RIA Intel›Advisers›California›CORNERSTONE ASSET ADVISORS INC.

CORNERSTONE ASSET ADVISORS INC.

Advisory

CA

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in CA

#3,140

of 5,480 advisers by AUM

Average account

$684K

across 101 accounts

AUM per adviser

$69M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$69M

Discretionary AUM$69M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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