Our Awards & Accomplishments

2017
America's Top 1200 Financial Advisors
Patrick Rush, CEO of TFA, was listed in Barron's magazine as part of their 2017 annual list of "America's Top 1200 Financial Advisors: State-by-State." And was #7 in the state of North Carolina.

http://www.barrons.com/report/top-financial-advisors/1000/northcarolina/2017

2017
Triad Financial Advisors was recently designated as one of the Top Ten Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, NC. The award is from AdvisoryHQ, which is one of the fastest-growing review and ranking news media organizations for the investment and financial advisory industries.

http://www.advisoryhq.com/articles/top-financial-advisors-in-greensboro-chapel-hill-nc

2016
Triad Financial Advisors has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S

https://next.ft.com/content/37bd6974-31b9-11e6-ad39-3fee5ffe5b5b?ftcamp=engage/email/emailthis_link/ft_articles_share/share_link_article_email/editorial

2016
Triad Financial Advisors was recently designated as one of the Top Ten Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, NC. The award is from AdvisoryHQ, which is one of the fastest-growing review and ranking news media organizations for the investment and financial advisory industries. *

http://www.advisoryhq.com/articles/top-financial-advisors-in-greensboro-chapel-hill-nc/#Triad

2016, 2013, 2012, 2011, 2010 & 2009
Carter W. Leinster, President of TFA, was listed in Barron's magazine as part of their 2016 annual list of "America's Top 1,200 Financial Advisors: State-by-State." **

http://www.barrons.com/report/top-financial-advisors/1000/northcarolina/2016

2011
Carter W. Leinster was awarded Business Leader’s WOMEN Extraordinaire in recognition of her extraordinary leadership, dedication to the community and being an exceptional mentor to future women leader. ***

2011
Triad Financial Advisors voted Best Financial Services Company in the Triad. ****

2007
Carter was listed as one of America’s Top 100 Independent Financial Advisors by Registered Rep magazine. *****

 

* To generate a more reflective award ranking of the top advisors and investment managers, AdvisoryHQ went beyond just analyzing AUM, revenue, and the size of an advisory firm. AdvisoryHQ developed a breakthrough "Top-Down Advisor Selection Methodology" that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.

** Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.

*** Criteria for award: Honorees are selected based on research done by Business Leader magazine editorial team and receiving input from local business leaders. The criteria used in selecting the honoree is: 1) Research that shows that you are a top performing company/firm in your industry and 2) Local business leaders and organizations provide input on top companies and leading business professionals.

**** Criteria for award: Candidate must: 1)be an influential leader within her company, with an extraordinary impact on its economic success 2) be actively involved in the professional organizations and associations related to her industry 3) be active in her community by utilizing her skills to promote philanthropic organizations or causes 4) be a recognized mentor and example to other women in her industry. Third party rankings and recognitions from rating services or publications are no guarantee of future investment success.

***** Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, she must be the founder or leader of that team. Top 100 Independent Financial Advisors do not pay a fee to be included in the research or the final list of America's Top 100 Independent Financial Advisors. The overall evaluation score of the Top 100 Independent Financial Advisors reflects an average of all respondents and may not be representative of any one client's evaluation. America's Top 100 Independent Financial Advisors List is not indicative of the advisor's future performance. Working with one of America's Top 100 Independent Financial Advisors or any financial advisor is no guarantee as to the future investment success nor is there any guarantee that the selected advisors will be awarded this accomplishment in the future. Thousands of advisors, broker/dealers and PR agencies submitted data forms. Registered Rep magazine created and conducted the survey.

Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or any client nor are they representative of any one client’s evaluation.