Cornerstone Advisors Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethlehem, PA. Its latest Form ADV filing, dated March 26, 2026, reports $9.6B in regulatory assets under management, 34 employees, and 1,912 accounts.
Assets Under Management
$9.6B
Employees
34
Offices
--
Total Clients
764
Primary office
BETHLEHEM, PA
74 WEST BROAD STREET, SUITE 340, BETHLEHEM, PA, United States
Top client segmentIndividuals represent 36.9% of total clients.
Top client categories% of clientsClients
1
Individuals
36.9%
282
2
HNWI
33.0%
252
3
Charitable
12.7%
97
4
Pension Plans
12.6%
96
5
Government
2.7%
21
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.6Bas of March 26, 2026
Discretionary52.0%
$5.0B
52% of total RAUM52.0%
Non-discretionary48.0%
$4.6B
48% of total RAUM48.0%
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$9.6B
Total Accounts1,912
10Y AUM Change+$5.3B (+125.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee22:1
10Y Employee Change+12 (+54.5%)
* 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.