Sterling Investment Advisors Ltd.

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$668K

Accounts

1,611

Employees

Advisory reps

Firm details

Headquarters: Berwyn, Pennsylvania
CRD number: 140710
Registered since: May 31, 2006
Website: www.sterling-advisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.86%
Individuals5.39%
Corporations / Businesses0.47%
Charitable Organizations0.2%
Pension & Profit Sharing Plans0.07%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sterling Investment Advisors Ltd. is an independent, individual-owned registered investment adviser that has been SEC-registered since 2006. The firm serves both high-net-worth individuals and families as well as institutional clients, and it functions as a capital allocator — hiring third-party managers where appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Sterling charges a mix of percentage-of-AUM, hourly, and fixed fees. The firm identifies as an active ESG investor, incorporating environmental, social and governance considerations into investment selection and manager oversight alongside traditional fiduciary criteria.