Chicago, IL – May 7, 2018 – Sheridan Road Financial was recently ranked as the #4 leading institutional consultant in the country by Barron’s, a leading financial newspaper. The fourth annual Top 50 Institutional Consultants list ranks the top 50 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 has been listed in the top 10 since the ranking’s inception.
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. The list was published in both Barron’s and The Wall Street Journal this week.
“We are thrilled to have been named as the #4 consultant on Barron’s list of Top Institutional Consultants,” said Daniel Bryant, Chief Executive Officer and Managing Partner at Sheridan Road. “Our team is dedicated to providing quality service, and we are excited to be recognized once again as a thought leader within the industry. We are committed to continuing to change the conversation with our clients to focus on ways in which we can make a difference and be most impactful.” Mr. Bryant will also be speaking at the Barron’s Institutional Leadership Summit in New York on May 11th.
About Sheridan Road
Sheridan Road’s mission is 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 an impact on the lives of its team members, clients and the communities in which they serve. As part of this commitment, Sheridan Road’s monthly webcast series focuses on bringing education and information to help individuals, employers, committees make informed decisions regarding their all of the financial and retirement needs.
About LPL Financial
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 firstname.lastname@example.org
https://sheridanroad.com/v3/wp-content/uploads/2016/03/sheridanroad-logo75.png00Sarah Glowiakhttps://sheridanroad.com/v3/wp-content/uploads/2016/03/sheridanroad-logo75.pngSarah Glowiak2018-05-07 10:58:462018-05-08 10:12:20Barron's Names Sheridan Road Financial to Top Institutional Consultants List
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