Data / Investment advisers / Massachusetts / Cornerstone Financial Management LLC
Cornerstone Financial Management LLC, Burlington, MA: $167 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cornerstone Financial Management LLC is an SEC registered investment adviser with its main office in Burlington, Massachusetts and reports $167 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 140967
- SEC file number
- 801-130130
- SEC status
- Approved, effective April 30, 2024
- Main office
- 10 Mall Road Suite 301, Burlington, MA 01803
- Phone
- (800) 527-1238
- Website
- cornerstonefm.com
- Regulatory AUM
- $166,991,911 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $165,331,270
- Non discretionary AUM
- $1,660,641
- Accounts
- 444
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- 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 |
|---|---|---|
| High net worth individuals | 49 | $139.9 million |
| Individuals (other than high net worth individuals) | 52 | $25.7 million |
| Charitable organizations | 7 | $1.4 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 | $167 million | March 26, 2026 |
| December 1, 2025 | $135.2 million | October 7, 2025 |
Other advisers in Burlington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Folium Capital LP | Burlington | $960.3 million | 8 | adviserinfo.sec.gov |
| RPG Family Wealth Advisory, LLC | Burlington | $700.7 million | Not listed | adviserinfo.sec.gov |
| Nefpg | Burlington | $246.1 million | Not listed | adviserinfo.sec.gov |
| Arcadia Funds | Burlington | $192.8 million | 2 | adviserinfo.sec.gov |
| Spring Lake Equity GP LLC | Burlington | $179.2 million | 4 | adviserinfo.sec.gov |
| Risk Paradigm Group, LLC | Burlington | $115.6 million | Not listed | adviserinfo.sec.gov |
| Charles River Wealth Management, LLC | Burlington | $110.3 million | Not listed | adviserinfo.sec.gov |
| Blueio Management, LLC | Burlington | Not listed | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Burlington, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cornerstone Financial 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.