Top advisors in Sheridan
We’ve curated a list of the best financial advisors in Sheridan, take a look at it below
Find an advisor in Sheridan| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,445,101,292 | 50 advisors | ||
| 2 | $546,487,372 | 10 advisors | ||
| 3 | $323,300 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Sheridan, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sheridan. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Frontier Asset Management, LLC
Assets under management
$1,445,101,292
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
2. Harfst And Associates, Inc.
Assets under management
$546,487,372
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Afinitiv LLC
Assets under management
$323,300
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Online 'robo' Advice, Which Provides Portfolio Recommendations On The Basis Of Responses To An Online Questionnaire.
Your first meeting is free.