Cornerstone Advisors Asset Management, LLC
BETHLEHEM, PA
Form ADV and provider website profile · CRD 138638 · regulatory data as of Mar 26, 2026
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.
$9.6BTotal Firm AUM
$5.0BDiscretionary AUM
$4.6BNon-discretionary AUM
1,912Total accounts
1,748Discretionary accounts
164Non-discretionary accounts
Client Mix by Firm AUM
$9.6BFirm AUM
Retirement Plans43.0%
Charities20.3%
Municipalities17.0%
High-Net-Worth14.4%
Insurance companies2.8%
Corporations1.4%
Individuals1.1%
Reported Client Types
Source: Form ADV client recordsRetirement Plans43.0%
96 clients$4.1B firm assets
Charities20.3%
97 clients$1.9B firm assets
Municipalities17.0%
21 clients$1.6B firm assets
High-Net-Worth14.4%
252 clients$1.4B firm assets
Insurance companies2.8%
0 clients$264M firm assets
Corporations1.4%
16 clients$130M firm assets
Individuals1.1%
282 clients$110M firm assets
Reported total764 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $4.1B | 96 | 43.0% |
| Charities | $1.9B | 97 | 20.3% |
| Municipalities | $1.6B | 21 | 17.0% |
| High-Net-Worth | $1.4B | 252 | 14.4% |
| Insurance companies | $264M | 0 | 2.8% |
| Corporations | $130M | 16 | 1.4% |
| Individuals | $110M | 282 | 1.1% |
| Reported total | $9.6B | 764 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…