Cornerstone Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boulder, CO. Its latest Form ADV filing, dated March 24, 2026, reports $181M in regulatory assets under management, 2 employees, and 260 accounts.
Assets Under Management
$181M
Employees
2
Offices
--
Total Clients
122
Primary office
BOULDER, CO
1790 38TH STREET, SUITE 207, BOULDER, CO, United States
Top client segmentHNWI represent 47.5% of total clients.
Top client categories% of clientsClients
1
HNWI
47.5%
58
2
Individuals
46.7%
57
3
FAMILY LIMITED PARTNERSHIPS
4.1%
5
4
Charitable
0.8%
1
5
Corporations
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of March 24, 2026
Discretionary78.0%
$141M
78% of total RAUM78.0%
Non-discretionary22.0%
$40M
22% of total RAUM22.0%
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$181M
Total Accounts260
10Y AUM Change+$25M (+15.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee61:1
10Y Employee Change-2 (-50.0%)
* 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.