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- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2002
- Office Locations
- 1
Office Locations
About Stiles Financial Services, Inc.
Stiles Financial Services, Inc. (Edina, MN) provides private wealth management, 401(k) plan consulting, and institutional portfolio services for individuals, business owners, and retirement plans. Portfolios commonly use ETFs and diversified asset allocation with fixed income exposures as appropriate, primarily custodied at Fidelity/NFS. Recognized by Newsweek as a 5-star Top Financial Advisory Firm for 2026, two years in a row.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Services
Technology
Owner & Executives
SUSAN MARTA STILES
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #2278334
- Ownership
- 75% or more
MARK ROBERT GIERACH
Portfolio Manager
- CRD
- #3116480
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Bradford Trusler Aylin
Private Wealth Manager
- CRD
- #7476230
Rachel Katherine Engel
Corporate Business Development
- CRD
- #7115308
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $547,871,643 | $700,603 |
| Non-Discretionary | $876,884 | $79,717 |
| Total | $548,748,527 | $691,991 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal 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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