Insights

Acquisition Opportunity Sterling Financial Group has been acquired by Sequoia Financial Group, signaling potential alignment opportunities for cross selling of wealth management solutions, integration of back office technologies, and expansion strategies leveraging Sequoia’s platform and compliance framework.

Growth Readiness With nationwide wealth and investment management services and revenue in the lower end of the multi-million range, Sterling appears poised for scalable services that can be upsold to existing clients as the firm expands under new ownership.

Strategic Fit Target firms in similar growth corridors or adjacent advisory services could benefit from partnerships or joint offerings, leveraging Sterling’s Pasadena base and remote capabilities to extend geographic reach.

Tech Enablement Existing tech stack and data/analytics tools (Google Analytics, Tag Manager, Datadog, etc.) provide a foundation for deeper analytics, marketing automation, and client experience improvements that can be sold as modernization services to wealth advisory firms.

Market Positioning As a smaller independent advisory with national reach, Sterling represents an attractive mid-market target for enterprise broker-dealers or platform providers seeking to broaden footprint through acquisitions or partnerships that complement larger peers.

Similar companies to Sterling Financial Group, Inc.

Sterling Financial Group, Inc. Tech Stack

Sterling Financial Group, Inc. uses 8 technology products and services including Open Graph, ScrollReveal, Google Maps, and more. Explore Sterling Financial Group, Inc.'s tech stack below.

Open Graph
Content Management System
ScrollReveal
Javascript Libraries
Google Maps
Maps
Datadog
Real User Monitoring
Site24x7
Real User Monitoring
HSTS
Security
Google Tag Manager
Tag Management
Google Analytics
Web Analytics

Media & News

Sequoia Financial Group acquired Sterling Financial Group on Dec 2nd '25.
AKRON, Ohio, Dec. 2, 2025 /PRNewswire/ - Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today announced the acquisition of Sterling Financial Group, Inc. (Sterling Financial), an independent investment advisory firm based in Pasadena, Calif.
Dec 02, 2025 | www.prnewswire.com

Sterling Financial Group, Inc.'s Email Address Formats

Sterling Financial Group, Inc. uses at least 1 format(s):

Sterling Financial Group, Inc. Email Formats	Example	Percentage
FLast@sterlingfg.com	JDoe@sterlingfg.com	100%

Frequently Asked Questions

What is Sterling Financial Group, Inc.'s official website and social media links?

Sterling Financial Group, Inc.'s official website is sterlingfg.com and has social profiles on LinkedIn.

How much revenue does Sterling Financial Group, Inc. generate?

As of July 2026, Sterling Financial Group, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Sterling Financial Group, Inc.'s NAICS code?

Sterling Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Sterling Financial Group, Inc. have currently?

As of July 2026, Sterling Financial Group, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Partner: D. W.Owner: S. W.. Explore Sterling Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Sterling Financial Group, Inc. belong to?

Sterling Financial Group, Inc. operates in the Financial Services industry.

What technology does Sterling Financial Group, Inc. use?

Sterling Financial Group, Inc.'s tech stack includes Open GraphScrollRevealGoogle MapsDatadogSite24x7HSTSGoogle Tag ManagerGoogle Analytics.

What is Sterling Financial Group, Inc.'s email format?

Sterling Financial Group, Inc.'s email format typically follows the pattern of FLast@sterlingfg.com. Find more Sterling Financial Group, Inc. email formats with LeadIQ.

When was Sterling Financial Group, Inc. founded?

Sterling Financial Group, Inc. was founded in 2019.

Sterling Financial Group, Inc.

Q: What technology does Sterling Financial Group, Inc. use?

Sterling Financial Group, Inc.'s tech stack includes Amazon S3, Font Awesome, jsDelivr, Datadog, HSTS.

Q: What is Sterling Financial Group, Inc.'s NAICS code?

Sterling Financial Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Sterling Financial Group, Inc. is a financial advisory firm based in Pasadena, California, operating in the financial services industry. The firm offers financial planning and wealth and investment management services to clients across the nation. As a small, independent advisory practice, it focuses on providing objective guidance to its clients. In December 2025, Sterling Financial Group was acquired by Sequoia Financial Group, LLC, a larger, SEC-registered wealth manager. This acquisition places Sterling within a broader national platform while maintaining its Pasadena roots.