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Company Profiles: Revenue, Growth, Competition

Sterling Financial Planning Revenue, Growth & Competitor Profile

DBA STERLING FINANCIAL GROUP
DBA STERLING FINANCIAL PLANNING INC
Last updated:

Company Profile & Annual Report for Sterling Financial Planning

Access the complete profile.

Sterling Financial Planning Fast Facts

Revenue$1 - $10 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address60 Blue Heron Road, Suite 201
Sparta, NJ 07871

Note: Revenues for privately held companies are statistical evaluations.


Sterling Financial Planning's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Sterling Financial Planning is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Sterling Financial Planning Annual Revenue and Growth Rate

Sterling Financial Planning Revenue Est.
($ Million)
Growth Rate (%)# Employees
2025 $1 - $10 million

Details in Premium Report
2024
2023
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Sterling Financial Planning's revenues are gauged from an analysis of company filings.



Sterling Financial Planning's Income Statement (based on Industry Averages)

Sterling Financial Planning P&L$ Millions
Revenue (Sales) Sterling Financial Planning Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Market Share of Sterling Financial Planning's Largest Competitors

A competitive analysis shows these companies are in the same general field as Sterling Financial Planning, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

These companies are similar in business line and location to Sterling Financial Planning. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
COMPREHENSIVE CAPITAL MANAGEMENTRockaway, NJ100 
PENTECHMt. Arlington, NJ53 
STERLING FINANCIAL PLANNINGSparta, NJ45 
NORTHSTAR ASSET MANAGEMENTHackettstown, NJ38 
BLACK CORAL FINANCIAL ADVISORSMount Olive, NJ31 
DUPHINEY FINANCIAL NETWORKDenville, NJ31 


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Future Competition: Sterling Financial Planning's Fastest Growing Competitors

These companies are in the same general field as Sterling Financial Planning and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Sterling Financial Planning Competitors