CRD: 140710
Sterling Investment Advisors Ltd.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-31-2006
- Office Locations
- 1
Office Locations
About Sterling Investment Advisors Ltd.
Sterling Investment Advisors (Berwyn, PA) provides integrated financial planning and investment analysis for individuals, plus corporate retirement-plan consulting to improve participant outcomes and reduce plan costs. The firm emphasizes long-term client relationships and responsible investing, and primarily custodians with Charles Schwab.
Reported data analysis
What the numbers show
Between November 6, 2025 and March 21, 2026, reported AUM increased 11.9%, from $961.4M to $1.1B.
Across 5 reported observations, AUM increased 56.4% between November 14, 2022 and March 21, 2026, from $688.1M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 462 clients, or 66 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Sterling Investment Advisors Ltd.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Sterling Investment Advisors Ltd. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY EDWARD FLATLEY
President
- CRD
- #1171110
- Ownership
- 75% or more
SEAN MICHAEL FLATLEY
TREASURER
- CRD
- #4118232
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
Unlock allContacts
Conor Joseph Bradley
--
- CRD
- #7621297
MATTHEW PAUL CROLEY
Director of Operations
- CRD
- #4504182
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,075,820,676 | $667,797 |
| Non-Discretionary | $0 | -- |
| Total | $1,075,820,676 | $667,797 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Sterling Investment Advisors Ltd. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Sterling Investment Advisors Ltd.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.