Sterling Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated February 9, 2026, reports $16M in regulatory assets under management, 7 employees, and 57 accounts.
Assets Under Management
$16M
Employees
7
Offices
--
Total Clients
57
Primary office
PASADENA, CA
201 S. LAKE AVENUE, SUITE 500, PASADENA, CA, United States
Top client segmentIndividuals represent 56.1% of total clients.
Top client categories% of clientsClients
1
Individuals
56.1%
32
2
HNWI
43.9%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16Mas of February 9, 2026
Discretionary99.8%
$16M
100% of total RAUM99.8%
Non-discretionary0.2%
$32K
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.
Total AUM$16M
Total Accounts57
10Y AUM Change+$16M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee8:1
10Y Employee Change+1 (+16.7%)
* 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.