Sterling Investment Advisors Ltd.
Berwyn, PA·SEC-registered · CRD #140710
Sterling Investment Advisors Ltd. is an SEC-registered investment advisory firm in Berwyn, PA managing $1.1B across 1.6k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
1.6k
Advisory staff
7
Fee model
Fee-based
How Sterling Investment Advisors Ltd. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sterling Investment Advisors Ltd.
How much does Sterling Investment Advisors Ltd. manage?
Per its most recent SEC Form ADV filing (03/21/2026), Sterling Investment Advisors Ltd. reports $1.1B in regulatory assets under management across roughly 1.6k client accounts.
How does Sterling Investment Advisors Ltd. charge?
Sterling Investment Advisors Ltd. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sterling Investment Advisors Ltd. a fiduciary?
Yes. Sterling Investment Advisors Ltd. is registered with the U.S. Securities and Exchange Commission (CRD #140710), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sterling Investment Advisors Ltd. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sterling Investment Advisors Ltd. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Berwyn, PA
Profile compiled from Sterling Investment Advisors Ltd.'s public SEC Form ADV filing (CRD #140710, filed 03/21/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sterling Investment Advisors Ltd.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sterling Investment Advisors Ltd.? Claim this profile.