# Sterling Investment Advisors

Sterling Investment Advisors is a RIA based in Greenwich, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Greenwich, United States
- **Region:** North America
- **Address:** 1055 Westlakes Dr, Suite 150, Berwyn, PA 19312, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** sterling-advisors.com

## About

Sterling Investment Holdings is an SEC-registered investment adviser in Greenwich, CT, registered since 2012. The firm manages approximately $3.9 billion in assets. It has 24 employees and 17 investment advisers.

## Questions

### What services does Sterling Investment Advisors offer?

Sterling provides financial planning and investment advisory services to both individuals and corporations. For individuals, it combines financial planning with investment analysis to create a roadmap toward goals like retirement and education funding. For corporate clients, it offers retirement plan consulting aimed at improving employee investment outcomes, reducing plan costs, and minimizing administrative burdens.

### How does Sterling select investments for client accounts?

Sterling states it maintains total independence in the selection of investment vehicles. This means it is not tied to any proprietary fund family or platform, allowing the firm to construct portfolios that are customized to the specific needs and goals of each individual or corporate account.

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Last updated: 2026-06-03T20:00:00.000Z

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