Sheridan Wealth Advisors
Sheridan Wealth Advisors is a private, Miami-based boutique financial advisory firm providing private wealth management, tax planning, business brokerage, and donor advisory services to individuals and philanthropists via its Foundation Program and Donor Services.
- Company typePrivate
- Founded-
- HeadquartersMiami, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Sheridan Wealth Advisors does
Sheridan Wealth Advisors is a private, for-profit financial advisory firm headquartered in Miami, United States. The company provides private wealth management, tax planning, and business brokerage services, primarily serving individuals building a financial foundation and donors seeking to optimize charitable giving strategies. Its core documented offerings are the Foundation Program — a structured wealth management solution — and Donor Services, which provides specialized advisory around philanthropic planning and impact.
The firm operates with a small team of 1-10 employees, positioning it as a boutique advisory practice rather than a scaled wealth platform. No pricing model, fee schedule, or revenue mechanics are publicly disclosed. The company has not shared details about its technology stack, proprietary platform features, integrations, or AI tooling; the firm's core technology is listed as "Not disclosed" in source material, and there are no disclosed mobile applications, APIs, or software products.
The available input contains no information on founding date, ownership structure, parent company, management team biographies, funding history, revenue figures, named clients, marketing or distribution channels, regulatory registrations, awards, or patents. This absence of operational and financial data materially limits analytical depth: any growth, expansion, AI, or moat assessment must rely almost entirely on inference from the firm's stated service mix and small headcount, and readers should treat all inferences accordingly.
Sheridan Wealth Advisors firmographics
Firmographics- Name
- Sheridan Wealth Advisors
- Website
- https://sheridanadvisors.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Sheridan Wealth Advisors is a private, Miami-based boutique financial advisory firm providing private wealth management, tax planning, business brokerage, and donor advisory services to individuals and philanthropists via its Foundation Program and Donor Services.
- Ownership category
- akta.pro rank
Sheridan Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Sheridan Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Markets served
Sheridan Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Sheridan Wealth Advisors product offering
Product offeringCore offering
Sheridan Wealth Advisors provides private wealth management, tax planning, and business brokerage services. The firm offers a Foundation Program that is a structured wealth management solution designed to help clients build and manage their financial foundation, along with Donor Services that deliver advisory tailored for charitable giving strategies and philanthropic impact.
Product overview
Sheridan Wealth Advisors is a financial advisory firm offering a unified suite of wealth management services. The core offerings include the Foundation Program (a structured wealth management solution) and Donor Services (specialized advisory for charitable giving). The company positions itself as an expert in financial reviews and wealth advisory services for donors and individuals seeking to build their financial foundation.
Differentiator
Problem solved
Functional benefit
Products and services
- Foundation Program
- Donor Services
Companies that use Sheridan Wealth Advisors
Customer profileIdeal customer profiles2 records
Sheridan Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sheridan Wealth Advisors partnerships and signals
Strategic signalRecent moves2 records
Sheridan Wealth Advisors competitors and assessment
Company assessmentBroad incumbents
- Bessemer Trust: UHNW-focused wealth and investment management firm with strong philanthropic and multi-generational planning capabilities. Comparable in donor/philanthropic advisory emphasis, though serves much larger estates.
- Edelman Financial Engines: Large national RIA combining financial planning, investment management, and tax services. Comparable in service mix but far larger and more tech-enabled than Sheridan.
- Mercer Advisors: National RIA roll-up delivering wealth management, tax, and estate planning to HNW households. Comparable service architecture and target client, but at much larger scale with an M&A-driven growth model.
- Creative Planning: Large fee-only RIA offering wealth, tax, estate, and business transition planning nationwide. Overlaps with Sheridan across the integrated wealth + tax + business brokerage proposition.
Direct peers
- GenTrust: Miami-based wealth management firm serving HNW and UHNW clients with integrated planning, investment, and family office services. Highly comparable given shared Miami geography and similar target client base.
- Mariner Wealth Advisors: Large national RIA offering wealth planning, tax, and multi-family-office-style services to HNW and UHNW clients. Direct competitor to Sheridan's integrated wealth + tax advisory model, though operating at much greater scale.
- Pure Financial Advisors: Fee-only RIA providing comprehensive financial planning, tax, and investment management. Closely comparable on the financial-planning-led wealth advisory positioning Sheridan appears to occupy.
- Monarch Wealth Advisors: Multi-family office style RIA providing integrated financial planning, investment, and tax services to HNW clients. Comparable in boutique-style positioning and integrated service delivery.
- Corient: Fast-growing national RIA offering wealth planning, tax, and family office services to HNW/UHNW clients. Comparable integrated model and aggressive growth trajectory via advisor recruitment and M&A.
Emerging players
- Empower Personal Dashboard: Tech-enabled wealth platform combining digital planning tools with human advisory. Represents the technology-driven competitive threat Sheridan faces if it does not develop its own digital capabilities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
Sheridan Wealth Advisors social profiles
Digital presenceSheridan Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sheridan Wealth Advisors leadership team
Management profileNumber of profiles
Profiles1 record
Sheridan Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sheridan Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sheridan Wealth Advisors
What does Sheridan Wealth Advisors do?
Sheridan Wealth Advisors provides private wealth management, tax planning, and business brokerage services. The firm offers a Foundation Program that is a structured wealth management solution designed to help clients build and manage their financial foundation, along with Donor Services that deliver advisory tailored for charitable giving strategies and philanthropic impact.
Is Sheridan Wealth Advisors a public or private company?
Sheridan Wealth Advisors is a private company. It is classified as unknown and is currently operating.
When was Sheridan Wealth Advisors founded?
Sheridan Wealth Advisors was founded in -1. It employs 1 to 10 people.
Where is Sheridan Wealth Advisors based?
Sheridan Wealth Advisors is headquartered in Miami, United States, in the North America region.
Who are Sheridan Wealth Advisors's main competitors?
Broad incumbents on record are Bessemer Trust, Edelman Financial Engines, Mercer Advisors and Creative Planning. Direct peers are GenTrust, Mariner Wealth Advisors, Pure Financial Advisors, Monarch Wealth Advisors and Corient. Empower Personal Dashboard is listed as an emerging player.
Does Sheridan Wealth Advisors have an API?
No public API is recorded for Sheridan Wealth Advisors.
What industry is Sheridan Wealth Advisors in?
Sheridan Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.