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STONERIDGE PMG ADVISORS, LLC

RADNOR, PA · CRD 107662 · IAPD ↗ · srpmga.com · 484-254-5400

$774.2MRegulatory AUM
6Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
September 2026 — STONERIDGE PMG ADVISORS, LLC crossed $500M in regulatory AUM ($390.7M -> $774.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
62
September 2026 — STONERIDGE PMG ADVISORS, LLC grew from 2 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2025 — STONERIDGE PMG ADVISORS, LLC reported RAUM down 59% ($981.7M -> $403.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
August 2024 — STONERIDGE PMG ADVISORS, LLC shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.