodial
    Partner
  • National
    Financial Services
  Independent RIA Structure Corporate RIA Structure
  1 Multiple Custodians 2 Single Custodian 3 Triad Advisor RIA 4 Triad Hybrid Solutions
Custodial Platform
National Financial Services National Financial Services National Financial Services National Financial Services
Schwab Institutional Custodial Partner Custodial Partner
Fidelity Instutional Wealth Services Custodial Partner Custodial Partner
TD Ameritrade Custodial Partner Custodial Partner
Compliance
ADV Financial Advisor Financial Advisor Triad Advisors Triad Hybrid Solutions
Investment Advisory Agreements Financial Advisor Triad Advisors Triad Advisors Triad Hybrid Solutions
Audits Financial Advisor Financial Advisor Triad Advisors Triad Hybrid Solutions
Operations
Contact/Support Custodial Partner Triad Advisors Triad Advisors Triad Hybrid Solutions
Fee Billing Financial Advisor Triad Advisors Triad Advisors Triad Hybrid Solutions
Investment Management
Products Financial Advisor Financial Advisor Triad Advisors Triad Advisors Triad Hybrid Solutions
Account Structures Financial Advisor Triad Advisors Triad Advisors Triad Hybrid Solutions
Pricing Financial Advisor Triad Advisors Triad Advisors Triad Hybrid Solutions
3rd Party Managers Financial Advisor Financial Advisor Triad Advisors Triad Advisors Triad Hybrid Solutions
Technology
Reporting Financial Advisor Financial Advisor Financial Advisor Triad Hybrid Solutions
CRM Financial Advisor Financial Advisor Financial Advisor Triad Hybrid Solutions
Form Filling Financial Advisor Financial Advisor Financial Advisor Triad Hybrid Solutions
Trading Custodial Partner National Financial Services National Financial Services Custodial Partner
* With Triad Advisors’ Support / Approval

Interested in learning more about our RIA structure options?

No matter how you choose to set up your Hybrid practice, Triad presents a menu of services, solutions and consultative guidance to take your business to the next level.

Feel free to contact us or give us a call at 800-720-4003.

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