← Tributary

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

BETHLEHEM, PA · CRD 138638 · IAPD ↗ · cornerstone-companies.com · (610) 694-0900

$9.57BRegulatory AUM
26Advisory reps
34Employees
0Clients
26-50Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
March 2025 — CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC notice-filed in CT, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.