Investment adviser · CRD 117023

STILES FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

STILES FINANCIAL SERVICES INCORPORATED

EDINA, MN, United States · Form ADV filed Mar 23, 2026

Regulatory AUM
$549M
Form ADV · Item 5.F
Client accounts
793
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals104$432,968,88878.9%
Individuals142$50,342,2229.2%
Retirement plans11$40,188,3207.3%
Corporations & businesses1$24,190,3724.4%
Charities3$1,058,7250.2%
Filing source

Form ADV 2071864 · Mar 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

7505 METRO BLVD, SUITE 510
EDINA, MN, 55439, United States

CRD 117023

Filing source

Form ADV 2071864 · Mar 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.