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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CRD 138638File 801-65091
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.57B
Top 10% of cohort (national)
Discretionary AUM
$4.98B
Non-discretionary $4.59B
Clients
764
1,912 accounts
Employees
34
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 4, 2006
- Principal office
- 74 WEST BROAD STREET, SUITE 340, BETHLEHEM, PA, 18018
- Phone
- (610) 694-0900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.57B
- Discretionary AUM
- $4.98B
- Non-discretionary AUM
- $4.59B
- Discretionary accounts
- 1,748
- Non-discretionary accounts
- 164
- Total accounts
- 1,912
- AUM per client
- $12.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $129.9M |
| Insurance companies | Fewer than 5 | $264.2M |
| Charitable organizations | 97 | $1.95B |
| High net worth individuals | 252 | $1.38B |
| Pension and profit sharing plans | 96 | $4.12B |
| State or municipal government entities | 21 | $1.63B |
| Individuals (other than high net worth individuals) | 282 | $110.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 33 | 34 | increased by1 |
| Apr 1, 2026 | Clients | 741 | 764 | increased by23 |
| Apr 1, 2026 | AUM | $8,299,028,636 | $9,571,773,832 | increased by$1,272,745,196 |
| Apr 1, 2026 | Accounts | 1,841 | 1,912 | increased by71 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 33 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 605 | 741 | increased by136 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,611,767,964 | $8,299,028,636 | increased by$687,260,672 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,511 | 1,841 | increased by330 |
| Apr 1, 2022 | Employees | 29 | 31 | increased by2 |
| Apr 1, 2022 | Clients | 564 | 605 | increased by41 |
| Apr 1, 2022 | AUM | $6,875,542,744 | $7,611,767,964 | increased by$736,225,220 |
| Apr 1, 2022 | Accounts | 1,426 | 1,511 | increased by85 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORNERSTONE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.