Founded in 1998, Triad Advisors, LLC operates as an independent advisory and brokerage firm dedicated to providing a platform for financial advisors to build their businesses. The firm offers a comprehensive range of services, including brokerage, advisory, and insurance solutions, with a focus on hybrid advisors (those who combine commission-based and fee-based business). In 2023, its parent company, Advisor Group, rebranded to Osaic, and Triad Advisors now operates as a distinct firm within the Osaic network, continuing its mission to support the independence and growth of its affiliated advisors.

Founded in

United States