STERLING INVESTMENT ADVISORS LTD.

1055 Westlakes Drive
Suite 150
Berwyn, Pennsylvania 19312
Tel: 610-560-0400

About STERLING INVESTMENT ADVISORS LTD.

STERLING INVESTMENT ADVISORS LTD, formally registered with the SEC as STERLING INVESTMENT ADVISORS LTD. The firm was established in 05/31/2006. They have over 2 offices throughout the country.

STERLING INVESTMENT ADVISORS LTD. is a Berwyn, Pennsylvania based Financial Planning firm with nearly $745,783,895 assets under management, offering retirement planning & investment advisory services to 1391 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140710
SEC#	801-66769
Assets Managed by Firm	$745,783,895
No. of Clients	1391
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1391	$745,783,895
Individuals (other than high net worth individuals)	227	$51,190,620
High net worth individuals	167	$678,199,551
Pension and profit sharing plans	Fewer than 5 clients	$1,039,298
Charitable organizations	Fewer than 5 clients	$11,645,392
Corporations or other businesses	Fewer than 5 clients	$3,709,034

More Retirement Planning firms in Berwyn, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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