CORNERSTONE ADVISORS

Overview

Cornerstone Advisors is an independent, owner-operated registered investment adviser organized as an LLC and operating since its SEC registration in 2017. The firm serves a mix of individual and family clients alongside some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Compensation comes primarily from a percentage-of-assets model supplemented by hourly fees for planning or consulting work. Investment practice centers on pooled public securities—mutual funds and likely ETFs—used as core building blocks for client portfolios. Cornerstone runs mainly discretionary mandates, but retains non-discretionary relationships as part of its client mix. The firm is not an active ESG investor, and it does not present itself as a capital allocator or pension consultant; instead it relies on third‑party managers for specialty strategies and alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices