LP Profile

Cornerstone Advisory

Also known as cornerstone advisory

Wealth ManagerHunt Valley, United StatesFounded 2006
$1.8B
Assets Under Management
Hunt Valley
Headquarters
Investment Focus

About Cornerstone Advisory

Cornerstone Advisory is a private wealth management firm based in Hunt Valley, Maryland, founded in 2006. It reports approximately $1.8 billion in assets under management. The firm offers personal financial planning, investment management, family office services and access to unique investment opportunities. Portfolios are tailored to each client's goals and lifestyle. It also has an affiliated charitable arm, the Cornerstone Foundation. Clients receive planning, customized services and ongoing tracking of their progress.

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cornerstone Advisory from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.2B
Total Clients
3,135
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Cornerstone Advisory?

Cornerstone Advisory is a wealth manager based in Hunt Valley, United States, managing approximately $1.8B in assets.

Where is Cornerstone Advisory headquartered?

Cornerstone Advisory is headquartered in Hunt Valley, United States.

How much does Cornerstone Advisory manage?

Cornerstone Advisory manages approximately $1.8B in assets under management.

When was Cornerstone Advisory founded?

Cornerstone Advisory was founded in 2006.

How can I contact Cornerstone Advisory?

Verified contact details, key decision-makers, and investment preferences for Cornerstone Advisory are available on LPbacked. Create a free account to access them.