Broker Check

About Triad Advisors

  • Headquartered in Atlanta, Georgia, Triad is a broker/dealer, 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.
  • Over the past five years, Triad has enjoyed an average growth rate of 32% in gross revenue and an average growth in fee revenue of 40%.
  • Triad is a leader in the fee-based business with close to 50% of gross revenues derived from it.
  • As of December 31, 2014, Triad had more than 595 representatives/advisors in 42 states servicing more than $23 billion in client assets.
  • Learn more about Triad Advisors here:

SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.