Cornerstone Portfolio Research is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 19, 2026, reports $444M in regulatory assets under management, 8 employees, 6 offices, and 1,338 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$444Mas of March 19, 2026
Discretionary100.0%
$444M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$444M
Total Accounts1,338
10Y AUM Change+$444M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee0:1
10Y Employee Change+7 (+700.0%)
* 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.