Recognition recognizes Triad’s continued growth and integrated approach to wealth management and insurance planning
Triad Partners (“Triad”), the financial services organization dedicated to helping advisors balance success, freedom and impact, announced that it has been named to the 2026 Inc. 5000 list of the fastest-growing private companies in America. Over the past three years, Triad has grown its Unified Planning Model, which brings insurance planning, investment management, financial planning and practice management support together within one platform to help advisors better serve clients’ comprehensive needs.
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Triad’s revenue growth reflects its reputation as a destination of choice for advisors seeking the infrastructure, expertise, and community to serve individuals, families, and businesses more comprehensively. The firm’s employee count has grown from 45 to more than 115 since 2023, supporting continued investment in the resources advisors need to operate their practices on their own terms.
“Triad was built around a simple belief: advisors shouldn’t have to choose between building a successful business and creating the life they want,” said Shawn Sparks, co-founder at Triad Partners. “It’s not the growth that makes us proud. Growth is easy to chase. What makes us proud is how we grew. We grew while our team coached their kids’ sports, while our advisors took real vacations, and while they were present with their family and friends for the moments that mattered. We have always believed that business success and a meaningful life can rise in tandem, and this milestone shows what is possible when you build a company around that belief. We share it with every team member and advisor who helped make it happen.”
Triad’s Unified Planning Model brings together Triad Partners and Triad Wealth Partners as an integrated field marketing organization (FMO) and registered investment advisor (RIA) platform built around a culture-first philosophy. The model connects independent insurance distribution with investment management, giving advisors access to insurance and annuity solutions, investment management, financial planning, coaching, marketing, operations, compliance, and practice management resources through a single partner, backed by a team holding CFA®, CFP®, RICP®, and RSSA® designations.
The model is built around three core elements: a curated community of elite independent advisors, a unified insurance and wealth management offering, and Triad’s DO BUSINESS. DO LIFE. philosophy, which prioritizes both business growth and personal freedom. Rather than competing primarily on scale or carrier volume, Triad is focused on the depth of its advisor relationships, the quality of its community, and the range of resources available to help members build and sustain their practices. At its core, Unified Planning exists to help advisors deliver a higher level of service to the consumers they serve, ensuring clients benefit from more coordinated, comprehensive financial guidance.
“Unified Planning is about making it easier for advisors to take great care of their clients and run great businesses,” said Scott Rinehart, president and chief wealth officer of Triad Wealth Partners. “Investment management, insurance and financial planning shouldn’t operate in separate worlds, and advisors shouldn’t have to piece together a bunch of disconnected providers to serve their clients well. We bring those capabilities together with the practice support advisors need to build better businesses. And that same philosophy carries through to how we support our advisors every day. We call it member obsession: giving advisors direct access to people who understand their business, can help solve real problems and ultimately give them more time to focus on their clients.”
Triad’s approach is designed to help advisors move beyond a traditional product-based model and build deeper, more comprehensive client relationships. Since launching in 2023, Triad Wealth’s growth has been driven primarily by organic advisor productivity rather than acquisitions or market returns alone. Advisors have used the platform to expand their capabilities and serve higher-net-worth clients.
As Triad continues to grow, the company plans to expand the capabilities available through its Unified Planning Model while maintaining the advisor relationships and community that have shaped its growth. The company remains focused on giving independent advisors a more integrated platform to serve clients, build their practices, and create greater freedom in how they work and live.
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