DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| · probable Lower middle market | Charlottesville, | $20B | 2 | 30 | 2023 | ||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | ||
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-65091 Also on Allocators | BETHLEHEM, | $9.6B | 25 | 2012 | |||
| · probable Unsized | Bellevue, | $4.0B | 3 | 12 | |||
CORNERSTONE CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC · 801-69663 | NEW YORK, | $14B | 1 | 2012 | |||
CORNERSTONE ADVISORY Registered adviser · RIA / Wealth · matched CORNERSTONE ADVISORY, LLC · 801-68058 Also on Private Equity | HUNT VALLEY, | $2.2B | 10 | 2012 | |||
| ATLANTA, | $2.7B | 8 | 2011 | ||||
| DULUTH, | $2.3B | 9 | 2012 | ||||
| CHARLOTTESVILLE, | $8.9B | 2012 | |||||
| PALO ALTO, | $1.4B | 3 | 2012 | ||||
| ASHEVILLE, | $3.0B | 2019 | |||||
| NEW YORK, | $1.1B | 2014 | |||||
| ALTAMONTE SPRINGS, | $1.1B | 2014 | |||||
CORNERSTONE Registered adviser · RIA / Wealth · matched CORNERSTONE CAPITAL MANAGEMENT LLC · 801-45262 | EDINA, | $1.0B | 2011 | ||||
| ASHEVILLE, | $1.2B | 2012 | |||||
| OMAHA, | $292M | 5 | 2012 | ||||
CORNERSTONE ADVISORS Registered adviser · RIA / Wealth · matched CORNERSTONE ADVISORS, LLC · 801-110649 | TOPEKA, | $265M | 3 | 2012 | |||
| APPLETON, | $220M | 5 | 2022 | ||||
| UNIONTOWN, | $520M | 2012 | |||||
CORNERSTONE INVESTMENT ADVISORS, LLC Registered adviser · RIA / Wealth · 801-63198 Also on Family Offices | BOULDER, | $181M | 2 | 2012 | |||
| BURLINGTON, | $167M | 4 | 2024 | ||||
| RENO, | $364M | 2017 | |||||
CORNERSTONE FINANCIAL Registered adviser · RIA / Wealth · matched CORNERSTONE FINANCIAL MANAGEMENT, LLC · 801-135811 | ATLANTA, | $118M | 3 | 2026 | |||
CORNERSTONE INVESTMENT SERVICES Registered adviser · RIA / Wealth · matched CORNERSTONE INVESTMENT SERVICES LLC · 801-66355 | PROVIDENCE, | $65.6M | 3 | 2011 | |||
| · probable Unsized | $79.2M | 1 | 1 | ||||
| BROADVIEW HEIGHTS, | $33.9M | 8 | 2012 | ||||
| BAXTER, | $105M | 2012 | |||||
| NEW YORK, | $82.7M | 2011 | |||||
| · probable Unsized | Ventura, | $24.6M | 1 | 3 | |||
CORNERSTONE ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched CORNERSTONE ASSET MANAGEMENT, INC. · 801-63659 | WINCHESTER, | $26.3M | 2 | 2012 | |||
CORNERSTONE WEALTH Registered adviser · RIA / Wealth · matched CORNERSTONE FINANCIAL PARTNERS, LLC · 801-72561 | HUNTERSVILLE, | $805M | 2011 | ||||
| $69.1M | 2026 | ||||||
| DALLAS, | $50.1M | 2012 | |||||
| $67.0M | 2026 | ||||||
| $62.7M | 2026 | ||||||
| LAKEWOOD, | $37.5M | 2012 | |||||
| DURHAM, | $44.5M | 2012 | |||||
| $26.7M | 1 | 2012 | |||||
| FAYETTEVILLE, | $7.2M | 4 | 2024 | ||||
| HOUSTON, | $28.0M | 2012 | |||||
CORNERSTONE ADVISORY Registered adviser · RIA / Wealth · matched CORNERSTONE FINANCIAL, LLC · 801-61114 | MANDEVILLE, | $25.0M | 2026 | ||||
| NAPERVILLE, | $20.0M | 2018 | |||||
| GREENFIELD, | $19.4M | 2026 | |||||
| $7.9M | 2026 | ||||||
| HENDERSON, | $6.4M | 2026 | |||||
| SHREVEPORT, | $5.7M | 2025 | |||||
CORNERSTONE ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched CORNERSTONE ASSET MANAGEMENT | $5.1M | 2026 | |||||
| $2.3M | 2026 | ||||||
| · candidate | Hamilton, | 2 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.