STERLING FINANCIAL PLANNING INC
CRD #108664 SEC #801-56025 SPARTA, NJ 973-729-1234
SEC Registered
Total AUM
$671.9M
Discretionary
$428.8M
Employees
8
Clients
101
Accounts
1,602
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $671.9M | $428.8M | $243.1M | 8 | 8 |
| Mar 2024 | $623.2M | $405M | $218.2M | 8 | 5 |
| Nov 2023 | $549.1M | $358.6M | $190.5M | 6 | 5 |
| Mar 2023 | $549.1M | $358.6M | $190.5M | 6 | 5 |
| Nov 2022 | $621.7M | $376.3M | $245.4M | 7 | 6 |
| Mar 2022 | $621.7M | $376.3M | $245.4M | 7 | 6 |
| Nov 2021 | $540.2M | $188.5M | $351.7M | 7 | 6 |
| May 2021 | $540.2M | $188.5M | $351.7M | 7 | 6 |
| May 2021 | $540.2M | $188.5M | $351.7M | 7 | 6 |
| Mar 2021 | $540.2M | $188.5M | $351.7M | 7 | 6 |
| Mar 2021 | $540.2M | $188.5M | $351.7M | 7 | 6 |
| Oct 2020 | $468.6M | $151M | $317.6M | 8 | 8 |
| Jun 2020 | $468.6M | $151M | $317.6M | 8 | 8 |
| Mar 2020 | $468.6M | $151M | $317.6M | 8 | 8 |
| Oct 2019 | $422.1M | $122.7M | $299.5M | 9 | 8 |
| Feb 2019 | $422.1M | $122.7M | $299.5M | 9 | 8 |
| Jan 2019 | $436.8M | $109.6M | $327.2M | 9 | 9 |
| Oct 2018 | $436.8M | $109.6M | $327.2M | 9 | 9 |
| Mar 2018 | $436.8M | $109.6M | $327.2M | 9 | 9 |
| Jun 2017 | $408.4M | $85.6M | $322.8M | 9 | 400 |
| Mar 2017 | $408.4M | $85.6M | $322.8M | 9 | 400 |
| Jul 2016 | $378.9M | $40M | $338.8M | 9 | 400 |
| Mar 2016 | $378.9M | $40M | $338.8M | 9 | 400 |
| Mar 2015 | $380.4M | $5M | $375.4M | 9 | 400 |
| Mar 2014 | $356.7M | $2.9M | $353.8M | 8 | 400 |
| Feb 2014 | $356.7M | $2.9M | $353.8M | 8 | 400 |
| Mar 2013 | $319.8M | $0 | $319.8M | 8 | 400 |
| Mar 2012 | $289.9M | $0 | $289.9M | 11 | 400 |
| Mar 2012 | $289.9M | $0 | $289.9M | 11 | 400 |
| Mar 2009 | $203.2M | $0 | $203.2M | -- | -- |
| Mar 2007 | $219M | $0 | $219M | 10 | -- |
| Nov 2006 | $183.5M | $0 | $183.5M | 10 | -- |
| Mar 2006 | $183.5M | $0 | $183.5M | 10 | -- |
| Jun 2005 | $150.3M | $0 | $150.3M | 10 | -- |
| Jul 2004 | $105.5M | $0 | $105.5M | 10 | -- |
| Nov 2003 | $75.6M | $0 | $75.6M | 10 | -- |
| Nov 2001 | $61M | $0 | $61M | 10 | -- |
DateMar 2025
Total AUM$671.9M
Discretionary$428.8M
Non-Disc.$243.1M
Employees8
Clients8
DateMar 2024
Total AUM$623.2M
Discretionary$405M
Non-Disc.$218.2M
Employees8
Clients5
DateNov 2023
Total AUM$549.1M
Discretionary$358.6M
Non-Disc.$190.5M
Employees6
Clients5
DateMar 2023
Total AUM$549.1M
Discretionary$358.6M
Non-Disc.$190.5M
Employees6
Clients5
DateNov 2022
Total AUM$621.7M
Discretionary$376.3M
Non-Disc.$245.4M
Employees7
Clients6
DateMar 2022
Total AUM$621.7M
Discretionary$376.3M
Non-Disc.$245.4M
Employees7
Clients6
DateNov 2021
Total AUM$540.2M
Discretionary$188.5M
Non-Disc.$351.7M
Employees7
Clients6
DateMay 2021
Total AUM$540.2M
Discretionary$188.5M
Non-Disc.$351.7M
Employees7
Clients6
DateMay 2021
Total AUM$540.2M
Discretionary$188.5M
Non-Disc.$351.7M
Employees7
Clients6
DateMar 2021
Total AUM$540.2M
Discretionary$188.5M
Non-Disc.$351.7M
Employees7
Clients6
DateMar 2021
Total AUM$540.2M
Discretionary$188.5M
Non-Disc.$351.7M
Employees7
Clients6
DateOct 2020
Total AUM$468.6M
Discretionary$151M
Non-Disc.$317.6M
Employees8
Clients8
DateJun 2020
Total AUM$468.6M
Discretionary$151M
Non-Disc.$317.6M
Employees8
Clients8
DateMar 2020
Total AUM$468.6M
Discretionary$151M
Non-Disc.$317.6M
Employees8
Clients8
DateOct 2019
Total AUM$422.1M
Discretionary$122.7M
Non-Disc.$299.5M
Employees9
Clients8
DateFeb 2019
Total AUM$422.1M
Discretionary$122.7M
Non-Disc.$299.5M
Employees9
Clients8
DateJan 2019
Total AUM$436.8M
Discretionary$109.6M
Non-Disc.$327.2M
Employees9
Clients9
DateOct 2018
Total AUM$436.8M
Discretionary$109.6M
Non-Disc.$327.2M
Employees9
Clients9
DateMar 2018
Total AUM$436.8M
Discretionary$109.6M
Non-Disc.$327.2M
Employees9
Clients9
DateJun 2017
Total AUM$408.4M
Discretionary$85.6M
Non-Disc.$322.8M
Employees9
Clients400
DateMar 2017
Total AUM$408.4M
Discretionary$85.6M
Non-Disc.$322.8M
Employees9
Clients400
DateJul 2016
Total AUM$378.9M
Discretionary$40M
Non-Disc.$338.8M
Employees9
Clients400
DateMar 2016
Total AUM$378.9M
Discretionary$40M
Non-Disc.$338.8M
Employees9
Clients400
DateMar 2015
Total AUM$380.4M
Discretionary$5M
Non-Disc.$375.4M
Employees9
Clients400
DateMar 2014
Total AUM$356.7M
Discretionary$2.9M
Non-Disc.$353.8M
Employees8
Clients400
DateFeb 2014
Total AUM$356.7M
Discretionary$2.9M
Non-Disc.$353.8M
Employees8
Clients400
DateMar 2013
Total AUM$319.8M
Discretionary$0
Non-Disc.$319.8M
Employees8
Clients400
DateMar 2012
Total AUM$289.9M
Discretionary$0
Non-Disc.$289.9M
Employees11
Clients400
DateMar 2012
Total AUM$289.9M
Discretionary$0
Non-Disc.$289.9M
Employees11
Clients400
DateMar 2009
Total AUM$203.2M
Discretionary$0
Non-Disc.$203.2M
Employees--
Clients--
DateMar 2007
Total AUM$219M
Discretionary$0
Non-Disc.$219M
Employees10
Clients--
DateNov 2006
Total AUM$183.5M
Discretionary$0
Non-Disc.$183.5M
Employees10
Clients--
DateMar 2006
Total AUM$183.5M
Discretionary$0
Non-Disc.$183.5M
Employees10
Clients--
DateJun 2005
Total AUM$150.3M
Discretionary$0
Non-Disc.$150.3M
Employees10
Clients--
DateJul 2004
Total AUM$105.5M
Discretionary$0
Non-Disc.$105.5M
Employees10
Clients--
DateNov 2003
Total AUM$75.6M
Discretionary$0
Non-Disc.$75.6M
Employees10
Clients--
DateNov 2001
Total AUM$61M
Discretionary$0
Non-Disc.$61M
Employees10
Clients--