RIA Intel›Advisers›Massachusetts›STERN, MICHAEL WARREN

STERN, MICHAEL WARREN

Advisory

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in MA

#1,325

of 1,590 advisers by AUM

Average account

$242K

across 99 accounts

AUM per adviser

$24M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$24M

Discretionary %

0%

Clients

41

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$24M

Discretionary AUM$0

Non-Discretionary AUM$24M

Discretionary %0%

Total Clients41

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

Succession Risk

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

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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

41 clients

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

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Advisers of similar size in MA

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

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-17.4% 1Y

CLEAR VIEW WEALTH ADVISORS, LLC

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LEBED ASSET MANAGEMENT LLC

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SLATE PEAK FINANCIAL SERVICES, LLC

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