STERLING INVESTMENT ADVISORS LTD.
CRD #140710 SEC #801-66769 BERWYN, PA 610-560-0400
SEC Registered
Total AUM
$961.4M
Discretionary
$961.4M
Employees
8
Clients
101
Accounts
1,514
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $961.4M | $961.4M | $0 | 8 | 2 |
| Apr 2025 | $961.4M | $961.4M | $0 | 8 | 2 |
| Mar 2025 | $961.4M | $961.4M | $0 | 8 | 2 |
| Mar 2025 | $961.4M | $961.4M | $0 | 8 | 2 |
| Jan 2025 | $745.8M | $745.8M | $0 | 9 | 21 |
| Mar 2024 | $745.8M | $745.8M | $0 | 9 | 21 |
| Nov 2023 | $618.7M | $618.7M | $0 | 8 | 3 |
| Mar 2023 | $618.7M | $618.7M | $0 | 8 | 3 |
| Mar 2023 | $618.7M | $618.7M | $0 | 8 | 3 |
| Nov 2022 | $688.1M | $688.1M | $0 | 8 | 1 |
| Nov 2022 | $688.1M | $688.1M | $0 | 8 | 1 |
| Jul 2022 | $688.1M | $688.1M | $0 | 8 | 1 |
| Apr 2022 | $688.1M | $688.1M | $0 | 8 | 1 |
| Mar 2022 | $688.1M | $688.1M | $0 | 8 | 1 |
| Nov 2021 | $551.5M | $551.5M | $0 | 7 | 1 |
| Apr 2021 | $551.5M | $551.5M | $0 | 7 | 1 |
| Mar 2021 | $551.5M | $551.5M | $0 | 7 | 1 |
| Nov 2020 | $445.6M | $445.6M | $0 | 8 | 1 |
| Nov 2020 | $445.6M | $445.6M | $0 | 8 | 1 |
| Sep 2020 | $445.6M | $445.6M | $0 | 8 | 1 |
| Jul 2020 | $445.6M | $445.6M | $0 | 8 | 1 |
| Jun 2020 | $445.6M | $445.6M | $0 | 8 | 1 |
| Mar 2020 | $445.6M | $445.6M | $0 | 8 | 1 |
| Dec 2019 | $348.1M | $348.1M | $0 | 6 | 0 |
| Oct 2019 | $348.1M | $348.1M | $0 | 6 | 0 |
| Mar 2019 | $348.1M | $348.1M | $0 | 6 | 0 |
| Mar 2018 | $344.3M | $344.3M | $0 | 7 | 6 |
| Oct 2017 | $282.7M | $278.3M | $4.4M | 8 | 391 |
| Sep 2017 | $282.7M | $278.3M | $4.4M | 8 | 800 |
| Mar 2017 | $282.7M | $278.3M | $4.4M | 8 | 800 |
| Mar 2016 | $234.2M | $227M | $7.2M | 6 | 200 |
| Sep 2015 | $224.7M | $220.8M | $3.9M | 10 | 200 |
| Feb 2015 | $340.5M | $207.3M | $133.3M | 10 | 200 |
| Oct 2014 | $207.2M | $177.9M | $29.3M | 10 | 200 |
| Mar 2014 | $207.2M | $177.9M | $29.3M | 10 | 200 |
| Feb 2013 | $162M | $162M | $0 | 9 | 300 |
| Nov 2012 | $131M | $131M | $0 | 9 | 177 |
| Mar 2012 | $131M | $131M | $0 | 6 | 177 |
| Aug 2011 | $139.1M | $139.1M | $0 | 10 | -- |
| May 2011 | $139.1M | $139.1M | $0 | 10 | -- |
| May 2011 | $139.1M | $139.1M | $0 | 10 | -- |
| Mar 2011 | $139.1M | $0 | $139.1M | 10 | -- |
| Mar 2010 | $126.5M | $126.5M | $0 | 5 | -- |
| Feb 2008 | $115.9M | $115.9M | $0 | 10 | -- |
| Mar 2007 | $112.1M | $112.1M | $0 | 10 | -- |
DateNov 2025
Total AUM$961.4M
Discretionary$961.4M
Non-Disc.$0
Employees8
Clients2
DateApr 2025
Total AUM$961.4M
Discretionary$961.4M
Non-Disc.$0
Employees8
Clients2
DateMar 2025
Total AUM$961.4M
Discretionary$961.4M
Non-Disc.$0
Employees8
Clients2
DateMar 2025
Total AUM$961.4M
Discretionary$961.4M
Non-Disc.$0
Employees8
Clients2
DateJan 2025
Total AUM$745.8M
Discretionary$745.8M
Non-Disc.$0
Employees9
Clients21
DateMar 2024
Total AUM$745.8M
Discretionary$745.8M
Non-Disc.$0
Employees9
Clients21
DateNov 2023
Total AUM$618.7M
Discretionary$618.7M
Non-Disc.$0
Employees8
Clients3
DateMar 2023
Total AUM$618.7M
Discretionary$618.7M
Non-Disc.$0
Employees8
Clients3
DateMar 2023
Total AUM$618.7M
Discretionary$618.7M
Non-Disc.$0
Employees8
Clients3
DateNov 2022
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees8
Clients1
DateNov 2022
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees8
Clients1
DateJul 2022
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees8
Clients1
DateApr 2022
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees8
Clients1
DateMar 2022
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees8
Clients1
DateNov 2021
Total AUM$551.5M
Discretionary$551.5M
Non-Disc.$0
Employees7
Clients1
DateApr 2021
Total AUM$551.5M
Discretionary$551.5M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$551.5M
Discretionary$551.5M
Non-Disc.$0
Employees7
Clients1
DateNov 2020
Total AUM$445.6M
Discretionary$445.6M
Non-Disc.$0
Employees8
Clients1
DateNov 2020
Total AUM$445.6M
Discretionary$445.6M
Non-Disc.$0
Employees8
Clients1
DateSep 2020
Total AUM$445.6M
Discretionary$445.6M
Non-Disc.$0
Employees8
Clients1
DateJul 2020
Total AUM$445.6M
Discretionary$445.6M
Non-Disc.$0
Employees8
Clients1
DateJun 2020
Total AUM$445.6M
Discretionary$445.6M
Non-Disc.$0
Employees8
Clients1
DateMar 2020
Total AUM$445.6M
Discretionary$445.6M
Non-Disc.$0
Employees8
Clients1
DateDec 2019
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$344.3M
Discretionary$344.3M
Non-Disc.$0
Employees7
Clients6
DateOct 2017
Total AUM$282.7M
Discretionary$278.3M
Non-Disc.$4.4M
Employees8
Clients391
DateSep 2017
Total AUM$282.7M
Discretionary$278.3M
Non-Disc.$4.4M
Employees8
Clients800
DateMar 2017
Total AUM$282.7M
Discretionary$278.3M
Non-Disc.$4.4M
Employees8
Clients800
DateMar 2016
Total AUM$234.2M
Discretionary$227M
Non-Disc.$7.2M
Employees6
Clients200
DateSep 2015
Total AUM$224.7M
Discretionary$220.8M
Non-Disc.$3.9M
Employees10
Clients200
DateFeb 2015
Total AUM$340.5M
Discretionary$207.3M
Non-Disc.$133.3M
Employees10
Clients200
DateOct 2014
Total AUM$207.2M
Discretionary$177.9M
Non-Disc.$29.3M
Employees10
Clients200
DateMar 2014
Total AUM$207.2M
Discretionary$177.9M
Non-Disc.$29.3M
Employees10
Clients200
DateFeb 2013
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees9
Clients300
DateNov 2012
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees9
Clients177
DateMar 2012
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees6
Clients177
DateAug 2011
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$139.1M
Discretionary$0
Non-Disc.$139.1M
Employees10
Clients--
DateMar 2010
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees10
Clients--