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STERLING INVESTMENT PARTNERS ADVISERS, LLC

GREENWICH, CT · CRD 156946 · IAPD ↗ · 203-226-8711

$3.94BRegulatory AUM
17Advisory reps
24Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — STERLING INVESTMENT PARTNERS ADVISERS, LLC grew from 14 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2026 — STERLING INVESTMENT PARTNERS ADVISERS, LLC reported RAUM up 113% ($1.85B -> $3.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
June 2025 — STERLING INVESTMENT PARTNERS ADVISERS, LLC moved its main office from WESTPORT, CT to GREENWICH, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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