#1 Independent Advisory and Brokerage for Hybrid RIAs
Nearly 80% of Our Advisors Are Hybrid RIAs - Investment Advisor, 9 Years Running

#2 in Percentage of Female Advisors
Financial Planning, June 2018

#5 in Percentage of CFPs
Investment Advisor, May 2018

#6 in High-End Reps 
Financial Planning, June 2018

#10 in Gross Production Per Rep
Investment Advisor, May 2018  

#11 in Fee-Based Assets
Investment Advisor, May 2018   

#13 in AUM Per Rep
Investment Advisor, May 2018 

#14 in Excess Net Capital
Investment Advisor, May 2018

#17 in Fee-Based Revenue
Investment Advisor, May 2018

#21 in Gross Revenue 
Investment Advisor, May 2018

#22 in $500K+ Reps
InvestmentNews, April 2018
Freedom, Flexibility and Financial Success
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Interested in learning more?

Learn more about how Triad Advisors can help you to take your business to the next level and offer your clients more flexible options while you grow your business.

Triad Advisors is an independent advisory and brokerage and registered investment advisor and is widely recognized as the pioneer of the Hybrid RIA. We serve hundreds of successful financial advisors and their firms across the country.

Feel free to contact us or give us a call at 800-720-4003.
At Triad Advisors our nourishing, personalized culture of service naturally attracts a diverse mix of successful advisors and is a primary reason why Triad has been consistently ranked, over the years, as one of the leading broker/dealers in the industry. 

To learn more about Triad Advisors or to explore a potential partnership, please call 800-720-4003 or visit www.triadadvisors.com.