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STILES FINANCIAL SERVICES, INC.
Legal name: STILES FINANCIAL SERVICES INCORPORATED
CRD 117023File 801-110176
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$548.7M
Above cohort median (national)
Discretionary AUM
$547.9M
Non-discretionary $877K
Clients
261
793 accounts
Employees
12
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 22, 2017
- Principal office
- 7505 METRO BLVD, SUITE 510, EDINA, MN, 55439
- Phone
- 952-988-0452
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $548.7M
- Discretionary AUM
- $547.9M
- Non-discretionary AUM
- $877K
- Discretionary accounts
- 782
- Non-discretionary accounts
- 11
- Total accounts
- 793
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $24.2M |
| Charitable organizations | 3 | $1.1M |
| High net worth individuals | 104 | $433.0M |
| Pension and profit sharing plans | 11 | $40.2M |
| Individuals (other than high net worth individuals) | 142 | $50.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 250 | 261 | increased by11 |
| Apr 1, 2026 | AUM | $439,250,499 | $548,748,527 | increased by$109,498,028 |
| Apr 1, 2026 | Accounts | 729 | 793 | increased by64 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 12 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 192 | 250 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $339,527,370 | $439,250,499 | increased by$99,723,129 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 197 | 729 | increased by532 |
| Apr 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2022 | Clients | 222 | 192 | decreased by30 |
| Apr 1, 2022 | AUM | $206,599,169 | $339,527,370 | increased by$132,928,201 |
| Apr 1, 2022 | Accounts | 425 | 197 | decreased by228 |
| Dec 1, 2021 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STILES FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STILES FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.