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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-29-2023
- Office Locations
- 1
Office Locations
About Stone Ridge Advisors
Stone Ridge Advisors is an independent, fiduciary RIA led by founder Mark Stern, focused on creative professionals and entrepreneurs with variable income. The firm delivers planning-led wealth management through its Creative Wealth Blueprint, including business owner retirement plans plus tax and estate planning. Tech-forward and built for remote clients, with tools like Asset-Map and a financial wellness check; client access includes Schwab login.
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Owner & Executives
MARK STERN
Chief Compliance Officer, Founder, Principal
- CRD
- #2382975
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,253,180 | $1,394,353 |
| Non-Discretionary | $0 | -- |
| Total | $36,253,180 | $1,394,353 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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