← Tributary

STERLING INVESTMENT ADVISORS LTD.

BERWYN, PA · CRD 140710 · IAPD ↗ · 610-560-0400

$1.08BRegulatory AUM
7Advisory reps
7Employees
20Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — STERLING INVESTMENT ADVISORS LTD. crossed $1B in regulatory AUM ($961.4M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — STERLING INVESTMENT ADVISORS LTD. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — STERLING INVESTMENT ADVISORS LTD. reported RAUM up 29% ($745.8M -> $961.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — STERLING INVESTMENT ADVISORS LTD. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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