Cornerstone Advisors

Is this your firm? Access your profile


Last updated: January 16th, 2020. Data source: SEC filings.

Cornerstone Advisors, federally registered in 1984, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 35 advisors. Cornerstone Advisors manages $3.6 billion and provides investment advisory services for 1,218 clients (1:35 advisor/client ratio). This firm does not have a disciplinary history.

Trusted 2019 Trusted Firm


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 7
Percentage of Advisors Trusted 71%
Minimum Investment $-1
Average Client Balance $2,987,826
Total AUM $3.6 billion
Advisor / Client Ratio 1:35
Headquarters Bellevue, WA
SEC Filings Forms and Brochures    (CRD # 110908)
State(s) Registered AK, AZ, CA, FL, NY, OR, TX, WA

Questions & Answers

Get answers about Cornerstone Advisors

Ask a question question_answer