Cornerstone Advisors LLC

Overview

Cornerstone Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm primarily serves individual and family clients across multiple states and bills on a mix of percentage-of-assets and hourly fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and pension consulting. Cornerstone does not identify itself as an active ESG investor and is not positioned as a capital allocator or a related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives