Overview
Assets Under Management: $145 million
High-Net-Worth Clients: 51
Average Client Assets: $1.9 million
Frequently Asked Questions
STERLING FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107783), STERLING FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
STERLING FINANCIAL ADVISORS, LLC serves 51 high-net-worth clients according to their SEC filing dated March 28, 2026. View client details ↓
According to their SEC Form ADV, STERLING FINANCIAL ADVISORS, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
STERLING FINANCIAL ADVISORS, LLC manages $145 million in client assets according to their SEC filing dated March 28, 2026.
According to their SEC Form ADV, STERLING FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.38%
Average Client Assets: $1.9 million
Total Client Accounts: 321
Discretionary Accounts: 261
Non-Discretionary Accounts: 60
Regulatory Filings
CRD Number: 107783
Filing ID: 2082002
Last Filing Date: 2026-03-28 08:07:16