STILLWATER CAPITAL ADVISORS, LLC

80 W. Lancaster Ave. Suite 230
Devon, Pennsylvania 19333
Tel: 610-848-6760

About STILLWATER CAPITAL ADVISORS, LLC

STILLWATER CAPITAL ADVISORS, LLC, formally registered with the SEC as STILLWATER CAPITAL ADVISORS, LLC. The firm was established in 04/20/2009. They have over 1 offices throughout the country.

STILLWATER CAPITAL ADVISORS, LLC is a Devon, Pennsylvania based Financial Planning firm with nearly $980,827,664 assets under management, offering retirement planning & investment advisory services to 1901 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149946
SEC#	801-70060
Assets Managed by Firm	$980,827,664
No. of Clients	1901
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1901	$980,827,664
Individuals (other than high net worth individuals)	284	$72,605,715
High net worth individuals	229	$873,143,770
Pension and profit sharing plans	Fewer than 5 clients	$2,234,117
Charitable organizations	10	$32,101,952
Corporations or other businesses	Fewer than 5 clients	$742,110

More Retirement Planning firms in Devon, 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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