CRD: 140710
Sterling Investment Advisors Ltd.
$1.1B Total AUM
$1.1B Disc. AUM
14.3% 3Y CAGR
7 Employees
462 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-31-2006
- Office Locations
- 1
Office Locations
1055 Westlakes Drive Suite 150 Berwyn PA
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.
Team overview
47 AVG AGE
$153.7M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
14.1 yrs AVG TENURE
7 Employees
7 Advisory Reps
6 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
TIMOTHY EDWARD FLATLEY
President
- CRD
- #1171110
- Ownership
- 75% or more
Available
Available
Available
SEAN MICHAEL FLATLEY
TREASURER
- CRD
- #4118232
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 3 owners & executives
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MATTHEW PAUL CROLEY
--
- CRD
- #4504182
Available
Available
Available
G
Gabriel Michael Fairorth
Operations Analyst
- CRD
- #7468189
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,075,820,676 | $667,797 |
| Non-Discretionary | $0 | -- |
| Total | $1,075,820,676 | $667,797 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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