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CORNERSTONE ADVISORS LLC

FAYETTEVILLE, AR · CRD 325163 · IAPD ↗ · 501-943-7132

$7.2MRegulatory AUM
6Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — CORNERSTONE ADVISORS LLC reported RAUM down 97% ($276.9M -> $7.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
June 2026 — CORNERSTONE ADVISORS LLC notice-filed in AL, CO, FL, ID, KS, MO, MS, MT, TN, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
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
53
June 2025 — CORNERSTONE ADVISORS LLC shrank from 9 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — CORNERSTONE ADVISORS LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
February 2025 — CORNERSTONE ADVISORS LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
January 2025 — CORNERSTONE ADVISORS LLC reported RAUM up 50% ($182.6M -> $273.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2024 — CORNERSTONE ADVISORS LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2024 — CORNERSTONE ADVISORS LLC (FAYETTEVILLE, AR) is newly SEC-registered with $182.6M RAUM and 7 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.