Stearns Financial Group

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Trust Score 98%
Trust Score  info_outline

Stearns Financial Group, federally registered in 1991, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 15 advisors. Stearns Financial Group manages $1.3 billion and provides investment advisory services for 633 clients (1:43 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Sherry Blankenbeckler Mckinney
Avg Advisor Trust Score 96
Avg Advisor Years Registered 4
Minimum Investment $1,000,000
Average Client Balance $2,070,000
Total AUM $1.3 billion
Advisor / Client Ratio 1:43
Headquarters Greensboro, NC
SEC Filings Forms and Brochures    (CRD # 106298)
State(s) Registered CA, CO, FL, GA, LA, MD, NY, NC, PA, SC, TN, TX, VA

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