Sheridan Road Financial Named in the Top 10 of NAPA Top DC Advisor Firms

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January 4, 2018 — Northbrook, IL — The National Association of Plan Advisors recently released its list of top DC advisor firms based on defined contribution assets under advisement. Sheridan Road Financial ranks 9th in the list of over 100 top DC firms named by NAPA. These firms are selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.

“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer of the American Retirement Association and Editor-in-Chief of NAPA-Net, which compiled the listing. “As the nation’s leading voice for retirement plan advisors, we are pleased to highlight the contributions these firms are making in helping building a more financially secure retirement for millions of Americans.” The inaugural list of NAPA’s Top DC Advisor Firms, which will be published in the Winter issue of NAPA Net, the Magazine, is available online at http://www.napanet.org/top-dc-advisor-firms/.

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 is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sheridan Road Advisors, a registered investment advisor. Sheridan
Road Advisors and Sheridan Road Financial are separate entities from LPL Financial.

For more information contact:
Sarah Glowiak
847-205-9073 ext. 1026
sglowiak@sheridanroad.com

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