A complete list of active advisors currently associated with Stonebridge Financial Group

Warmer can help you find a great advisor at Stonebridge Financial Group or one who fits your needs even better.

Stonebridge Financial Group provides investment management, financial consulting, and retirement plan advisory services to individuals, families, business owners, trusts, estates, charitable organizations, broker-dealers, and other business entities. As of April 17, 2026, the firm managed about $895.995 million on a discretionary basis across roughly 937 client relationships and also serves certain brokerage customers under written advisory agreements. The firm typically manages portfolios on a discretionary basis using a broad mix of securities — including stocks, bonds, mutual funds, ETFs, REITs, structured notes, and options — and may engage independent sub-advisors or third‑party management programs (including those available through Charles Schwab) to implement strategies. Stonebridge’s analytical toolkit combines quantitative and qualitative analysis, modern portfolio theory and charting, and it may recommend alternative or illiquid investments for clients where appropriate, with disclosures about the additional risks those products entail. Stonebridge’s brochure discloses several features that distinguish its operating model from many peers: several investment adviser representatives are dually registered as registered representatives of Simplicity (a broker‑dealer) and some are licensed to sell insurance, so the firm can offer both advisory services and commission‑based brokerage or insurance products and notes the attendant potential conflicts of interest. The firm also highlights its use of Schwab custodial programs and related non‑monetary benefits, its provision of ERISA 3(21)/3(38) retirement plan services, and that it does not vote client proxies (clients receive voting materials directly).

To learn more about the advisors currently working at Stonebridge Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.