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STILES FINANCIAL SERVICES, INC.

EDINA, MN · CRD 117023 · IAPD ↗ · 952-988-0452

$548.7MRegulatory AUM
8Advisory reps
12Employees
15Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — STILES FINANCIAL SERVICES, INC. crossed $500M in regulatory AUM ($439.3M -> $548.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
December 2025 — STILES FINANCIAL SERVICES, INC. grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
April 2024 — STILES FINANCIAL SERVICES, INC. reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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