STOLPER & CO., INC.
SEC RegisteredSince our founding in 1975, our business premise has been simple.
About the firm
Stolper & Company, founded in 1975 by Michael Stolper, provides investment advisory services to high net worth individuals, retirement plans, endowments, and foundations. The firm focuses on clarity and simplicity, helping clients craft durable investment solutions that are in harmony with their financial and temperamental requirements. Their methods are designed for families and foundations, not modified from a pension fund platform.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial investment services including crafting and implementing investment plans, financial planning, and turnkey consulting services for nonprofits covering goal definition, investment policy development, asset allocation recommendations, investment manager selection and interviews, performance measurement, and investment review coordination.
Who they serve
High net worth individuals, retirement plans, endowments, foundations, and nonprofit organizations throughout the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 16 | $8.0M |
| High Net Worth Individuals | 44 | $414M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 1 | $959k |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5M (equity and balanced) | 0.70% |
| Above $5M (equity and balanced) | 0.35% |
Data as of January 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STOLPER & CO., 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.