WORMLEYSBURG, PACRD 327529Latest ADV March 27, 2026
Stonebridge Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wormleysburg, PA. Its latest Form ADV filing, dated March 27, 2026, reports $2.3B in regulatory assets under management, 29 employees, 4 offices, and 4,548 accounts.
Assets Under Management
$2.3B
Employees
29
Offices
4 offices
Total Clients
1,457
Primary office
WORMLEYSBURG, PA
602 NORTH FRONT STREET, WORMLEYSBURG, PA, United States
Top client segmentIndividuals represent 61.5% of total clients.
Top client categories% of clientsClients
1
Individuals
61.5%
896
2
HNWI
26.8%
391
3
Pension Plans
10.7%
156
4
Charitable
0.5%
7
5
Corporations
0.4%
6
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 27, 2026
Discretionary92.9%
$2.1B
93% of total RAUM92.9%
Non-discretionary7.1%
$161M
7% of total RAUM7.1%
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$2.3B
Total Accounts4,548
10Y AUM Change+$2.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee50:1
10Y Employee Change+7 (+31.8%)
* 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.