Stiles Financial Services

Susan Stiles founded the Edina, Minnesota–based registered investment adviser in 2000, staking the practice on hospitality rather than institutional scale.

Stiles Financial Services

Susan Stiles founded the Edina, Minnesota–based registered investment adviser in 2000, staking the practice on hospitality rather than institutional scale. The firm serves individuals, families, and corporations, using a client-intake process that the website describes as beginning over tea, chocolate truffles, or a glass of wine — a deliberate contrast to the questionnaire-driven onboarding of larger wealth managers. Stiles publishes a regular financial-advice column in local lifestyle magazines, and the firm invests in national media recognition, paying licensing fees to display its Newsweek and USA Today five-star rankings for 2026. Stiles Financial Services provides portfolio management and risk management, but its website frames strategy around retirement planning customized to each household’s personal circumstances. The firm publishes a weekly market-update video and newsletter, signaling an active-management posture for retail and high-net-worth clients. The website does not specify discrete asset-class allocations or named holdings; the marketing emphasizes the advisory relationship over transaction-level disclosure. Geographic focus appears concentrated in the Minneapolis–Saint Paul metro area, with content partnerships in Edina Lifestyle, Lake Minnetonka Lifestyle, and City Lakes Lifestyle magazines. Team size and total assets under advisement are not publicly reported. The firm operates from a single office in Edina, featuring an interior designed to evoke a luxurious residential experience — an office tour video is promoted on the homepage. In 2026, Stiles Financial Services received five-star rankings from both Newsweek and USA Today for the second consecutive year, a credential the firm highlights alongside its requirement to pay a fee for emblem usage. No adjacent philanthropic vehicles, operating businesses, or co-investment clubs are disclosed. Stiles occupies a narrow structural lane: a female-founded, lifestyle-branded RIA in a suburban market, competing on personalization rather than product breadth or institutional-grade infrastructure. The firm discloses no succession plan, no outside capital partners, and no fintech platform partnerships, leaving the practice architecturally dependent on its founder’s reputation and local magazine presence for new-client acquisition.

Website

stilesfinancial.com

linkedin.com/company/stilesfinancialservices

General information

Firm type

Registered Investment Adviser

Year founded

2000

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Edina

Corporate office

Edina, Minnesota, United States

Principals

Susan Stiles

Founder

Who runs investment decisions at Stiles Financial Services?

Founder Susan Stiles leads the firm and authors a regular financial-advice column carried by several Minneapolis-area lifestyle magazines. The website does not name additional investment-committee members or a separate CIO, suggesting Stiles herself is the primary decision-maker for client portfolios.

How does the firm source new clients?

Stiles Financial Services relies on local visibility — columns in Edina, Lake Minnetonka, and City Lakes lifestyle publications — plus national third-party rankings. The firm pays licensing fees to display its Newsweek and USA Today five-star badges, leveraging the credibility of those outlets to attract prospective families and individuals in Minnesota.

Does Stiles Financial Services disclose its assets under management or client count?

No. Neither the firm’s website nor its public regulatory filings surface a specific AUM figure or client count. The practice’s marketing emphasizes personal relationship depth over scale metrics, and the only quantifiable differentiator offered is the 2026 five-star ranking from two national publications.

What is the firm’s investment philosophy?

The firm describes an advice model that integrates financial variables — risk tolerance, time horizon, existing assets — with personal preferences such as family structure, travel habits, and leisure interests. Its public materials position retirement-income planning as the central service, supported by ongoing market commentary through a weekly video and newsletter.

Is Stiles Financial Services part of a larger platform or broker-dealer network?

There is no indication of a corporate parent, broker-dealer affiliation, or fintech platform relationship. The firm operates as an independent registered investment adviser based in Edina, Minnesota, with a physical office designed to reinforce a boutique, hospitality-oriented client experience.

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