RIA Intel›Advisers›Minnesota›STILES FINANCIAL SERVICES INCORPORATED

STILES FINANCIAL SERVICES INCORPORATED

Advisory

N·EDINA, MN

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$549M
1-Year AUM Growth
0.0%
3-Year CAGR
+21.4%
Employees
8
Assets Under Management
Total AUM$549M
Discretionary AUM$548M
Non-Discretionary AUM$877K
Discretionary %99.8%
Total Clients250
Team
Total Employees8
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingMar 9, 2017
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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