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CORNERSTONE PORTFOLIO RESEARCH

· CRD 315130 · IAPD ↗ · 484-631-3684

$444.3MRegulatory AUM
4Advisory reps
8Employees
9Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — CORNERSTONE PORTFOLIO RESEARCH notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2026 — CORNERSTONE PORTFOLIO RESEARCH reported RAUM down 76% ($1.85B -> $444.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2026 — CORNERSTONE PORTFOLIO RESEARCH added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2025 — CORNERSTONE PORTFOLIO RESEARCH filed an Item 4A succession naming CORNERSTONE PORTFOLIO RESEARCH (CRD 315130) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
67
March 2025 — CORNERSTONE PORTFOLIO RESEARCH reported RAUM up 37% ($1.35B -> $1.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — CORNERSTONE PORTFOLIO RESEARCH crossed $1B in regulatory AUM ($368.6M -> $1.35B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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