About Triad Advisors
Triad Advisors is a Financial Services company based in Norcross (United States) founded in 1998. A wealth management and advisory firm providing expert financial guidance and services. It operates on a B2B model. Its focus areas include Wealth Management, Advisory Services and Investment Advisory. Similar companies include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed similar companies have raised funding.
Company details
Triad Advisors operates with a B2B model, focusing on offering financial products and advice, managing wealth portfolios, providing advisory services, and offering investment advisory. A wealth management and advisory firm providing expert financial guidance and services. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
- Headquarters Norcross, United States
- SectorsFinancial Services
- Website triad-advisors.com
People of Triad Advisors
17 people are tracked at Triad Advisors (5 in leadership, 12 in team).
| Name | Role | Group |
|---|---|---|
Ricp Missy Nelson Bfa | Vp, Relationship Management | Leadership |
Jeffrey st. John | Svp, Director Of Technology | Leadership |
Will Cochran | Vice President Relationship Management | Leadership |
Jeff Rosenthal | President and CEO | Leadership |
Michael Gatti | Vice President Business Development | Leadership |
Cfp® Lee Duckworth Aif® | Registered Representative | Team |
Zachary Ballance | Data Integrity Analyst | Team |
Cfp® Brett Kusske | Registered Representative DBA As Kusske Financial Inc. | Team |
Thomas Ouellette | Registered Principal | Team |
Monica Salaiz-Narvaez Cfp® | Registered Representative | Team |
Philip Harris | Registered Principal | Team |
Mike Kelly | Registered Representative | Team |
Rick Magill | Registered Representative | Team |
Cfp® Sabrina Peterson Aif®, Cpfa | Registered Representative | Team |
Bryan Wasserman | Registered Representative | Team |
Ashton Hayes | Relationship Management Support | Team |
Ruby Holmgren | Advisory Services Associate At Triad Hybrid Solutions | Team |
Complete people profiles for Triad Advisors
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Similar companies to Triad Advisors
Triad Advisors has 3 listed similar companies in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed similar companies of Triad Advisors
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Web traffic of Triad Advisors
Websites that share an audience with Triad Advisors (triad-advisors.com).
Websites whose visitors overlap most with Triad Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| cnlsecurities.com | 100% | 3.2K | View details |
Top companies in Investment Banks
3 companies that operate in the same segment as Triad Advisors (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Related news about Triad Advisors
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Frequently Asked Questions about Triad Advisors
Triad Advisors was founded in 1998.
Triad Advisors is headquartered in Norcross, United States. It is registered at Norcross, Georgia, United States.
Triad Advisors operates with a B2B model, focusing on offering financial products and advice, managing wealth portfolios, providing advisory services, and offering investment advisory. A wealth management and advisory firm providing expert financial guidance and services. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
Triad Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.