Triad Partners

What Triad Partners does

Triad Partners, LLC is a privately held membership-based advisory and community firm founded in 2020 by Brad Johnson and Shawn Sparks and headquartered in Lawrence, Kansas (11-50 employees). The company recruits and serves an exclusive network of elite financial advisors — positioned as the top 1% — offering curated community access, structured annual Experiences (Launch, Scale Summit, Founders Retreat, The Table), DBDL Academy training, one-on-one and group coaching, advanced planning/case design, licensing and contracting support, and bespoke branding through its T3 service line. Its go-to-market is community-led and event-driven, with prospective members recruited through industry events, peer referrals, thought-leadership content (including the DBDL podcast), and social channels (LinkedIn, Facebook, Instagram).

The underlying technology is a conventional web stack: a WordPress-managed marketing site, a Salesforce Experience Cloud-based member portal (triadpartners.my.site.com/members), Cloudflare CDN and bot management, and Google Analytics plus AdvizorPro for analytics. Triad monetizes through recurring membership fees (quote-based, tiered against advisor annuity production bands from $0-$5M to $250M+), professional services revenue from coaching, brand strategy (T3), advanced planning, and licensing support, plus the AI Advisor Lab Mastermind subscription led by Michael Hyatt. The company also operates Triad Wealth Partners, LLC as a related RIA subsidiary that surpassed $2 billion in AUM by May 2026 — a 5X increase since the start of 2025 — providing investment advisory, model portfolios, and SMAs through member advisors and a separate executive bench including a former Fidelity CFO.

Triad's strategic posture is high-velocity growth within a niche vertical: a curated advisor membership feeding a fast-scaling RIA, with new event formats, AI curriculum, and executive hires layered on top of the core community product. Distribution remains direct and relationship-driven within a single geography (United States), with no disclosed institutional funding, no public financials, and no M&A activity on record.

Name

Triad Partners

Legal name

Triad Partners, LLC

Website

https://triadpartners.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

101–250 employees

Short description

Triad Partners is a private membership network serving elite U.S. financial advisors through curated community, annual events, coaching, branding, and advanced planning services, plus a fast-scaling RIA subsidiary (Triad Wealth Partners) that surpassed $2B AUM in 2026.

Ownership category

akta.pro rank

Product category

Financial Advisory Membership Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), Marketing Consulting Services (541613)

SIC

Investment Advice (6282), Services-Membership Organizations (8600), Services-Management Consulting Services (8742)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI), Corporate Strategic Partnership & Ecosystem Investment Arms (FSANAHAF)

Keywords

• Financial advisor community
• Membership advisory network
• Wealth management coaching
• RIA business development
• Advisor peer networking

Headquarters

HQ city

Lawrence

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Fees: Triad Partners generates revenue through membership fees charged to financial advisors who join the Triad network. The membership is positioned as exclusive and selective, targeting top-tier advisors. Membership criteria include minimum yearly annuity production levels, with applicants selecting from ranges including $0-$5M through $250M+ on the join application form.
2. Professional Services: Triad provides professional services to members including Brand Strategy (via T3), Coaching, Advanced Planning, Case Design, and Licensing/Contracting support. These services complement the membership value proposition.
3. AI Mastermind Program: Revenue generated from the AI Advisor Lab Mastermind program led by Michael Hyatt, providing exclusive AI-focused training and guidance for Triad advisors.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Triad Partners operates an exclusive, subscription-based membership community for top-producing U.S. financial advisors and RIA founders. Members gain access to the proprietary "Do Business. Do Life." (DBDL) methodology, four signature annual Experiences (Launch, Scale Summit, Founders Retreat, The Table), peer networking with elite advisors, coaching, advanced planning and case design support, brand strategy services (via T3), licensing/contracting assistance, and the AI Advisor Lab Mastermind led by Michael Hyatt. The firm's RIA arm, Triad Wealth Partners, delivers investment advisory services and had surpassed $2 billion in AUM by 2026.

Product overview

Triad Partners is a membership-based community and support platform for elite financial advisors. The core offering is the Triad Membership Network, which provides access to DBDL Academy training, AI Advisor Lab Mastermind (strategic partnership with Michael Hyatt), T3 brand strategy services, coaching, advanced planning, and licensing/contracting support. The subsidiary Triad Wealth Partners is a growing RIA that has reached over $2 billion in AUM. Triad also organizes four annual experiences (Launch, Founders Retreat, Scale Summit, The Table) that bring members together for education and community building. The company's philosophy centers on the 'Do Business. Do Life.' (DBDL) motto, helping advisors achieve both business success and personal fulfillment.

Differentiator

Problem solved

Functional benefit

Brands

• DBDL (Do Business. Do Life.): The company's motto and philosophy representing the integration of business success and personal life freedom.
• AI Advisor Lab Mastermind

Products and services

• Triad Membership Network Exclusive, subscription-based membership community for top-tier U.S. financial advisors providing access to peer networking, four annual Experiences, coaching, strategic partner content, and the DBDL methodology. Members must meet minimum yearly annuity production thresholds.
• Triad Wealth Partners Registered Investment Advisor (RIA) arm of Triad Partners offering investment management via multiple model portfolios and SMAs, with alternatives access. Grew from below $1B to over $2B AUM between early 2025 and May 2026.
• AI Advisor Lab Mastermind Members-only AI-focused mastermind led by Michael Hyatt, teaching Triad advisors how to use AI for marketing, hiring, operations and practice scaling.
• DBDL Academy Educational platform and training program delivering Triad's "Do Business. Do Life." philosophy and methodologies to help advisors build significance in business and personal life.
• Coaching Services One-on-one and small-group coaching delivered by Triad's industry experts to help members scale their businesses to success, freedom and significance.
• Advanced Planning Services Financial planning and case design services covering the Five Worlds of planning: Income, Investments, Tax, Healthcare, and Legacy/Estate.
• Brand Strategy Services (T3) Custom branding and bespoke creative services for Triad members combining industry expertise with agency-grade creative output, delivered at faster turn times and below typical five- and six-figure agency pricing.
• Licensing and Contracting Services Support services that help Triad-member advisors with insurance carrier and broker-dealer licensing and contracting processes.
• The Table Experience Executive gathering designed for reflection, transformation and legacy, focused on strategic planning aligned with Triad's 5 Principles to Scale.
• Launch Experience Annual January event in Tucson, AZ for Founders and key team members to address tough challenges and share wins, featuring headline speakers such as Simon Sinek, Arthur Brooks and Alex Rodriguez.
• Scale Summit Experience Annual team-building experience held in Arlington, TX enabling entire advisory firm teams to grow expertise and success through group and individual programming, with 400+ leaders attending in 2026.
• Founders Retreat Exclusive annual retreat in San Diego, CA for Founders and their families combining business breakout sessions, high-end hospitality, four-star dining, family programming and activities like Brazilian Jiu-Jitsu with Rener Gracie.

Quantifiable outcome

• 5X growth in AUM for Triad Wealth Partners within approximately 18 months (surpassing $2B)
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Michael Hyatt / Full FocuscoreStrategic or Co-development Partner · 1 December 2025Michael Hyatt, Founder and Chairman of Full Focus, serves as a key strategic partner for Triad. He personally leads the AI Advisor Lab Mastermind, an exclusive Triad program focused on helping advisors leverage AI to scale smarter and lead with clarity. Hyatt also leads strategic planning workshops at Scale Summit and other Triad Experiences. His background includes scaling a $250M publishing company and founding Full Focus, a performance coaching company.
• Tim Tebow FoundationminorGTM or Marketing Partner · 1 July 2025The Tim Tebow Foundation partners with Triad for the Better Halves program at Founders Retreat events. At the 2025 Amelia Island retreat, Better Halves participants packaged intake bags to support the foundation's Her Song mission to interrupt human trafficking. The foundation operates in over 90 countries.
• T3 (Brand Strategy)coreTechnology or IntegrationT3 provides custom branding and bespoke creative services to Triad members. The partnership combines industry expertise with agency prowess, delivering fast turn times and industry knowledge with boutique quality creative—without the typical five- and six-figure price tag. T3 services are custom-tailored to reflect each member's core values and vision.
• Simon SinekminorGTM or Marketing PartnerSimon Sinek, author and motivational speaker known for his TED Talk on 'The Golden Circle' and books including 'Start with WHY' and 'Leaders Eat Last', spoke at Triad's Launch Experience. He is recognized for his work on leadership and organizational culture.
• Arthur BrooksminorGTM or Marketing PartnerArthur Brooks, Harvard Kennedy School professor and bestselling author of 'Build the Life You Want' (with Oprah Winfrey) and 'From Strength to Strength', spoke at Triad's Launch Experience on topics of happiness and purpose.
• Ann HiattminorGTM or Marketing PartnerAnn Hiatt, bestselling author and executive consultant with 15 years experience reporting to Jeff Bezos (Amazon) and Eric Schmidt (Google/Alphabet), spoke at Triad Founders Retreat on scaling leadership and innovation.
• Rener GracieminorGTM or Marketing PartnerRener Gracie, cofounder of Gracie University with over 350,000 students in 196 countries, led Brazilian Jiu-Jitsu sessions at Triad Founders Retreat. Gracie is also an entrepreneur and Shark Tank personality.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• XY Planning Network: Membership-based community and support organization for fee-only financial advisors, particularly those serving Gen X/Y clients. Highly comparable to Triad's curated community model, though focused on a younger and fee-only niche rather than top-1% producers.
• Oechsli Institute: Coaching, consulting, and research firm specializing in helping financial advisors with client acquisition, center-of-influence referrals, and practice growth. Overlaps with Triad's coaching, professional services, and event-based advisor development.
• Carson Group: Large RIA support platform and coaching community for financial advisors, providing coaching, marketing, technology, and back-office services. Overlaps directly with Triad's coaching, advanced planning, and T3 brand strategy offerings, with a broader but less curated target audience.
• Dynasty Financial Partners: Turnkey RIA platform providing custody, technology, investment research, and consulting support to independent advisor firms. Comparable to Triad as a platform empowering elite independent advisors, with a more institutional/equity-partnership focus rather than community-driven model.
• tru Independence: Support platform for independent RIAs providing investment research, technology, branding, and consulting services. Direct peer to Triad's subsidiary RIA arm and core membership offering for elite advisor firms seeking outsourced solutions.

Emerging players

• Vanilla: Community and back-office platform for independent financial advisors, offering technology, compliance, and peer support. Emerging player with partial overlap to Triad's community-coaching-tech stack for advisors, though targeting a broader and less elite advisor base.

Broad incumbents

• Focus Financial Partners: Leading RIA consolidator and partnership firm for high-end independent wealth managers. Serves the same elite-advisor segment Triad targets but via acquisition/partnership rather than community/membership model.
• Mariner Wealth Advisors: Large national RIA consolidator with significant AUM across advisor practices, including wealth advisory and advisor support services. Broad incumbent in the independent RIA space, comparable to Triad Wealth Partners' RIA ambitions at much greater scale.
• Schwab Advisor Services: Charles Schwab's institutional division providing custody, technology, and practice management support to thousands of independent RIAs. Broad incumbent serving the same independent-advisor ecosystem Triad targets, though at vastly different scope and price point.

Others

• FA Insight (Tiburon Strategic Advisors): Research and consulting firm providing strategic advisory to financial services firms, including RIA benchmarking and growth strategy. Adjacent to Triad's consulting arm for advisor firms, providing a research-and-advisory overlay to the same market.

Market position

Strengths4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/TriadPartners
• LinkedInlinkedin.com/company/triadpartners
• Instagraminstagram.com/triadpartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Triad Partners