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Aug 07 2017

Triad Advisors Recruits Hybrid RIA Firm with $150 Million in AUM

Triad Advisors Inc., a hybrid independent broker-dealer and registered investment advisor, has recruited Claris Financial LLC to its broker-dealer and hybrid RIA custodial platforms. Claris Financial is an independent hybrid RIA firm that supports approximately $150 million in advisory and brokerage client assets, as of March 31, 2017.

Founded in 2009 and based in the Greater Richmond area of Virginia, Claris Financial provides financial planning and both fee and brokerage-based wealth management services to affluent and high-net-worth retail investors across the country, with a particular focus on the Mid-Atlantic states.

The firm has seven staff members, including president and managing director John Paxton and wealth managers Daniel Murphy, Christopher Farver, and Aaron Gibbs.

“We’re delighted to welcome Claris Financial to our platform. Their leadership team’s high energy and commitment to delivering an exceptional client service experience has propelled the firm’s impressive growth over the years,” said Nathan Stibbs, executive vice president and chief strategy officer at Triad Advisors.

He added, “As our industry enters a new fiduciary era, opportunities abound for independent hybrid advisory businesses, as clients seek out the increased choice and flexibility in services and offerings that firms with this model can offer.”

Headquartered in Atlanta, Georgia, Triad Advisors is an independent broker-dealer and multi-custodial SEC-registered investment advisor. The firm is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS) that provides a platform of investment products, trading and technology systems, and customized wealth management solutions.

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Article by: The DI Wire

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