Triad Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Triad Advisors's estimated annual revenue is currently $16.6M per year.
- Triad Advisors's estimated revenue per employee is $210,000
Employee Data
- Triad Advisors has 79 Employees.
- Triad Advisors grew their employee count by -8% last year.
Triad Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | SVP Advisory Services | Reveal Email/Phone |
2 | VP, Transitions | Reveal Email/Phone |
3 | VP, Relationship Management | Reveal Email/Phone |
4 | VP Relationship Management | Reveal Email/Phone |
5 | VP Relationship Management | Reveal Email/Phone |
6 | VP, Business Development | Reveal Email/Phone |
7 | SVP, ADVISORY SERVICES | Reveal Email/Phone |
8 | Regional Supervision Director | Reveal Email/Phone |
9 | Commissions Manager | Reveal Email/Phone |
10 | AVP / Compliance Manager | Reveal Email/Phone |
Triad Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $367M | 1222 | 3% | $2M | N/A |
#2 | $104.7M | 588 | 28% | $290M | $1.5B |
What Is Triad Advisors?
Triad Advisors, Inc. is a privately owned, independent Broker-Dealer, Registered Investment Advisor (SEC) and Insurance Agency headquartered in Atlanta, Georgia. We are registered with the National Association of Securities Dealers, Municipal Securities Rulemaking Board, and the Securities Investors Protection Corporation. Presently, Triad has 250 affiliated advisors located in 34 states and over $2.5 billion in customer assets. Brokerage accounts are carried by National Financial Services LLC., a wholly owned subsidiary of Fidelity Investments. Our independent financial advisors are experienced professionals with outstanding reputations in the investment community. Most of our advisors have advanced degrees and certifications including, CFP, CPA, JD, CLU, ChFC, CFA, and are well versed in all aspects of financial, insurance and estate planning. Members of the \"Triad Family\" serve as expert witnesses in securities cases, NASD arbitrators, and are frequently quoted in industry publications.
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Total Funding
79
Number of Employees
$16.6M
Revenue (est)
-8%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Triad Advisors News
Advisor Group announced Monday that Gallagher's retirement plan ... moved its business to Triad Advisors, an Advisor Group broker/dealer.
A hybrid model -- with Gallagher Fiduciary Advisors, LLC, as the RIA and Triad Advisors as the broker-dealer provides flexibility to grow our...
Commonwealth Financial Network says it has lured a women-owned registered investment advisor firm from Triad Advisors.
Other Companies in Norcross
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $15M | 79 | 0% | N/A |
#2 | $25.7M | 79 | 5% | N/A |
#3 | $25.7M | 79 | 1% | N/A |
#4 | $17.4M | 79 | -2% | N/A |
#5 | $11.6M | 80 | 40% | N/A |