CORNERSTONE ADVISORY
SEC RegisteredCommitted to Your Financial Independence
About the firm
Cornerstone Advisory provides private wealth management, personal financial planning, and investment management. As a Cornerstone Advisory client, you will receive thorough planning, customized services, diligent advocacy, and meticulous tracking, along with access to the same types of investments and portfolios which are typically only available to large institutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, strategic wealth planning, financial planning, family office services, investment access, and socially responsible investing.
Who they serve
Clients seeking private wealth management, financial planning, and investment access, including families and those seeking generational wealth preservation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 356 | $161M |
| High Net Worth Individuals | 452 | $1.9B |
| Pension/Profit Sharing Plans | 1 | $30M |
| Charitable Organizations | 24 | $165M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $5,000,000 | 0.95% |
| Next $5,000,000 - $10,000,000 | 0.70% |
| Next $10,000,000 - $20,000,000 | 0.60% |
| Next $20,000,000+ | 0.50% |
Data as of March 24, 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 ADVISORY 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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