Cornerstone Planning Group is an SEC registered investment adviser organized as a corporation with a primary office location in Fairfield, NJ. Its latest Form ADV filing, dated April 24, 2026, reports $952M in regulatory assets under management, 21 employees, 7 offices, and 3,043 accounts.
Assets Under Management
$952M
Employees
21
Offices
7 offices
Total Clients
1,251
Primary office
FAIRFIELD, NJ
350 PASSAIC AVENUE, SUITE 201, FAIRFIELD, NJ, United States
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
967
2
HNWI
18.0%
225
3
Pension Plans
3.7%
46
4
Corporations
1.0%
13
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$952Mas of April 24, 2026
Discretionary83.7%
$796M
84% of total RAUM83.7%
Non-discretionary16.3%
$155M
16% of total RAUM16.3%
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.
Total AUM$952M
Total Accounts3,043
10Y AUM Change+$952M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee60:1
10Y Employee Change+19 (+950.0%)
* 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.