Sterling Investment Counsel, LLC

Sterling Investment Counsel, LLC (CRD# 282624) is a financial advisory firm headquartered in Buffalo, NY. They manage $204,000,000 in 967 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    967
    ACCOUNTS
  • Average Account Value
    $210,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, FL, MD, NY, OH, PA, TN, TX, VA

Financial Advisors at Sterling Investment Counsel, LLC
No Advisor Found.
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