Stonebridge Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Assets Under Management
$2.4B
Employees
10
Offices
1 office
Total Clients
805
Primary office
ST. LOUIS, MO
3770 SOUTH LINDBERGH BOULEVARD, SUITE 102, ST. LOUIS, MO, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.0% of total clients.
Top client categories% of clientsClients
1
Individuals
74.0%
596
2
HNWI
17.6%
142
3
Pension Plans
8.3%
67
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 25, 2026
Discretionary25.2%
$605M
25% of total RAUM25.2%
Non-discretionary74.8%
$1.8B
75% of total RAUM74.8%
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$2.4B
Total Accounts1,623
10Y AUM Change+$2.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee81:1
10Y Employee Change+1 (+11.1%)
* 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.