Insights

Strong Industry Recognition Sheaff Brock Investment Advisors has garnered significant industry recognition by ranking No. 53 on CNBC's Financial Advisor 100 list, demonstrating its established reputation and credibility, which can be leveraged to position complementary services or solutions.

Strategic Asset Investments The company actively invests in diverse assets including Carrier Global, Exact Sciences, Apple Hospitality REIT, Neurocrine Biosciences, and Allison Transmission, indicating opportunities to offer tailored investment tools, analytics, or research services that support key asset classes.

Recent Acquisition Sheaff Brock was acquired by Allworth Financial Group in mid-2025, presenting opportunities to engage with an expanded client base, explore joint services, or introduce scalable financial technology solutions that align with merged entity goals.

Growth and Revenue Potential With annual revenue estimated between $25 million and $50 million and active management of assets under management, there is potential to introduce advanced portfolio management technologies, reporting tools, or client engagement platforms to support growth.

Technological Foundations The company's digital infrastructure, including platforms like Vue.js, Cloudflare, and HTTP/3, suggests openness to innovative, tech-driven solutions, making it a promising target for selling cybersecurity, performance optimization, or next-gen client portal services.

Similar companies to Sheaff Brock Investment Advisors

Sheaff Brock Investment Advisors Tech Stack

Sheaff Brock Investment Advisors uses 8 technology products and services including LinkedIn Ads, Microsoft Advertising, HubSpot Analytics, and more. Explore Sheaff Brock Investment Advisors's tech stack below.

  • LinkedIn Ads
    Advertising
  • Microsoft Advertising
    Advertising
  • HubSpot Analytics
    Analytics
  • oEmbed
    Dev Tools
  • Goober
    Javascript Libraries
  • PHP
    Programming Languages
  • HSTS
    Security
  • jQuery Waypoints
    Web Tools And Plugins

Media & News

Sheaff Brock Investment Advisors's Email Address Formats

Sheaff Brock Investment Advisors uses at least 1 format(s):
Sheaff Brock Investment Advisors Email FormatsExamplePercentage
FirstL@sheaffbrock.comJohnD@sheaffbrock.com
72%
First.Last@sheaffbrock.comJohn.Doe@sheaffbrock.com
21%
Last@sheaffbrock.comDoe@sheaffbrock.com
5%
LastFirst@sheaffbrock.comDoeJohn@sheaffbrock.com
2%

Frequently Asked Questions

Where is Sheaff Brock Investment Advisors's headquarters located?

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Sheaff Brock Investment Advisors's main headquarters is located at 8801 River Crossing Boulevard Suite 100 Indianapolis, Indiana 46240 United States. The company has employees across 1 continents, including North America.

What is Sheaff Brock Investment Advisors's phone number?

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You can contact Sheaff Brock Investment Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sheaff Brock Investment Advisors's official website and social media links?

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Sheaff Brock Investment Advisors's official website is sheaffbrock.com and has social profiles on LinkedIn.

What is Sheaff Brock Investment Advisors's NAICS code?

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Sheaff Brock Investment Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sheaff Brock Investment Advisors have currently?

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As of February 2026, Sheaff Brock Investment Advisors has approximately 17 employees across 1 continents, including North America. Key team members include Vice President , Operations: C. S.Vice President-Investments: B. M.Vice President-Client Solutions: J. Q.. Explore Sheaff Brock Investment Advisors's employee directory with LeadIQ.

What industry does Sheaff Brock Investment Advisors belong to?

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Sheaff Brock Investment Advisors operates in the Investment Management industry.

What technology does Sheaff Brock Investment Advisors use?

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Sheaff Brock Investment Advisors's tech stack includes LinkedIn AdsMicrosoft AdvertisingHubSpot AnalyticsoEmbedGooberPHPHSTSjQuery Waypoints.

What is Sheaff Brock Investment Advisors's email format?

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Sheaff Brock Investment Advisors's email format typically follows the pattern of FirstL@sheaffbrock.com. Find more Sheaff Brock Investment Advisors email formats with LeadIQ.

When was Sheaff Brock Investment Advisors founded?

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Sheaff Brock Investment Advisors was founded in 2001.

Sheaff Brock Investment Advisors

Investment ManagementIndiana, United States11-50 Employees

Fee Only Portfolio Management
As a fee only money manager, our focus is on one thing, your portfolio. Our success is directly tied to yours, because the only way our income grows is when our assets under management—your assets—grow. We are all pushing the ball in the same direction.

Experienced Professionals Who Put Your Interests First
You expect and deserve a relationship with unbiased trusted advisors who manage your portfolio with your goals in mind; who provide hands on management of your investments, and we focus on one thing: your financial future.

100 Years of Combined Experience at Your Disposal
You deserve independent, unbiased investment solutions. At Sheaff Brock, we work directly with you to ensure that all of your financial needs are identified and addressed.

Important disclosures: https://sheaffbrock.com/social-media-disclosures

Section iconCompany Overview

Headquarters
8801 River Crossing Boulevard Suite 100 Indianapolis, Indiana 46240 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2001
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Sheaff Brock Investment Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Sheaff Brock Investment Advisors's revenue is estimated to be in the range of $25M$50M

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