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Sheridan Road Financial

Northbrook, Illinois, United States

Ownership: Private
Development stage: Other

Overview

Sheridan Road Financial is an institutional investment consulting and private wealth management firm headquartered in Chicago, Illinois. Founded in 2005, the company specializes in retirement plan consulting, fiduciary services, and wealth management for both institutional and individual clients. In January 2019, the firm was acquired by Hub International, where it now operates as a specialized division within HUB's retirement and private wealth practice. The firm is widely recognized for its expertise in managing defined contribution plans and has been ranked as a top institutional consultant by major financial publications.

Industry: Consulting

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LPL Financial

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