Triad Advisors, LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK) and a leading independent advisory and brokerage (IAB) firm supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, announced that it has successfully recruited Argent Bridge Advisors, a three-advisor firm with $275 million in client assets based in the Washington, D.C. suburb of Vienna, Va. to its platform. The announcement further reinforces Triad's differentiated position in the market as a leading IAB for growing hybrid RIAs.
Nathan Stibbs, Triad's Executive Vice President and Chief Strategy Officer, said, "We are thrilled to welcome Argent Bridge Advisors to the Triad family. Like many hybrid advisors who select Triad, Argent Bridge saw that affiliation with us and our hybrid wealth management platform will help them better service clients, drive scale and realize their true growth potential. These are all key drivers of brand value. The commitment that Dianne Nolin, Cecile Hult and Eric Ashburn have made to providing thoughtful planning solutions and a unique service experience to their clients is a perfect fit with the culture and philosophy of Triad."
Argent Bridge's advisors, Dianne Nolin, Cecile Hult and Eric Ashburn, bring nearly 50 years of combined experience to their mission of empowering their community through financial education, inspiration and guidance. The firm provides a comprehensive range of wealth management, financial planning and retirement services, with a particular focus on empowering women to take charge of their finances through education, advice and creative collaboration.
Dianne Nolin, CFP® and Managing Partner of Argent Bridge Advisors, said, "We were drawn to Triad for its welcoming, collaborative culture and strong platform of value-added services. Our client families mean the world to us, and in seeking an IAB, we focused our search on finding a firm who would work with us hand-in-hand to not only serve our clients' current planning needs, but would support our goal of facilitating generational wealth transfers within our client families over years to come. The capabilities Triad and Ladenburg Thalmann offer will help us elevate the planning and service experience we provide to clients as we progress toward our firm's mission and growth goals."
Mr. Stibbs concluded, "Triad has a reputation of being extremely selective and one of our key criteria is identifying firms with unique potential for long-term growth. Working with entrepreneurial-minded firms like Argent Bridge is part of what makes our jobs more rewarding. When we can help advisors accelerate their growth, we win as well."
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, LLC is a national, independent advisory and brokerage firm as well as a multi-custodial SEC-Registered Investment Adviser (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions. Recognized as one of the most successful and fastest-growing independent firms in the industry (including being named the leading firm for Hybrid RIAs nine years in a row by Investment Advisor magazine), Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK). For more information, please visit www.triad-advisors.com.
About Ladenburg Thalmann
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK) is a publicly-traded diversified financial services company based in Miami, Florida. Ladenburg's subsidiaries include industry-leading independent advisory and brokerage (IAB) firms Securities America, Triad Advisors, Securities Service Network, Investacorp and KMS Financial Services, as well as Premier Trust, Ladenburg Thalmann Asset Management, Highland Capital Brokerage, a leading independent life insurance brokerage company and full-service annuity processing and marketing company, and Ladenburg Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock Exchange for over 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. For more information, please visit www.ladenburg.com.
