RIA Intel›Advisers›Wisconsin›CORNERSTONE FINANCIAL CONSULTING, LLC

CORNERSTONE FINANCIAL CONSULTING, LLC

Advisory

DEPERE, WI

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in WI
#319
of 354 advisers by AUM
Average account
$100K
across 512 accounts
AUM per adviser
$17M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$51M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$51M
Discretionary AUM$51M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients512
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, OH, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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