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- Custodian
- Charles Schwab & Company ยท Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-31-2000
- Office Locations
- 58
Office Locations
About Stancorp Investment Advisers, Inc.
Stancorp Investment Advisers (The Standard) supports individuals, employers, and broker/advisor partners with workplace-focused financial and insurance solutions, including life and disability coverage, retirement solutions, and benefits administration. A differentiator is its Workplace Possibilities program, a proactive, whole-person approach to helping employees stay at work or return safely. Operates across retail and institutional channels.
Reported data analysis
What the numbers show
Between June 25, 2025 and March 31, 2026, reported AUM increased 2.7%, from $33.6B to $34.5B.
Across 5 reported observations, AUM increased 20.2% between November 30, 2022 and March 31, 2026, from $28.7B to $34.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 12 advisory representatives and 96,128 clients, or 8,010.7 clients per representative. That equates to $358.9K in reported AUM per client.
The profile lists 58 reported office locations and 26 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Stancorp Investment Advisers, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARIA ESMERALDA GONZALEZ
President, Vice President
- CRD
- #2912591
- Ownership
- Less than 5%
JAMES PEI-YUEN HUANG
Secretary
- CRD
- #4020305
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Raymond Dewayne Barrett
--
- CRD
- #2494077
KENT DOUGLAS BARTELL
Director
- CRD
- #5860824
Showing 2 of 78 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,500,914,826 | $358,906 |
| Non-Discretionary | $0 | -- |
| Total | $34,500,914,826 | $358,906 |
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Separately Managed Accounts
SMA allocation detail is available
Stancorp Investment Advisers, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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