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Salzinger Sheaff Brock, LLC

EST. AUM
$317,106,848

CONTACTS
1

CLIENT ACCOUNTS
329

Firm Details

Metro area Indianapolis
CRD Number 139417
Website salzingersheaffbrock.com
Client types

Overview

Salzinger Sheaff Brock, LLC was an SEC-registered investment adviser (CRD 139417) headquartered in Indianapolis, Indiana, founded in 2009 and principally owned by Mark Salzinger, David Sheaff Gilreath, Ronald Robert Brock, and Sheaff Brock Capital Management, LLC. The firm provided discretionary portfolio management, financial planning, extended planning, and consulting services to individuals, high-net-worth individuals, foundations, retirement plans, and corporations. In June 2025, the firm was acquired by Allworth Financial as part of one of Allworth's largest deals to date, alongside sister firm Sheaff Brock Investment Advisors, with the two firms collectively managing approximately $1.5B in assets at the time of acquisition. The firm's SEC registration has since been terminated following the acquisition.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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