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Cornerstone Advisors Asset Management, LLC logo

Cornerstone Advisors Asset Management, LLC

BETHLEHEM, PA

Form ADV and provider website profile · CRD 138638 · regulatory data as of Mar 26, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Cornerstone Advisors Asset Management, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$9.6BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,912Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$5.0BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$4.6BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

CRD number138638

Firm foundedNot reported

SEC registration dateJan 4, 2006

Employees34

Advisory professionals26

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

74 WEST BROAD STREET, SUITE 340, BETHLEHEM, PA, 18018

(610) 694-0900

https://cornerstone-companies.com/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$9.6B

As of Mar 26, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans43.0%$4.1B
Charities20.3%$1.9B
Municipalities17.0%$1.6B
High-Net-Worth14.4%$1.4B
Insurance companies2.8%$264M
Corporations1.4%$130M

Percentages and AUM are shown from the same reported Form ADV client-type records.