Sheridan Road Founder Launches Strategic Advisory, Consulting Firm
Daniel Bryant, who founded Sheridan Road Financial, a division of HUB International, a $24 billion registered investment advisor sold to Hub International in 2019, has launched Bryant Capital Group, a strategic advisory and consulting firm focused on mid-market companies in the financial services segment.
Top Stories of the Week 🔥
BEST OF THE BEST 2025 📣
Best of the Best 2025 📣 "When we started the Wealth Management Industry Awards eleven years ago, the idea was not to produce yet another “best advisor” recognition program, said David Armstrong, Director of Editorial Strategy and Operations, for WealthManagement.com.
Our goal was different: To take the perspective of our financial advisor audience and vet, through their eyes, the best business initiatives from the companies meant to support them."Congratulations to all the incredible finalists who are shaping the future of our industry. We're honored to be recognized among firms that continue to lead, innovate, and inspire.
Download the entire 2025 Industry Awards Featured Initiatives guide >>
PODCAST ALERT🚨
RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial
In this episode of the RIA Edge Podcast, host David Armstrong sits down with John Bunch, CEO of Allworth Financial, to unpack how he’s guiding a founder-led firm into a professionally managed enterprise. From people and strategy to the smart use of technology, John shares what it takes to shape the future of advisory services at scale.
Click Here to Listen to the Full Podcast >>
UPCOMING WEBINAR 📣
Ask the Experts: How the One Big Beautiful Bill Act Changes the Way Practitioners Use Estate-Planning Strategies
Date: September 17th, 2025 | Time: 2:00 pm EDT
Part 2 of our webinar series on the One Big Beautiful Bill Act (OBBBA). This session will address how the OBBBA will affect the viability of certain existing estate-planning strategies and may change how your clients want to handle their estate plans. Our speakers will give an overview of the following key topics and answer your pre-submitted questions:
If you are not a T&E subscriber and are interested in attending, consider purchasing a Trusts & Estates subscription.
Don't forget to SUBSCRIBE to our Newsletters!
Are you getting our content?
The top daily stories and relevant, timely reports for financial advisors and investment managers, delivered to your inbox first thing in the morning!
Sign up to receive the insights, trends, and analysis needed to stay in the loop on the developments in the financial services industry.
Find the newsletter that's right for you by clicking on the link below.