Data / Investment advisers / California / Sterling Retirement Group of Sacramento
Sterling Retirement Group of Sacramento, Roseville, CA: $253 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sterling Retirement Group of Sacramento is an SEC registered investment adviser with its main office in Roseville, California and reports $253 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Sterling Retirement Group of Sacramento (CRD number 168397): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 168397
- SEC file number
- 801-127819
- SEC status
- Approved, effective May 19, 2023
- Legal name
- Sterling Retirement Group of Sacramento Inc.
- Main office
- 300 Harding Blvd #115, Roseville, CA 95678
- Phone
- (916) 724-1702
- Regulatory AUM
- $253,000,000 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $235,000,000
- Non discretionary AUM
- $18,000,000
- Accounts
- 1,050
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 438 | $187 million |
| High net worth individuals | 65 | $48 million |
| Pension and profit sharing plans | 12 | $18 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $253 million | March 26, 2026 |
| December 1, 2025 | $177 million | May 7, 2025 |
Other advisers in Roseville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bulman Wealth Group | Roseville | $283 million | Not listed | adviserinfo.sec.gov |
| We Alliance Wealth Advisors, Inc. | Roseville | $233.1 million | Not listed | adviserinfo.sec.gov |
| Hansen & Associates Financial Group Inc. | Roseville | $202.4 million | Not listed | adviserinfo.sec.gov |
| Staines Financial, LLC | Roseville | $168.7 million | 2 | adviserinfo.sec.gov |
| Fc360 Wealth Management, Inc. | Roseville | $158.2 million | Not listed | adviserinfo.sec.gov |
| Dimensions Wealth Management, LLC | Roseville | $152.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Roseville, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Sterling Retirement Group of Sacramento on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.