Cornerstone Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Topeka, KS. Its latest Form ADV filing, dated March 31, 2026, reports $265M in regulatory assets under management, 2 employees, and 1,139 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.4% of total clients.
Top client categories% of clientsClients
1
Individuals
77.4%
364
2
HNWI
21.3%
100
3
Pension Plans
0.6%
3
4
Corporations
0.4%
2
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of March 31, 2026
Discretionary90.6%
$240M
91% of total RAUM90.6%
Non-discretionary9.4%
$25M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$265M
Total Accounts1,139
10Y AUM Change+$149M (+127.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee235:1
10Y Employee Change-4 (-66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.