Sterling Investment Advisors Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Berwyn, PA. Its latest Form ADV filing, dated March 21, 2026, reports $1.1B in regulatory assets under management, 7 employees, 1 office, and 1,611 accounts.
Assets Under Management
$1.1B
Employees
7
Offices
1 office
Total Clients
442
Primary office
BERWYN, PA
1055 WESTLAKES DRIVE, SUITE 150, BERWYN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.8% of total clients.
Top client categories% of clientsClients
1
Individuals
54.8%
242
2
HNWI
43.9%
194
3
Corporations
1.4%
6
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 21, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,611
10Y AUM Change+$793M (+280.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee63:1
10Y Employee Change-1 (-12.5%)
* 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.