Sheridan Road Financial
Sheridan Road Financial is a company.
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Financial History
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Leadership Team
Key people at Sheridan Road Financial.
Sheridan Road Financial is a company.
Key people at Sheridan Road Financial.
Key people at Sheridan Road Financial.
Sheridan Road Financial is an institutional investment consulting and private wealth management firm, now operating as a division of HUB International following its 2019 asset acquisition.[2][3] Its mission is to serve as the premier institutional investment consulting firm, guiding clients on sound financial paths while impacting team members, clients, and communities through innovative solutions like customized participant education, managed accounts via LPL Financial, robo-advisory, and traditional wealth management.[1][3] The firm focuses on retirement plan advisory, fiduciary services, executive benefits, and wealth planning, managing over $14 billion in assets for more than 300,000 individuals pre-acquisition, with recognition as a top institutional consultant by Barron’s and PLANSPONSOR.[1][2]
Founded by Daniel Bryant, Sheridan Road Financial emerged as a Chicago-headquartered firm specializing in retirement plans and wealth management, growing to eight U.S. offices and earning accolades like 2015 Retirement Plan Adviser Multi-office Team of the Year from PLANSPONSOR.[1][2] It built a reputation for thought leadership, ranking #4 among institutional consultants by Barron’s in 2016-2019 and featuring advisors on Financial Times' Top 401 Retirement Advisers lists.[2][3] In January 2019, HUB International acquired its assets—then valued at over $14 billion—integrating it into its global insurance and risk management network while retaining its focus on retirement and wealth services.[2] Post-acquisition, founder Bryant launched Bryant Capital Group in a new venture, leveraging his experience scaling and exiting Sheridan to advise private equity, asset managers, family offices, and tech-reliant financial firms.[5]
Sheridan Road Financial rides the trend of retirement readiness amid aging populations and complex DC plans, integrating fintech like robo-advisors and managed accounts to democratize wealth tools for 300,000+ participants.[1][2][3] Its timing aligns with post-2008 fiduciary rule expansions (e.g., DOL rules) and rising demand for holistic advisory in a low-yield, volatile market, bolstered by HUB's global scale for geographic expansion.[2] Market forces favoring outsourced expertise—driven by corporate cost pressures and participant education mandates—position it strongly, while its foundation influences ecosystems through community investments in education and health, indirectly supporting workforce stability.[1] As part of HUB, it amplifies insurance-linked financial planning, bridging traditional brokerage with modern advisory tech.
Sheridan Road, embedded in HUB, will likely deepen fintech integrations like AI-driven participant tools and alternative assets for high-net-worth clients, capitalizing on HUB's M&A momentum for further scale.[2][5] Trends such as family office proliferation, private market democratization, and tech-enhanced outcomes—echoed in founder Bryant's new advisory firm—shape its path, potentially evolving influence toward hybrid insurance-wealth models.[3][5] Its community focus and advisory heritage position it to lead in sustainable retirement ecosystems, tying back to its core mission of empowering "version 2.0" life stages through precise, impactful guidance.[1][3]
