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CORNERSTONE FINANCIAL MANAGEMENT LLC

BURLINGTON, MA · CRD 140967 · IAPD ↗ · cornerstonefm.com · 800-527-1238

$167.0MRegulatory AUM
4Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CORNERSTONE FINANCIAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2024 — CORNERSTONE FINANCIAL MANAGEMENT LLC (BURLINGTON, MA) is newly SEC-registered with $113.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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