Stiles Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 23, 2026, reports $549M in regulatory assets under management, 12 employees, and 793 accounts.
Assets Under Management
$549M
Employees
12
Offices
--
Total Clients
261
Primary office
EDINA, MN
7505 METRO BLVD, SUITE 510, EDINA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.4% of total clients.
Top client categories% of clientsClients
1
Individuals
54.4%
142
2
HNWI
39.8%
104
3
Pension Plans
4.2%
11
4
Charitable
1.1%
3
5
Corporations
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$549Mas of March 23, 2026
Discretionary99.8%
$548M
100% of total RAUM99.8%
Non-discretionary0.2%
$877K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$549M
Total Accounts793
10Y AUM Change+$157M (+40.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee22:1
10Y Employee Change+6 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.