Headquartered in Atlanta, Georgia, Triad Advisors, Inc., is a national, independent broker-dealer and multi-custodial SEC-Registered Investment Advisor (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace, which blends fee- and commission-based client solutions.
With over 550 representatives/advisors nationwide, the company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management.
Triad is recognized as one of the most successful and fastest-growing independent broker-dealers in the industry (including being named the leading broker dealer for Hybrid RIAs from 2010–2014 by Investment Advisor Magazine).
Triad’s advisory services include:
- Investment management
- Capital-markets expertise
- Trust & estate planning
- Insurance solutions