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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CRD 138638 · SEC 801-65091
74 WEST BROAD STREET, SUITE 340, BETHLEHEM, PA, 18018, United States
Phone
(610) 694-0900
Fax
(610) 867-8614
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.57B
Discretionary AUM
$4.98B
Team
34 total employees; 26 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 282 | $110.1M |
| High net worth individuals | 252 | $1.38B |
| Pension/profit sharing plans | 96 | $4.12B |
| Charitable organizations | 97 | $1.95B |
| State/municipal entities | 21 | $1.63B |
| Corporations/business entities | 16 | $129.9M |
States served
CA, CO, DC, IL, MD, MA, NE, NJ, NY, NC, OH, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD