Data / Investment advisers / Pennsylvania / Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management, LLC, Bethlehem, PA: $9.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cornerstone Advisors Asset Management, LLC is an SEC registered investment adviser with its main office in Bethlehem, Pennsylvania and reports $9.6 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pension and profit sharing plans, charitable organizations and state and municipal governments. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Cornerstone Advisors Asset Management, LLC (CRD number 138638): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 138638
- SEC file number
- 801-65091
- SEC status
- Approved, effective January 4, 2006
- Main office
- 74 West Broad Street, Suite 340, Bethlehem, PA 18018
- Phone
- (610) 694-0900
- Website
- cornerstone-companies.com
- Regulatory AUM
- $9,571,773,832 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $4,981,239,031
- Non discretionary AUM
- $4,590,534,801
- Accounts
- 1,912
- Employees
- 34, of which 26 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 96 | $4.12 billion |
| Charitable organizations | 97 | $1.95 billion |
| State or municipal government entities | 21 | $1.63 billion |
| High net worth individuals | 252 | $1.38 billion |
| Insurance companies | Fewer than 5 | $264.2 million |
| Corporations or other businesses | 16 | $129.9 million |
| Individuals (other than high net worth individuals) | 282 | $110.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $9.57 billion | March 26, 2026 |
| December 1, 2025 | $8.30 billion | February 27, 2025 |
Other advisers in Bethlehem
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Valley National Advisers Inc | Bethlehem | $1.31 billion | Not listed | adviserinfo.sec.gov |
| O'Hagan Group, Inc. | Bethlehem | $1.25 billion | Not listed | adviserinfo.sec.gov |
| MTM Financial Group, LLC | Bethlehem | $771.6 million | Not listed | adviserinfo.sec.gov |
| Tiller Private Wealth, Inc. | Bethlehem | $730.3 million | Not listed | adviserinfo.sec.gov |
| Liberty Square Wealth Partners LLC | Bethlehem | $567.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethlehem, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving charitable organizations
- Cornerstone Advisors Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.