Firm Named the No. 3 Advisor Team in the Country for Institutional Consulting
Chicago, IL – July 17, 2017– Sheridan Road Financial in was recently named a Top Institutional Consultant by Barron’s, a leading financial magazine. The third annual list ranks firms that guide institutional investing for large organizations, such as pensions, endowments, foundations and defined-contribution plans, based on a range of criteria to determine the best in the nation. Sheridan Road Financial was ranked No. 3.
Barron’s evaluated a range of criteria to compile the list, including institutional investment assets overseen by each team, revenue generated by those assets, the number of clients served by the team, the number of team members and their regulatory records as well as advanced professional designations and accomplishments represented on the team.
Advisors at Sheridan Road Financial are on the LPL Financial broker/dealer platform. LPL is one of the nation’s leading retail investment advisory firms and independent broker/dealer.
“We are thrilled to have been named as the No. 3 Top Institutional Consultants,” said Daniel Bryant, Chief Executive Officer and Managing Partner at Sheridan Road. “Our team takes pride in serving our clients and communities.”
About Sheridan Road
Sheridan Road’s mission is to be the premier institutional investment consulting firm that consciously leads others on a sound financial path. We strive to make an impact on the lives of our team members, our clients and the communities in which we serve. As part of this commitment, our monthly webcast series focuses on bringing education and information to help companies, plan sponsors and committees make informed decisions regarding their retirement plans.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $509 billion in advisory and brokerage assets as of December 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities.
Advisors associated with LPL also service an estimated 45,000 retirement plans with an estimated $120 billion in retirement plan assets, as of January 2017. LPL also supports more than 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
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LPL Financial and Barron’s magazine are not affiliated entities