Triad Advisors LLC
A subsidiary of Ladenburg Thalmann Financial Services Inc.
5155 Peachtree Parkway
Atlanta, GA 30092
Clearing firm: Charles Schwab, Fidelity Clearing and Custody Solutions, National Financial Services LLC, TD Ameritrade
No. advisers: 650
No. franchises: 240
Year founded: 1998
Year end: Dec. 31
Headquartered in Atlanta, GA, 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. 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 broker-dealers in the industry (including being named the leading broker-dealer for Hybrid RIAs five years in a row by Investment Advisor Magazine). Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). For more information, please visit www.triad-advisors.com.
|No. of reps||650||810||805|
|No. of producing reps||—||605||600|
|No. of reps producing $100K-$499K /year||—||373||367|
|Total revenues: Other||$25,311,921||$14,321,795||$22,368,668|
|Total account assets||$26,154,368,247||$25,771,171,228||$23,770,000,000|
|Total account assets: Other||$9,677,116,535||$10,571,171,228||$9,330,000,000|
|Average assets per rep||$32,289,344||$32,013,877||$29,937,028|
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||Facebook|
|Dedicated mobile application for advisers?||N|
|Primary purpose of mobile application||—|
January 7, 2019 - In order to help female professionals build rewarding careers in the financial advice industry, leaders in our space should understand that the model for success for female advisers looks different in some key ways from what we have seen before. Over...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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