Keeney Financial Group, with $350 million in assets under management, has left LPL Financial to join Triad Advisors, one of Ladenburg Thalmann Financial Services' five independent broker deal subsidiaries.
Atlanta-based Triad, with nearly $24 billion in AUM, intends to help the smaller Columbia, Maryland-based firm grow and build its brand, according to Triad's executive vice president, Nathan Stibbs.
Stibbs cited Keeney's "entrepreneurial culture and strong growth potential" in announcing the deal.
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"We can now leverage some of the best technology providers in the world," Keeney Financial founder John Keeney said in a statement, "to furnish enhanced wealth planning and reporting tools, provide a greater depth of service and create a more personal and innovative client experience."
Key factors in Keeney's decision to move included Triad's "responsive" service team, "leading edge" technologies, "careful" compliance and the support of a large parent, according to the release.
Nationwide, Triad services more than 200 IBDs, about 70% of which operate a hybrid RIA model, Stibbs says.