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SHERIDAN ROAD ADVISORS LLC

69 known aliases resolved via the canonical alias map

Market position · 2024

Plans served86Rank #235 of mapped providers
Assets under administration$10.2B0.0%Market share · rank #1144
Fees received$4MMedian $16,939/planSum across Schedule C direct + indirect
Net wins YoY-228 won · 30 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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