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Description

Triad Advisors, founded in 1998 and headquartered in Atlanta, GA, is a national, independent advisory and brokerage firm as well as a multi-custodial SEC-regis... Read More

Headquarters

Headquarters:

5155 Peachtree Pkwy, Ste 3220, Norcross, Georgia, 30092, United States
Phone

Phone:

(770) 840-0363
Employees

Employees:

730
Revenue

Revenue:

$376 Million
Triad Advisors's Social Media
SIC Code 62,621
NAICS Code 523120,5231
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Top Competitors of Triad Advisors

Employess
2,418
revenue
$539 Million

2

Employess
364
revenue
$79 Million

3

Employess
329
revenue
$71 Million

5

Employess
664
revenue
$146 Million

6

Triad Advisors's Org Chart

Jeffrey Rosenthal
Jeffrey Rosenthal

President & Chief Executive Officer

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Amy Rehn
Amy Rehn

Chief Operating Officer, Advisory S...

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Alan Jotkoff
Alan Jotkoff

Registered Representative and Presi...

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PhonePhoneEmailEmail

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Triad Advisors Company Metrics

Company Insights
Employee Growth Rate
Revenue
QuarterRevenue

'20 - Q3

376361000

'20 - Q4

376361000

'21 - Q1

376361000

'21 - Q2

376361000

Acquisitions & Subsidiaries

Sep 01, 2012

Advisor Group

Ladenburg Thalmann

Highland

Kestler Financial Group

Four Seasons Financial Group

Sunset Financial Services

See More Acquisitions & Subsidiaries

Triad Advisors's Tech Stack

Google Analytics

By

Google

DoubleClick Conversion

By

Google

Google Dynamic Remarketing

By

Google

Microsoft PowerPoint

By

Microsoft

Google Maps API

By

Google

Office 365

By

Microsoft
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Triad Advisors News & Media

Advisor Group Welcomes Two Georgia-based Financial Advisors With Client Assets Totaling $164 Million

PHOENIX, Dec. 9, 2021 /PRNewswire/ -- Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them...

Advisor Group Successfully Recruits Father-Son Wealth Management Team With $150 Million In Total Client Assets

PHOENIX, May 11, 2021 /PRNewswire/ -- Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful recruitment to its network of Tor and Tyler Saile, a father-and-son hybrid wealth management practice with offices in Scottsdale, Ariz.,...

Advisor Group Welcomes Two Pennsylvania-Based Wealth Management Practices With Total Assets Of $323 Million To Its Platform

PHOENIX, April 20, 2021 /PRNewswire/ -- Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful recruitment to its network of GL Capital and East Coast Advisory, wealth management practices based in Pennsylvania that collectively...
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Frequently Asked Questions regarding Triad Advisors

Where are Triad Advisors’s headquarters?

Triad Advisors’s headquarters are in 5155 Peachtree Pkwy, Ste 3220, Norcross, Georgia, 30092, United States

What is Triad Advisors’s phone number?

Triad Advisors’s phone number is (770) 840-0363

What is Triad Advisors’s official website?

Triad Advisors’s official website is //www.triad-advisors.com

What is Triad Advisors’s Revenue?

Triad Advisors’s revenue is $376 Million

What is Triad Advisors’s SIC code?

Triad Advisors’s SIC: 62,621

What is Triad Advisors’s NAICS code?

Triad Advisors’s NAICS: 523120,5231

How many employees are working in Triad Advisors?

Triad Advisors has 730 employees

What is Triad Advisors’s industry?

Triad Advisors is in the industry of: Brokerage, Finance

Who are Triad Advisors’s main competitors?

Triad Advisors's main competitors are: Independent Financial Partners, ProEquities, SagePoint Financial, Cambridge Investment Research

What companies has Triad Advisors acquired?

Triad Advisors has acquired the companies: Advisor Group, Ladenburg Thalmann, Highland, Kestler Financial Group

What is Triad Advisors's tech stack?

The technologies that are used by Triad Advisors are: Google Analytics, DoubleClick Conversion, Google Dynamic Remarketing, Microsoft PowerPoint

Who is Triad Advisors's CEO?

Triad Advisors's CEO is Jeffrey Rosenthal

See more information about Triad Advisors

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