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CORNERSTONE ADVISORS, LLC

ASHEVILLE, NC · CRD 300891 · IAPD ↗ · 828-210-8184

$3.04BRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

62
April 2026 — CORNERSTONE ADVISORS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — CORNERSTONE ADVISORS, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
62
April 2024 — CORNERSTONE ADVISORS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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