Resources Investment Advisors, a Super OSJ serving 11 independent financial advisory practices that collectively have $5 billion in client assets, has joined Triad Advisors Inc., an independent broker-dealer based in Atlanta, on its broker-dealer and custodial platforms, Triad announced Thursday.
Based in Overland Park, Kan., Resources Investment Advisors was established in 1987 as a small, local advisory firm focused on managing assets, and has grown into a regional financial services firm that provides independent financial advisors with services, including practice management, investment management, technology support and compliance.