Johnson Sterling, Inc.
SEC RegisteredWe Help Free People From Financial Worry
About the firm
Johnson Sterling is an independent fiduciary with $2.8 billion in assets under advisement, serving individuals and institutions throughout the US for 45 years. The firm envisions a world where every person can choose retirement, fearlessly, with clients' financial goals as the top priority.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment strategies for individuals and institutions, including corporate investment, retirement plans, and endowments and foundations, delivered as an independent fiduciary.
Who they serve
Individuals including young adults and students, mid-career investors, healthcare professionals, executives and business owners, college and university employees, and those nearing or in retirement; as well as institutions such as corporations, retirement plans, and endowments and foundations. 73% of client assets are in Higher Education and Health Sciences fields.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Johnson Sterling, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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