RIA logo
MENU

Triad Advisors – #1 Independent Advisory and Brokerage for Hybrid RIAs

TRIAD ADVISORS TOPS LIST OF INDEPENDENT ADVISORY AND BROKERAGE FIRMS
SUPPORTING HYBRID ADVISORS AND HYBRID RIA FIRMS FOR NINTH YEAR IN A ROW
Firm Ranks Highly in a Range of Industry Surveys Related to Fee-Based Advisory
Assets, Promoting Gender Diversity, Advisor Productivity and More

ATLANTA – July 6, 2018 – Triad Advisors, LLC ("Triad"), a wholly owned subsidiary of
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF), and
a leading independent advisory and brokerage (IAB) firm supporting independent hybrid financial
advisory practices and registered investment advisory (RIA) firms, today announced that it was
ranked the nation’s number one broker-dealer serving hybrid RIA firms by Investment Advisor
magazine for 2018. This marks the ninth consecutive year that Triad has topped this prestigious
industry list.

Jeff Rosenthal, President and CEO of Triad Advisors, said, “We are delighted to be once again
named as the top independent advisory and brokerage firm supporting independent hybrid
advisors and hybrid RIA firms. As a pioneer in this market, Triad began serving hybrid advisors
more than 20 years ago, so even as we broaden our value proposition and build out our
capabilities in other ways, we are honored that our specialized expertise in this area continues to
win us accolades. We look forward to continuing to cement our status as the go-to destination for
independent hybrid advisors in the years ahead.”

Triad also reported that it had ranked highly in a series of other notable industry surveys in recent
months. These recognitions serve as a testament to the firm’s growth trajectory and its standing
as a trailblazer in promoting increased gender diversity within the independent financial services
space. Year-to-date, the firm was featured prominently in the following rankings:

• #1 IAB for Hybrid RIAs, nine years running (Investment Advisor, May 2018)
• #2 in Percentage of Women 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)

Mr. Rosenthal concluded, “While the recognition that Triad has received thus far in 2018
undoubtedly demonstrates the ongoing dedication of our home office team and the support of our
parent company, Ladenburg Thalmann, it serves more than anything as a reflection of the quality
of our affiliated advisors. Their passion for service and commitment to their clients is second to
none, while their industry leadership — whether it is being on the forefront of the effort to deliver
holistic advice to retail investors nationwide or helping to bring more female advisors into the
business — is an inspiration to us all.”

About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, LLC is a national, independent advisory and
brokerage firm as well as a multi-custodial SEC-Registered Investment Adviser (RIA) that is an
early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a
comprehensive platform of products, trading and technology systems, as well as customized
wealth management solutions. Recognized as one of the most successful and fastest-growing
independent firms in the industry (including being named the leading firm for Hybrid RIAs nine
years in a row by Investment Advisor magazine), Triad Advisors is a wholly owned subsidiary of
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF). For
more information, please visit www.triad-advisors.com.

About Ladenburg Thalmann
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF) is a
publicly-traded diversified financial services company based in Miami, Florida. Ladenburg's
subsidiaries include industry-leading independent advisory and brokerage (IAB) firms Securities
America, Triad Advisors, Securities Service Network, Investacorp and KMS Financial Services,
as well as Premier Trust, Ladenburg Thalmann Asset Management, Highland Capital Brokerage,
a leading independent life insurance brokerage company, Ladenburg Thalmann Annuity
Insurance Services, a full-service annuity processing and marketing company, and Ladenburg
Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock
Exchange for over 135 years. The company is committed to investing in the growth of its
subsidiaries while respecting and maintaining their individual business identities, cultures, and
leadership. For more information, please visit www.ladenburg.com.

http://www.triad-advisors.com/

 

Categories

We have Resources.

Let us know how we can work together to reach your goals.