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Sheaff Brock Investment Advisors Employee Directory

Investment ManagementIndiana, United States11-50 Employees

Sheaff Brock Investment Advisors is a fee-only investment management firm based in Indianapolis, Indiana, offering portfolio management services to clients. The firm employs 11 to 50 people and emphasizes independent, unbiased investment solutions with hands-on management focused on clients' financial goals. It cites 100 years of combined experience and states that its income grows only when client assets under management grow. In June 2025, Allworth Financial Group announced the acquisition of Sheaff Brock Investment Advisors, LLC. In October 2025, Sheaff Brock was ranked No. 53 on CNBC's Financial Advisor 100 list.

Find Sheaff Brock Investment Advisors employees' phone numbers or email addresses

Sheaff Brock Investment Advisors Global Highlights

Location
Employees

North America
37

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  • United States Of America
    37

Sheaff Brock Investment Advisors's Leadership

  • Stylized image of a person
    C. S.
    Vice President , Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Vice President-Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. Q.
    Vice President-Client Solutions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Vice President, Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    Vice-President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. V.
    Vice President-Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. J.
    Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. T.
    Portfolio Manager
    Phone icon
    Mobile Phone

Sheaff Brock Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Sheaff Brock Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. M.
    Vice President-Investments
    Phone icon
    Mobile Phone
    UNITED STATES
    May 01, 2024
  • Stylized image of a person
    C. S.
    Vice President , Operations
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. Q.
    Vice President-Client Solutions
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    K. H.
    Vice President, Operations
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 11, 2025
  • Stylized image of a person
    S. W.
    Vice-President
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    T. V.
    Vice President-Wealth Manager
    Phone icon
    Mobile Phone
    Aug 08, 2025
  • Stylized image of a person
    S. J.
    Controller
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    W. T.
    Portfolio Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    May 08, 2024

Frequently Asked Questions

What is Sheaff Brock Investment Advisors known for?

Minus sign iconPlus sign iconSheaff Brock Investment Advisors was founded in 2001 operates in the Investment Management industry. The company's main headquarters is located in 8801 River Crossing Boulevard Suite 100 Indianapolis, Indiana 46240 United States; you can contact the main corporate office by phone at
+1-317-705-****
. Explore Sheaff Brock Investment Advisors's company overview page for more information.

What is Sheaff Brock Investment Advisors's most common email format?

Minus sign iconPlus sign iconSheaff Brock Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sheaff Brock Investment Advisors email formats with LeadIQ.

How many employees does Sheaff Brock Investment Advisors have currently?

Minus sign iconPlus sign iconSheaff Brock Investment Advisors has approximately 17 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Sheaff Brock Investment Advisors's key employees and leadership?

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As of February 2026, Sheaff Brock Investment Advisors's key employees include:

  • Vice President , Operations: C. S.
  • Vice President-Investments: B. M.
  • Vice President-Client Solutions: J. Q.
  • Vice President, Operations: K. H.
  • Vice-President: S. W.

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