Triad Advisors says it has recruited Retirement Benefits Group, a retirement plan-focused advisory firm with over $10 billion in assets under administration.
RBG will affiliate with Triad partner Resources Investment Advisors of Overland Park, Kansas. Resources Investment Advisors includes about 160 advisors serving 2,100 corporate retirement plans with about $36 billion in total assets under management and investor clients with roughly $3 billion in wealth management assets.
Based in San Diego, RBG has 15 affiliated offices and 68 advisors who serve more than 580 retirement plans.
“Firms like RBG that are ready to move to a new stage of growth require world-class infrastructure, a sophisticated understanding of the retirement plan space and a hands-on service model that can accelerate the success of their affiliated advisors,” according to Traid President and CEO Jeff Rosenthal.