Stonebridge Wealth Management

What Stonebridge Wealth Management does

Stonebridge Wealth Management is a privately held registered investment advisor (RIA) founded in 2015 and headquartered in Berwyn, Pennsylvania. The firm provides investment management, financial planning, retirement planning, risk management, college planning, and foundations/donor-advised fund services to high-net-worth individuals and families, primarily in Pennsylvania and particularly those nearing or in retirement. The team is led by Partner John F. Satterfield, CFP®, with Chief Market Strategist Eric B. Parnell, CFA driving investment thought leadership, alongside Wealth Manager Robert Schmauk Sr., Financial Planner Robert S. Schmauk Jr., CFP®, and Wealth Advisor James Shoup, CFP®.

The firm's core technology stack is described as a customized solution supporting client communication, electronic document storage, and portfolio management workflows, though no proprietary AI or automation capabilities are disclosed. Investment management is executed through individual stocks and bonds, mutual funds, and ETFs, selected via independent third-party research and internal processes. Operations are delivered through a strategic affiliation with Great Valley Advisor Group (GVA), the registered investment advisor entity, and LPL Financial for broker-dealer and securities activities, with FINRA/SIPC regulatory memberships in place.

Stonebridge generates revenue through recurring investment management and advisory fees, typically structured as a percentage of assets under management. The firm reports $500MM in combined AUM and was ranked #1 on RIA Channel's List of Top 100 Wealth Managers in 2025. Its go-to-market is sales-led and relationship-based, supported by an Insights blog that publishes regular market commentary authored by the Chief Market Strategist and asset management team to drive top-of-funnel awareness.

Name

Stonebridge Wealth Management

Legal name

Stonebridge Wealth Management

Website

https://sbridgewealth.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Stonebridge Wealth Management is a Pennsylvania-based registered investment advisor serving high-net-worth individuals and families with investment management, financial planning, retirement, risk, college, and charitable planning services, operating under Great Valley Advisor Group and LPL Financial.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement planning services
• Estate planning services

Headquarters

HQ city

Berwyn

HQ country

Panama

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management & Advisory Fees: Revenue is generated through investment management and financial advisory fees. The firm is a registered investment advisor operating under Great Valley Advisor Group and also has registered representatives with LPL Financial who offer securities. Advisory services are provided on a fiduciary basis with fees typically based on assets under management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Stonebridge Wealth Management is a fiduciary Registered Investment Advisor that delivers personalized investment management, financial planning, retirement planning, risk management, college planning, and charitable giving/Donor-Advised Fund services to high-net-worth individuals and families. The firm combines CFP®-credentialed advisory staff with customized technology and serves as a partner within the Great Valley Advisor Group affiliation while using LPL Financial for custody and brokerage support.

Product overview

Stonebridge Wealth Management offers a comprehensive suite of financial advisory services centered on investment management and financial planning. The core offerings include Investment Management (utilizing stocks, bonds, mutual funds, and ETFs), Financial Planning, Retirement Planning, Risk Management, College Planning, and Foundations and Donor Advised Funds management. Services are delivered by a team of Certified Financial Planners and credentialed advisors who act as fiduciaries, providing goals-based planning tailored to individual client circumstances.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Personalized portfolio management for high-net-worth individuals and families, delivered on a fiduciary basis by CFP® professionals.
• Financial Planning Holistic financial planning for high-net-worth households, integrating investment, tax, retirement, risk, and estate considerations.
• Retirement Planning Retirement income, distribution, and lifestyle planning for individuals and families approaching or in retirement.
• Risk Management Household risk management including insurance review and coordination to protect client balance sheets.
• College Planning Education funding planning for families, including savings strategies and investment vehicles to fund college costs.
• Charitable Giving and Donor-Advised Funds Charitable giving strategy implementation, including the use of Donor-Advised Funds (DAFs) for high-net-worth families seeking tax-efficient philanthropy.

Quantifiable outcome

• $500MM in combined assets under management

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Great Valley Advisor GroupcoreStrategic or Co-development PartnerGreat Valley Advisor Group is a registered investment advisor that Stonebridge Wealth Management is affiliated with. Some Stonebridge professionals are investment advisor representatives of Great Valley Advisor Group, and the firm's investment advice is offered through this registered investment advisor.
• LPL FinancialcoreChannel Partner/ Reseller/ DistributorSecurities are offered through LPL Financial, member FINRA/SIPC. Some Stonebridge professionals are registered representatives with LPL Financial offering securities and investment advice through Great Valley Advisor Group.
• FINRA / SIPCcoreOthersRegulatory memberships for broker-dealer activities. FINRA (Financial Industry Regulatory Authority) is the self-regulatory organization for broker-dealers, and SIPC (Securities Investor Protection Corporation) provides protection for customer accounts.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Moneta Group: Fee-only RIA providing comprehensive wealth management, financial planning, and retirement services to HNW individuals, with a multi-advisor team model similar to Stonebridge's structure under GVA.
• Halbert Hargrove: Mid-sized fiduciary RIA focused on HNW individuals and families with goals-based financial planning, retirement, and charitable giving services — closely comparable in size, service mix, and HNW retirement-niche orientation.
• Homrich Berg: Mid-sized fee-only RIA serving HNW individuals and families with holistic financial planning, investment management, and retirement planning — closely comparable in scale and offering mix to Stonebridge.
• Great Valley Advisor Group: Stonebridge's parent RIA and operating platform; provides shared compliance, marketing (GVA Marketing), and back-office infrastructure. Directly comparable as a Pennsylvania-based RIA platform serving HNW clients with affiliated advisor offices.
• Sequoia Financial Group: Mid-market fiduciary wealth management firm providing comprehensive financial planning, investment management, and retirement planning to HNW clients — comparable size and service profile to Stonebridge.

Broad incumbents

• Carson Group: National RIA and broker-dealer platform supporting affiliated advisors serving HNW clients with holistic financial planning; directly comparable in business model as an IBD-affiliated RIA platform, though far larger.
• Mercer Advisors: National RIA offering comprehensive wealth management, retirement, and estate planning to HNW clients with a fiduciary model and goals-based planning approach — directly overlapping Stonebridge's positioning.
• Mariner Wealth Advisors: National RIA serving HNW and ultra-HNW clients with goals-based financial planning, retirement, and tax strategies. Operates at vastly larger scale but competes for the same HNW retirement-niche client and advisor talent pool as Stonebridge.
• Creative Planning: Large national RIA offering comprehensive wealth management, retirement, estate, and charitable planning to HNW individuals — closely overlapping Stonebridge's full-suite fiduciary service model.
• Edelman Financial Engines: Large national RIA with deep HNW retirement-planning focus and goals-based advisory model; competes for similar retirement-age HNW households and uses comparable credentialed-planner positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@GVA_RIA
• LinkedInlinkedin.com/company/www.sbridgewealth.com

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stonebridge Wealth Management