A complete list of active advisors currently associated with Cornerstone Advisors

Warmer can help you find a great advisor at Cornerstone Advisors or one who fits your needs even better.

Cornerstone Advisors, LLC is an SEC‑registered investment management firm that works with individuals, high‑net‑worth clients, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers discretionary and non‑discretionary investment management, financial planning (often included in the management relationship, with separate engagement available for complex plans), and limited-scope consulting services. Investment decisions are guided by client profiles developed through discussions of objectives, time horizon, and risk tolerance, and portfolios are built around asset allocation principles and Modern Portfolio Theory. Portfolios generally use no‑load mutual funds and ETFs (favoring institutional share classes when available), and the firm may recommend alternatives such as non‑traded REITs or structured notes for qualified clients; ongoing monitoring and periodic reviews are provided with discretionary trading where authorized. Compared with many similar-sized team firms, Cornerstone operates with a relatively small advisory team managing roughly $265 million for about 464 clients, producing an elevated client load per advisor that affects how services are delivered. The firm also emphasizes coordinated planning with clients’ other professionals, accepts and manages legacy holdings, and uses third‑party administrative tools (Advyzon) alongside custodial relationships (e.g., Schwab) to support reporting and operations.

To learn more about the advisors currently working at Cornerstone Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.