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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.