MICHAEL DRISCOLL, JIM O’SHAUGHNESSY, MARK TONELLI AND CHARLES WILLIAMS RECOGNIZED IN TOP FINANCIAL ADVISOR LISTING
Chicago, IL – September 28, 2018 –Sheridan Road Financial is excited to announce that Michael Driscoll, Jim O’Shaughnessy, Mark Tonelli and Charles Williams have all been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.
This is the fourth annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry. Financial advisers from across the US applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management; DC plan growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.
“We’re thrilled to have Mike, Jim, Mark and Chuck recognized for their success in the industry as FT 401 Top Retirement Advisers,” said Daniel Bryant, Chief Executive Officer. “We are proud of the work they do to help Americans Choose Their Day.”
The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has 20 years of experience advising DC plans and advises $1.26 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington, D.C., and DC plans on average account for 81% of their practices’ total assets. The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).
About The Financial Times 401 Top Retirement Plan Advisors
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
About Sheridan Road
Founded in 2005, Sheridan Road Financial, which works with institutions, private individuals and families throughout the United States, is independently owned and does not create or distribute any proprietary products. Sheridan Road has nearly $13 billion in assets under advisement as of 12/31/17 and serves more than 300,000 individuals through its retirement plan and wealth management practices.
Sheridan Road exists to help Americans choose their day! We do this by striving to be the premier institutional investment consulting and private wealth firm that consciously leads others on a sound financial path. The company strives to make a positive impact on the lives of its team members, clients and the communities that it serves.
About LPL Financial
For more information about LPL Financial, visit www.lpl.com.
Sheri Fitts, Chief Marketing Officer
847.205.9073 | cell: 503.319.0543
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sheridan Road Advisors, LLC, an SEC-registered investment adviser. Sheridan Road Advisors, LLC and Sheridan Road Financial, LLC are separate entities from LPL Financial.