Sterling Investment Advisors Ltd.
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities34%
- Cash & Cash Equivalents4%
- Private Funds3%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$238M in ETFs
73%
$174M
13%
$64.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SELECT DIVIDEND ETF (DVY) | BlackRock | Passive | Mid Cap Value | $25.2M | 354,985 | 10.57% |
Location
Berwyn, PA
Chester
Location
Berwyn, PA
Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1055 Westlakes Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
AC Wealth Partners
RIABerwyn, PA
Stanley-Laman Group Ltd.
RIABerwyn, PA
Ellis Investment Partners, LLC
RIABerwyn, PA
FDX Advisors, Inc.
RIABerwyn, PA
Trinity Wealth Management, LLC
RIABerwyn, PA
Carnegie Wealth Management, LLC
RIABerwyn, PA