Cornerstone Advisory

RIASEC RegisteredEst. 2007

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$717K

Accounts

3,135

Employees

Advisory reps

Firm details

Headquarters: Hunt Valley, Maryland
CRD number: 142359
Registered since: July 5, 2007
Website: cornerstoneadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.48%
Pension & Profit Sharing Plans7.35%
Individuals7.14%
Corporations / Businesses1.63%
Pooled Investment Vehicles1.35%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Cornerstone Advisory is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2007. The firm serves both individual/family and institutional clients, offering comprehensive financial planning and portfolio management across retail and pooled vehicles, along with pension consulting services. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. Cornerstone does not identify as an active ESG investor and, per available disclosures, is not a multi-state or newly formed adviser. The firm engages as an adviser and sponsor in pooled vehicles and has affiliations that include roles as a general partner and managing member of investment vehicles. Cornerstone received recognition on FA Magazine’s Top RIA Firms list in 2020.