Stonebridge Financial Group, LLC
Wormleysburg, PA·SEC-registered · CRD #327529
Stonebridge Financial Group, LLC is an SEC-registered investment advisory firm in Wormleysburg, PA managing $2.3B across 5.0k client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
5.0k
Advisory staff
21
Fee model
Fee-based
How Stonebridge Financial Group, LLC 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 Stonebridge Financial Group, LLC
How much does Stonebridge Financial Group, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Stonebridge Financial Group, LLC reports $2.3B in regulatory assets under management across roughly 5.0k client accounts.
How does Stonebridge Financial Group, LLC charge?
Stonebridge Financial Group, LLC 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 Stonebridge Financial Group, LLC a fiduciary?
Yes. Stonebridge Financial Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #327529), 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 Stonebridge Financial Group, LLC 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 Stonebridge Financial Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Wormleysburg, PA
Profile compiled from Stonebridge Financial Group, LLC's public SEC Form ADV filing (CRD #327529, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Stonebridge Financial Group, LLC. 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 Stonebridge Financial Group, LLC? Claim this profile.