RIA Intel›Advisers›New Jersey›CORNERSTONE PLANNING GROUP INC.

CORNERSTONE PLANNING GROUP INC.

Advisory

N·FAIRFIELD, NJ

Data as of Apr 24, 2026 · Source: SEC Form ADV

Total AUM

$952M

1-Year AUM Growth

+24.9%

3-Year CAGR

+35.2%

Employees

16

Assets Under Management

Total AUM$952M

Discretionary AUM$796M

Non-Discretionary AUM$155M

Discretionary %83.7%

Total Clients1,093

Team

Total Employees16

Investment Advisers21

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingFeb 12, 2020

Latest FilingApr 24, 2026

🔒 Full AUM trend chart and 22 historical filings spanning 6+ 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 PLANNING GROUP INC.

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