Triad Advisors welcomes GCG Financial to platform
Other - NOVEMBER 9, 2017

Triad Advisors welcomes GCG Financial to platform

by Released

Triad Advisors announced the transition of GCG Financial to its brokerage and hybrid registered investment advisory custodial platforms.

“The Triad business model will enable our financial advisers to have an independent delivery system powered by tremendous technology,” said Rick Levitz, managing partner and president of wealth management at GCG Financial. “Ultimately, this model will allow our financial advisers to provide greater service and unbiased advice to our clients, the true beneficiary of this platform. We are excited about taking the next steps toward realizing our future growth plans and we view Triad as a key strategic partner in this journey.”

GCG Financial is an independent financial advisory firm with in excess of $1.5 billion in total advisory and brokerage client assets. Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services.

“GCG Financial’s decision to affiliate with Triad demonstrates the momentum we have developed in serving both large and mid-sized hybrid advisory firms,” said Nathan Stibbs, executive vice president and chief strategy officer at Triad Advisors. “As hybrid firms across the spectrum of advisory business models seek to accelerate their growth while maximizing their operating flexibility, we expect to continue to experience considerable adviser recruiting and retention success going forward.”

Founded in 1975 and based in Deerfield, Ill., GCG’s financial advisory operations have grown from the company’s original insurance business to providing holistic financial planning and comprehensive fee and brokerage-based wealth management services to mass affluent, high-net-worth and closely held business clients.

GCG has a nationwide client base, with a geographic focus in Illinois and Colorado. GCG also serves clients in the employee benefits and property/casualty insurance markets.

Recently, GCG became a founding member firm of Alera Group, a national wealth management, employee benefits and risk management firm. Triad will support GCG’s growth plans in this area by enabling GCG to provide wealth management services to the other member firms of Alera Group.

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