RIA Intel›Advisers›New York›STERLING ADVISORY SERVICES, LLC

STERLING ADVISORY SERVICES, LLC

Advisory

NY

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in NY

#5,527

of 5,722 advisers by AUM

Average account

$159K

across 15 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

ADVANCED PORTFOLIO SERVICES LLC

SAINT JAMES, NY

$2M

CENADOR FINANCIAL ADVISERS LLC

$2M

COBURN VENTURES, LLC

PLEASANTVILLE, NY

$2M

OLYMPIAN CAPITAL GROWTH MANAGEMENT, LLC

$2M

LAMBENT ASSET MANAGEMENT, LLC

$2M

SOUTHRIDGE WEALTH MANAGEMENT LLC

$2M

Get the full picture on STERLING ADVISORY SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track STERLING ADVISORY SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans