Cornerstone Financial Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burlington, MA. Its latest Form ADV filing, dated March 26, 2026, reports $167M in regulatory assets under management, 7 employees, 2 offices, and 444 accounts.
Assets Under Management
$167M
Employees
7
Offices
2 offices
Total Clients
108
Primary office
BURLINGTON, MA
10 MALL ROAD, SUITE 301, BURLINGTON, MA, United States
Top client segmentIndividuals represent 48.1% of total clients.
Top client categories% of clientsClients
1
Individuals
48.1%
52
2
HNWI
45.4%
49
3
Charitable
6.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of March 26, 2026
Discretionary99.0%
$165M
99% of total RAUM99.0%
Non-discretionary1.0%
$2M
1% of total RAUM1.0%
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$167M
Total Accounts444
10Y AUM Change+$53M (+46.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee15:1
10Y Employee Change+4 (+133.3%)
* 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.