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STERLING INVESTMENT ADVISORS LTD.
CRD 140710 · SEC 801-66769
1055 WESTLAKES DRIVE, SUITE 150, BERWYN, PA, 19312, United States
Phone
610-560-0400
Fax
610-560-0401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.08B
Team
7 total employees; 7 advisory reps; 20 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $58.0M |
| High net worth individuals | 194 | $1.01B |
| Corporations/business entities | 6 | $5.0M |
States served
CA, DE, GA, MD, MA, NJ, NY, PA, VA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/matthew-croley-09345315b/
- HTTP://WWW.STERLING-ADVISORS.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/STERLING-INVESTMENT-ADVISORS-LTD-/
- https://www.linkedin.com/in/david-newcomb-17b83a100/
- https://www.linkedin.com/in/cathywhetstone/
- https://www.linkedin.com/in/sflatley/
- https://www.linkedin.com/in/timflatleysterling/
- https://www.linkedin.com/in/brayhansel/
- https://www.linkedin.com/in/gabriel-fairorth-62674615b/
- https://www.linkedin.com/in/conorjbradley/
Official SEC filing: View on IAPD