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Sheridan Road Financial
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Sheridan Road Financial is a retirement plan advisory and wealth management firm founded in 2005 and based in Northbrook, Illinois. It specializes in institutional investment consulting, fiduciary services, executive benefits, participant services, and financial planning. Managing multi‑billion‑dollar assets for plan sponsors and individuals, it helps clients design and manage retirement plans aligned with business objectives. Acquired by Hub International in early 2019, it now operates under HUB’s Retirement, Institutional & Private Wealth platform while maintaining its SEC‑registered RIA status.
Hub Sheridan Road’s Daniel Bryant Joins Private Equity Firm
Most recenlty, Bryant was President of National Sales at Hub and author of The Financial Wellness Mandate
Retirement Giant Sheridan Road Bought by Insurance Brokerage
Industry consolidation and M&A activity continued Wednesday with the announcement that Sheridan Road Financial has been acquired by…
10 Positive HSA Attributes Plan Sponsors Will Love
How can advisors claim to be retirement experts yet offer no assistance to plan participants with the single…