CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
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About the firm
Cornerstone is one of the nation's leading independent investment consulting firms. We are committed to building and preserving the assets of institutions and wealthy families, now and into the future. The firm manages $9.5B in assets as of 12/31/2025 and maintains 97% client retention.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Institutional consulting and individual advice
Who they serve
Institutions and wealthy families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 282 | $110M |
| High Net Worth Individuals | 252 | $1.4B |
| Charitable Organizations | 96 | $4.1B |
| State/Municipal Entities | 97 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
25 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Private Wealth & Planned Giving - First $1M | 1.00% |
| Private Wealth & Planned Giving - Next $1M | 0.75% |
| Private Wealth & Planned Giving - Next $3M | 0.50% |
| Private Wealth & Planned Giving - Next $5M | 0.35% |
| DC Plan ERISA 3(21) - First $3M | 0.50% |
| DC Plan ERISA 3(21) - Next $17M | 0.20% |
| DC Plan ERISA 3(21) - Next $30M | 0.10% |
| DC Plan ERISA 3(38) - First $3M | 0.55% |
| DC Plan ERISA 3(38) - Next $17M | 0.22% |
| DC Plan ERISA 3(38) - Next $30M | 0.11% |
| DC Plan PEP - First $3M | 0.50% |
| DC Plan PEP - Next $17M | 0.15% |
| DC Plan PEP - Next $30M | 0.08% |
Data as of March 26, 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. CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 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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