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