SourcingSourcing

STERLING INVESTMENT ADVISORS LTD.

B51
CRD 140710·SEC 801-66769·BERWYN, PA
AUM
$1.08B
$1B+
Est. Revenue
$10.8M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STERLING INVESTMENT ADVISORS LTD.
CRD
140710
SEC file #
801-66769
EIN
233034280
DBA names
—

Economics

AUM
$1.08B
AUM band
$1B+
AUM trajectory
'20'26
$348.1M → $1.08B▲ +209%
Client mix
Individuals Other242
Individuals High Net Worth194
Corporations6

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
BERWYN PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/21/2026
ADV-W filed at
—
Website
linkedin.com/in/matthew-croley-09345315b(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FLATLEY, TIMOTHY, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
FLATLEY, TIMOTHY, EDWARD
FLATLEY, SEAN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sterling.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Participants
9
Form 5500 Total Compensation
251,466
Form 5500 Compensation Trajectory 3y
2025251,466
20240
Form 5500 Plan Count Trajectory 3y
20257
20241
Schedule C Total Compensation
251,466
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0001701132
Edgar Registered
Yes
Edgar Filing Count
40
Edgar First Filing Date
2017-05-12
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001701132-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1055 WESTLAKES DRIVESUITE 150BERWYN, PA 19312
Business
1055 WESTLAKES DRIVESUITE 150BERWYN, PA 19312
Edgar EIN
233034280
Edgar Recent Filings
13F-HR2026-05-04 · 0001701132-26-000002
13F-HR2026-02-09 · 0001701132-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1171110
Trust Company Affiliate
No

People (7)

7
FLATLEY, TIMOTHY, EDWARD
IAR · Direct Owner · 87.5%
1171110
FLATLEY, SEAN, MICHAEL
IAR · Direct Owner · 7.5%
4118232
WHETSTONE, CATHERINE, MARY
Executive Officer · 2.5%
7295172
MATTHEW PAUL CROLEY
IAR
4504182
Gabriel Michael Fairorth
IAR
7468189
BRAY ANDREW HANSEL
IAR
5922166
DAVID SCOTT NEWCOMB
IAR
2671317