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Sheaff Brock Investment Advisors, LLC

EST. AUM
$1,410,206,314

CONTACTS

CLIENT ACCOUNTS
1,778

Firm Details

Metro area Indianapolis
CRD Number 118739
Website salzingersheaffbrock.com
Client types

Overview

Sheaff Brock Investment Advisors, LLC was a privately-held SEC-registered investment adviser headquartered in Indianapolis, Indiana, founded in 2001 and operating as a subsidiary of Sheaff Brock Capital Management, LLC, principally owned by David Sheaff Gilreath and Ronald Robert Brock. The firm provided Individual Portfolio Management, Model Portfolio Management, financial planning, extended planning, and consulting services to individuals, high-net-worth individuals, 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 Salzinger Sheaff Brock, 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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