{
  "crd_number": 117023,
  "slug": "stiles-financial-services-inc-edina-mn-117023",
  "primary_business_name": "STILES FINANCIAL SERVICES, INC.",
  "legal_name": "STILES FINANCIAL SERVICES INCORPORATED",
  "dbas": [],
  "city": "Edina",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-03-22",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 548748527.0,
  "raum_discretionary": 547871643.0,
  "raum_non_discretionary": 876884.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1058725.0,
      "count": 3
    },
    "individuals": {
      "raum": 50342222.0,
      "count": 142
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 40188320.0,
      "count": 11
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 432968888.0,
      "count": 104
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 24190372.0,
      "count": 1
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IN",
    "MN",
    "NE",
    "TX"
  ],
  "websites": [
    "https://citylifestyle.com/businesses/stiles-financial-2691751",
    "https://facebook.com/StilesFinancialServicesInc",
    "https://instagram.com/stiles_financial",
    "https://linkedin.com/company/1463857",
    "https://linkedin.com/company/stiles-financial-services-inc.",
    "https://stilesfinancial.com",
    "https://youtube.com/@StilesFinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117023",
  "city_as_filed": "EDINA",
  "url": "https://advisorcensus.com/firm/stiles-financial-services-inc-edina-mn-117023",
  "display_name": "Stiles Financial Services, Inc.",
  "summary": "Stiles Financial Services, Inc. is an SEC-registered investment advisory firm in Edina, MN, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Stiles Financial Services, Inc. (CRD 117023): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Stiles Financial Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stiles Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "Where is Stiles Financial Services, Inc. located?",
      "a": "Stiles Financial Services, Inc.'s principal office is in Edina, MN, according to its Form ADV."
    },
    {
      "q": "Is Stiles Financial Services, Inc. registered with the SEC or a state?",
      "a": "Stiles Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 117023."
    },
    {
      "q": "How much does Stiles Financial Services, Inc. manage?",
      "a": "Stiles Financial Services, Inc. reports $548,748,527 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stiles Financial Services, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stiles Financial Services, Inc.: Regulatory assets under management: $206,599,169 in the October 2021 data and $548,748,527 in the October 2026 data, up 166%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stiles Financial Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (104); pension and profit sharing plans (but not the plan participants or government pension plans) (11)."
    },
    {
      "q": "Which custodians does Stiles Financial Services, Inc. use?",
      "a": "Stiles Financial Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stiles Financial Services, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117023"
    },
    {
      "q": "What changed in Stiles Financial Services, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $439,250,499 to $548,748,527 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 206599169.0,
      "total_employees": 8,
      "filing_date": "2021-08-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 339527370.0,
      "total_employees": 8,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 311597568.0,
      "total_employees": 11,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 369340457.0,
      "total_employees": 10,
      "filing_date": "2024-07-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 439250499.0,
      "total_employees": 9,
      "filing_date": "2025-05-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 548748527.0,
      "total_employees": 12,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $439,250,499 to $548,748,527 (+25%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 5 to 8."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/stiles-financial-services-inc-edina-mn-117023.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 142,
      "fewer_than_5": false,
      "raum": 50342222.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 104,
      "fewer_than_5": false,
      "raum": 432968888.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 40188320.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1058725.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 24190372.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117023",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}