RIA Intel›Advisers›Louisiana›CORNERSTONE FINANCIAL, LLC

CORNERSTONE FINANCIAL, LLC

Advisory

MANDEVILLE, LA

Data as of Apr 3, 2026 · Source: SEC Form ADV

Average account
$83K
across 300 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 3, 2026.

Total AUM
$25M
Discretionary %
0%
Clients
240
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$0
Non-Discretionary AUM$25M
Discretionary %0%
Total Clients240
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

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HTB WEALTH ADVISORS, LLC
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$24M
BOOTH-LAIRD CAPITAL MANAGEMENT, LLC
$26M
SIMMONS ASSET MANAGEMENT, LLC
$26M
ROYAL ROAD WEALTH PARTNERS, LLC
NEW ORLEANS, LA
$26M

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