RIA Intel›Advisers›Vermont›STERLING RANGE FINANCIAL MANAGEMENT, LLC

STERLING RANGE FINANCIAL MANAGEMENT, LLC

Advisory

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in VT

#42

of 52 advisers by AUM

Average account

$694K

across 142 accounts

AUM per adviser

$99M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$99M

Discretionary %

100%

Clients

42

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$99M

Discretionary AUM$99M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, VT

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.

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Owners & Officers

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

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Client Demographics

42 clients

32 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in VT

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

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+2.9% 1Y

MILNE FINANCIAL PLANNING, INC.

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QUANTUM LEAP CAPITAL, LLC

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