CORNERSTONE ADVISORS LLC

Overview

Cornerstone Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC and registered in 2024. The firm focuses on individuals and families, offering fee arrangements that combine a percentage of assets under management with hourly billing for certain services. Advisory capabilities disclosed on the ADV include financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. Cornerstone operates as a multi-state adviser, does not position itself as a capital allocator to external managers, and does not identify as an active ESG investor. The firm lists an industry affiliation with an insurance company.

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Location & Offices