Insights

Growing Asset Base Sterling Investment Advisors manages a revenue range of 10 to 25 million dollars, indicating a substantial client portfolio with potential for additional service improvements and product offerings tailored to high-net-worth individuals and corporate clients.

Recent Portfolio Expansion The firm has recently invested in diverse asset classes including innovative tech companies like Aurora Innovation and medical firms like Xtant Medical, suggesting an appetite for emerging sectors, which can be a focal point for offering specialized investment solutions or strategic partnerships.

Tech Stack Sophistication Utilizing modern web technologies such as jQuery, PHP, and content delivery networks like jsDelivr positions Sterling as a digitally savvy firm, indicating opportunities to cross-sell advanced fintech tools, data analytics solutions, or digital asset management platforms.

Niche Market Focus With a relatively small team of up to 50 employees, Sterling presents an opportunity to introduce scalable, efficient financial planning and CRM solutions designed for mid-sized advisory firms seeking to expand without large overheads.

Competitive Positioning Operating alongside major firms like Fidelity, Morgan Stanley, and Charles Schwab, Sterling can leverage its personalized advisory approach to attract clients looking for tailored wealth management, serving as a potential gateway for boutique financial technology integrations.

Sterling Investment Advisors, Ltd. Tech Stack

Sterling Investment Advisors, Ltd. uses 8 technology products and services including cdnjs, jsDelivr, Font Awesome, and more. Explore Sterling Investment Advisors, Ltd.'s tech stack below.

  • cdnjs
    Content Delivery Network
  • jsDelivr
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • Lightbox
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages

Sterling Investment Advisors, Ltd.'s Email Address Formats

Sterling Investment Advisors, Ltd. uses at least 1 format(s):
Sterling Investment Advisors, Ltd. Email FormatsExamplePercentage
LastF@sterling-advisors.comDoeJ@sterling-advisors.com
56%
FirstL@sterling-advisors.comJohnD@sterling-advisors.com
25%
Last@sterling-advisors.comDoe@sterling-advisors.com
13%
FLast@sterling-advisors.comJDoe@sterling-advisors.com
6%

Frequently Asked Questions

Where is Sterling Investment Advisors, Ltd.'s headquarters located?

Minus sign iconPlus sign icon
Sterling Investment Advisors, Ltd.'s main headquarters is located at 1055 Westlakes Drive Suite 150 Berwyn, Pennsylvania 19312 United States. The company has employees across 1 continents, including North America.

What is Sterling Investment Advisors, Ltd.'s phone number?

Minus sign iconPlus sign icon
You can contact Sterling Investment Advisors, Ltd.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sterling Investment Advisors, Ltd.'s official website and social media links?

Minus sign iconPlus sign icon
Sterling Investment Advisors, Ltd.'s official website is sterling-advisors.com and has social profiles on LinkedIn.

What is Sterling Investment Advisors, Ltd.'s NAICS code?

Minus sign iconPlus sign icon
Sterling Investment Advisors, Ltd.'s NAICS code is 52 - Finance and Insurance.

How many employees does Sterling Investment Advisors, Ltd. have currently?

Minus sign iconPlus sign icon
As of May 2026, Sterling Investment Advisors, Ltd. has approximately 14 employees across 1 continents, including North America. Key team members include Chief Compliance Officer And Business Manager: C. W.Chief Compliance Officer: M. S.President And Founder: T. F.. Explore Sterling Investment Advisors, Ltd.'s employee directory with LeadIQ.

What industry does Sterling Investment Advisors, Ltd. belong to?

Minus sign iconPlus sign icon
Sterling Investment Advisors, Ltd. operates in the Financial Services industry.

What technology does Sterling Investment Advisors, Ltd. use?

Minus sign iconPlus sign icon
Sterling Investment Advisors, Ltd.'s tech stack includes cdnjsjsDelivrFont AwesomeLightboxModernizrUnderscore.jsjQueryPHP.

What is Sterling Investment Advisors, Ltd.'s email format?

Minus sign iconPlus sign icon
Sterling Investment Advisors, Ltd.'s email format typically follows the pattern of LastF@sterling-advisors.com. Find more Sterling Investment Advisors, Ltd. email formats with LeadIQ.

When was Sterling Investment Advisors, Ltd. founded?

Minus sign iconPlus sign icon
Sterling Investment Advisors, Ltd. was founded in 2000.

Sterling Investment Advisors, Ltd.

Financial ServicesPennsylvania, United States11-50 Employees

Sterling Investment Advisors, Ltd. is a SEC registered investment advisory firm based in Berwyn, PA. Sterling offers wealth management and advisory services to individual and corporate clients. 

At Sterling, we provide our clients with a personal financial planning experience.  Our unique investment philosophy allows our clients to pursue and achieve their financial dreams

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Sterling Investment Advisors, Ltd. [“SIA”]), or any non-investment related content, made reference to directly or indirectly in this social media page will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from SIA. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. SIA is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the SIA’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.sterling-advisors.com.

Section iconCompany Overview

Headquarters
1055 Westlakes Drive Suite 150 Berwyn, Pennsylvania 19312 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Sterling Investment Advisors, Ltd.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Sterling Investment Advisors, Ltd.'s revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.