Sterling Capital Management LLC

Sterling Capital Management LLC (CRD# 135405) is a financial advisory firm headquartered in Charlotte, NC. They manage $51,602,649,461 in 3,851 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    51,603
    MILLION
  • Total Number of Accounts
    3,851
    ACCOUNTS
  • Average Account Value
    $13,399,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Sterling Capital Management LLC
Showing 1 - 10 of 41 top financial advisors.
1
Eduardo Brea
CRD#: 1940304
4350 Congress Street, Suite 1000, Charlotte, NC 28209
96
Wealthminder
score

Eduardo Brea (CRD# 1940304) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 22 years of experience in the finance industry.

2
Charles T. Clapp
CRD#: 2665524
4350 Congress Street, Suite 525, Charlotte, NC 28209
96
Wealthminder
score

Charles Clapp (CRD# 2665524) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 22 years of experience in the finance industry.

3
Andrew T. Dizio
CRD#: 4672271
150 South Warner Road, Suite 460-a, King Of Prussia, PA 19406
96
Wealthminder
score

Andrew Dizio (CRD# 4672271) is an Investment Advisor Representative working at Sterling Capital Management LLC in King Of Prussia, PA and has over 14 years of experience in the finance industry.

4
Donald M. Harris
CRD#: 2914525
750 17th Street Nw, Suite 450, Washington, DC 20006
96
Wealthminder
score

Donald Harris (CRD# 2914525) is an Investment Advisor Representative working at Sterling Capital Management LLC in Washington, DC and has over 20 years of experience in the finance industry.

5
Michael F. Kelleher
CRD#: 1796425
750 17th Street Nw, Suite 450, Washington, DC 20006
96
Wealthminder
score

Michael Kelleher (CRD# 1796425) is an Investment Advisor Representative working at Sterling Capital Management LLC in Washington, DC and has over 27 years of experience in the finance industry.

6
Farley C. Shiner
CRD#: 1976916
901 E. Byrd Street, Suite 230, Richmond, VA 23219
96
Wealthminder
score

Farley Shiner (CRD# 1976916) is an Investment Advisor Representative working at Sterling Capital Management LLC in Richmond, VA and has over 21 years of experience in the finance industry.

7
Gerald M. Van Horn
CRD#: 4568501
150 South Warner Road, Suite 460-a, King Of Prussia, PA 19406
96
Wealthminder
score

Gerald Van Horn (CRD# 4568501) is an Investment Advisor Representative working at Sterling Capital Management LLC in King Of Prussia, PA and has over 17 years of experience in the finance industry.

8
David B. Barrett
CRD#: 1018614
4350 Congress Street, Suite 1000, Charlotte, NC 28209
93
Wealthminder
score

David Barrett (CRD# 1018614) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

9
Christopher R. Best
CRD#: 5230933
4350 Congress Street, Suite 1000, Raleigh, NC
93
Wealthminder
score

Christopher Best (CRD# 5230933) is an Investment Advisor Representative working at Sterling Capital Management LLC in Raleigh, NC and has over 9 years of experience in the finance industry.

10
Lynne M. Cannon
CRD#: 1122002
150 S. Warner Road,, Suite 460a, King Of Prussia, PA 19406
93
Wealthminder
score

Lynne Cannon (CRD# 1122002) is an Investment Advisor Representative working at Sterling Capital Management LLC in King Of Prussia, PA and has over 34 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.