The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

7. Sheaff Brock Investment Advisors

CNBC.com staff@CNBC
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Sheaff Brock Investment Advisors, based in Indianapolis, Indiana, is ranked No. 7 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.3B

Years in Business: 23

Accounts Under Management: 1,820

Previous appearances on FA 100 List: 4 (No. 10 in 2023)

Principals:

David Gilreath, Managing Director & Chief investment Officer

Ron Brock, Managing Director & Chief Financial Officer

Contact:

sheaffbrock.com

8801 River Crossing Boulevard, Suite 100, Indianapolis, IN 46240

(317) 705-5700

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