RIA Intel›Advisers›New Jersey›STERLING FINANCIAL MANAGEMENT, INC.

STERLING FINANCIAL MANAGEMENT, INC.

Advisory

NJ

Data as of Aug 28, 2025 · Source: SEC Form ADV

Average account
$711K
across 10 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 28, 2025.

Total AUM
$7M
Discretionary %
0%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$0
Non-Discretionary AUM$7M
Discretionary %0%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndMay
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

POTKUL CAPITAL MANAGEMENT, LLC
PARSIPPANY, NJ
$7M
0.0% 1Y
NEW YORK LIFE TRUST COMPANY, FSB
PARSIPPANY, NJ
$7M
+73.3% 1Y
LIBERTY GATEWAY ASSET MANAGEMENT CO.
JERSEY CITY, NJ
$7M
-85.9% 1Y
SOLOMON INVESTMENT GROUP, INC.
$7M
LAKEWEALTH CAPITAL, LLC.
$7M
QUANTUM LEGACY CAPITAL MANAGEMENT LLC
NORTHFIELD, NJ
$7M
+20.2% 1Y

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