Triad Wealth Partners Surpasses $2B in Assets Under Management, Driven by Advisor Growth and Community Strength

Milestone reflects disciplined expansion and continued focus on advisor success

LAWRENCE, Kan.--(BUSINESS WIRE)--Triad Partners (“Triad”), the financial services organization dedicated to helping advisors balance success, freedom and impact, today announced that its wealth management affiliate, Triad Wealth Partners (“Triad Wealth”), has surpassed $2 billion in assets under management (AUM), a 5X increase since the beginning of 2025. This milestone reflects continued momentum across the firm’s expanding advisor network and its focus on delivering tailored wealth management solutions for the individuals and families it serves.

Since launching in 2023, Triad Wealth’s growth has been driven primarily by organic advisor productivity rather than acquisitions or market returns alone. Advisors on the platform have built the capability to serve higher-net-worth clients with greater confidence, supported by a Unified Planning model that integrates annuities and insurance alongside traditional investment strategies. That combination, paired with centralized investment management, advanced planning strategies, and practice management support within a single integrated platform, enables advisors to deliver more comprehensive, goals-based plans for the clients they serve.

“At Triad, we believe advisors should be able to grow meaningful businesses while maintaining the freedom to serve clients on their own terms,” said Brad Johnson, co-founder of Triad Partners. “Surpassing $2 billion in AUM in less than three years is proof that when advisors are given the right resources, autonomy and professional network, there's no ceiling on what they can achieve.”

Triad Wealth’s expansion has also been supported by the broader Triad network and a service model designed to help advisors scale more efficiently. Through centralized portfolio management, trading, operations, compliance and marketing support, advisors are able to spend more time strengthening client relationships and growing their practices.

“The growth of our platform represents meaningful progress, but what ultimately differentiates Triad is how we support our advisors day to day,” said Brent Coggins, chief investment officer at Triad Wealth Partners. “We have a deeply held commitment to our members—what we call member obsession—meaning advisors always have direct access to people who help solve real business and client challenges, whether that's investment implementation, planning strategy or helping scale their practice through better operations and marketing resources. This level of support helps advisors in our network grow with confidence and stay focused on what is most important, which is serving their clients.”

Triad Wealth’s approach has resonated broadly across the independent advisor community, attracting wealth managers across the country, from the earliest members who have grown alongside the platform to newer teams who have joined, drawn by the results they've seen their peers achieve.

“Reaching $2 billion is a reflection of something we see every day—advisors who are genuinely committed to building businesses of significance, and a platform built to help them do exactly that,” said Scott Rinehart, president and chief wealth officer of Triad Wealth. “Even our more established advisors are growing at 45% - 55% annually, with multiple firms on pace to more than double their AUM this year, and we feel like we’re just getting started.”

As a privately held firm, Triad is focused on scaling thoughtfully: prioritizing long-term quality, advisor alignment and sustainable expansion over short-term AUM targets. Looking ahead, Triad remains focused on the continued expansion of Triad Wealth and ongoing investment in capabilities that support advisor growth and client outcomes. To learn more about Triad Wealth, please visit triadwealthpartners.com.

About Triad Partners

Triad Partners, founded in 2020, is a leading field marketing organization dedicated to transforming the way financial advisors approach their businesses by embracing a "DO BUSINESS. DO LIFE.™" mentality. Triad provides advisors with the resources, tools and support they need to help achieve limitless growth and personal freedom, while focusing on aligning their lives with their values and aspirations—not just scaling a business. Through thoughtfully designed programs, financial advisors gain the knowledge and strategies to elevate their businesses, reclaim their time and prioritize what truly matters. By empowering its members to grow with purpose and balance, Triad Partners helps them build a future defined by freedom, happiness and the ability to thrive both professionally and personally.

About Triad Wealth Partners

Triad Wealth Partners is a financial services company empowering advisors to build businesses of significance through a robust platform offering investment management, financial planning, operations and compliance support and practice management solutions. It serves as a trusted partner within a passionate community of growth-minded professionals that provides an innovative platform that catapults advisor business growth and reinvigorates advisor-led teams while serving their clients at the highest level. To learn more, visit www.triadwealthpartners.com. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser.

Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.