This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$3.0BItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$3.0B

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

7

Advisory employees

7

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2

SEC number

801-114872

CIK

1775446

CRD

300891

Filings on the tape

12

First filed

Feb 20, 2019

Latest filed

Mar 12, 2026

Organised

Limited Liability Company, NC

• Occurred

  Mar 29, 2022
  Regulatory AUM changed

  Cornerstone Advisors, Llc reported RAUM $1.9B, up 60% from $1.2B (2021-03-22 to 2022-03-29)

  Form ADVobserved 3 days ago
  $692M
• Occurred

  Feb 20, 2019
  First Form ADV filing

  Cornerstone Advisors Asset Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:06716a75-b71d-a637-c876-964de975fd4a

First observed

Feb 20, 2019

Last observed

Mar 12, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.