Advisor Group And Triad Advisors Announce Recruitment Of Tribe Financial Group, Fast-Growing Hybrid Advisor Practice
Oregon-Based Independent Wealth Management Firm with $100 Million in Client Assets Affiliates with Advisor Group Member Firm Focused on Hybrid Advisor Segment
Jul 16, 2020, 06:00 ET
PHOENIX, July 16, 2020 /PRNewswire/ -- Advisor Group, the nation's largest network of independent wealth management firms, and Triad Advisors today announced the successful recruitment of Tribe Financial Group to Triad Hybrid Solutions, a platform that delivers an Registered Investment Adviser-style experience to independent advisor businesses that do not want the administrative and regulatory costs of having their own RIA firm. The successful recruitment reinforces Triad's longstanding industry position as the leading destination for independent hybrid advisor businesses, while underscoring the enhanced value Triad offers to financial advisors with the scale and resources of its parent company, Advisor Group.
Based in Lake Oswego and Bend, Ore., Tribe Financial Group is an independent wealth management practice, encompassing two financial professionals and $100 million in total client assets. Tribe Financial Group works with clients spanning the gamut of age, net worth and geography, seeking clients with whom they can build long-term relationships based on trust and mutual respect. Co-founded in 2013 by Managing Partners Mary Dill and Kyle Sullivan, Tribe Financial Group specializes in financial planning, asset management, estate planning, tax planning, legacy planning and business consulting.
Triad CEO and President Jeff Rosenthal said, "Tribe Financial Group is a perfect fit with Triad's advisor community and culture. From the outset, we have been extremely impressed with Tribe Financial Group co-founders Mary Dill and Kyle Sullivan, who have shown tremendous dedication to building their business through the delivery of an exceptional client service experience. Their team is entrepreneurial, focused and hard-working, with enormous potential for growth. We are proud to welcome Tribe Financial Group to our Triad Hybrid Solutions platform."
Ms. Dill and Mr. Sullivan, in a joint statement about their affiliation with Triad, said, "At Tribe Financial Group we have seen strong growth in both fee and commission sides of our business since our founding, and it only made sense to partner with Triad, a firm that was built from the ground up, decades ago, to support the needs of hybrid advisor businesses just like ours. Triad's platforms and technology lead the industry, and the resources and tools they can offer through their Advisor Group parent company are very exciting to us. But the true attraction for us was the Triad sense of community and culture. Just as we enjoy working with clients with whom our culture fits, we are thrilled to be working side-by-side with a home office team that understands us and knows how to help us reach our full potential."
Jamie Price, CEO and President of Advisor Group, said, "We congratulate Triad Advisors on welcoming Tribe Financial Group to their platform, and the broader Advisor Group community. Bringing aboard Tribe Financial Group reflects what we are trying to accomplish every day in true partnership with the financial professionals that affiliate with our wealth management firms. Financial professionals bring to the table their dedication, work ethic and expertise, and we supplement it with industry-leading platforms, technology and services, in order to nurture their professional growth and success. We're thrilled to serve the team at Tribe Financial Group, and to be in their corner."
About Triad Advisors
Triad Advisors is part of Advisor Group, one of the nation's largest networks of independent financial professionals. Headquartered in Atlanta, Triad is a national broker-dealer as well as a multi-custodial registered investment adviser firm that was an early pioneer and continued leader in the hybrid registered investment adviser marketplace. The company has more than 600 financial providers on its platform and provides a comprehensive set of products, trading and technology systems, as well as customized wealth management strategies. For more information, please visit www.triad-advisors.com.
About Advisor Group
Advisor Group, Inc. is the nation's largest network of independent wealth management firms, serving approximately 11,300 financial professionals and overseeing over $450 billion in client assets. The firm is mission-driven to support the strategic role that financial professionals can play in the lives of their clients. Securities and investment advisory services are offered through Advisor Group, Inc. subsidiaries, FSC Securities Corporation, KMS Financial Services, Inc., Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities services are offered through Investacorp, Inc., Securities America, Inc., and Securities Service Network, broker-dealers and members of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Investacorp Advisory Services, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisor, Inc., SSN Advisory, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisor Group, Inc. is a holding company. Advisor Group, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Advisor Group, Inc. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial professionals and is committed to being in their corner every step of the way. For more information visit https://www.advisorgroup.com.
Media Inquiries
Joseph Kuo / Chris Clemens
Haven Tower Group
424 317 4851 or 424 317 4854
[email protected] or [email protected]
SOURCE Advisor Group; Triad Advisors
