All providers

SHERIDAN ROAD ADVISORS LLC

69 known aliases resolved via the canonical alias map

Market position · 2024

Plans served87+1 YoYRank #236 of mapped providers
Assets under administration$10.3B0.0%Market share · rank #1143
Fees received$4MMedian $21,855/planSum across Schedule C direct + indirect
Net wins YoY-228 won · 30 lostPlan-level switch detection

See full SHERIDAN ROAD ADVISORS LLC analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.