RIA Intel›Advisers›Washington›CORNERSTONE ADVISORS INC

CORNERSTONE ADVISORS INC

Advisory

N·BELLEVUE, WA

Data as of Jun 26, 2020 · Source: SEC Form ADV

Total AUM

$4.0B

1-Year AUM Growth

+8.8%

3-Year CAGR

+5.6%

Employees

40

Assets Under Management

Total AUM$4.0B

Discretionary AUM$4.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees40

Investment Advisers55

Employee Growth (1Y)—

Filing History

Total Filings on Record43

First FilingMay 7, 2001

Latest FilingJun 26, 2020

🔒 Full AUM trend chart and 43 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORNERSTONE ADVISORS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.