CORNERSTONE ADVISORY

{{ Info.Overview }}
cb

Company Profile

As of Date 04/03/2026
ADV Location United States, MD
Websites
AUM* 2,273,963,953 23%
of that, discretionary 2,249,006,784 22%
Number of Employees 22 10%
of those in investment advisory functions 10 11%
Private Fund GAV* 30,427,347 17%
Avg Account Size 661,998 7%
High Net Worth 41.28% 26%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Recent News

Reported AUM

2B 2B 2B 1B 964M 643M 321M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM