#1 Broker/Dealer for Hybrid RIAs
Nearly 80% of Our Advisors Are Hybrid RIAs - Investment Advisor, 8 Years Running

#1 in Percentage of Female Reps
Financial Planning, August 2016 

#6 in Production Per Rep
Financial Planning, June 2017  

#8 in Revenue Growth 2011-2015
InvestmentNews, September 2016 

#8 in Fee-Based Mix
Financial Planning, June 2017 

#13 in Fee-Based Assets
InvestmentNews, April 2017 

#13 in Number of CFPs
InvestmentNews, April 2017

#14 in Excess Net Capital
InvestmentNews, April 2017

#15 in AUM Per Rep
InvestmentNews, April 2017

#23 in Fee-Based Revenue
InvestmentNews, April 2017

#26 in $500K+ Reps
InvestmentNews, April 2017

#27 in Total AUM
InvestmentNews, April 2017

#28 in Total Revenue
Financial Advisor, April 2017
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 a broker/dealer 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.