CORNERSTONE ADVISORS, LLC
Legal name: CORNERSTONE ADVISORS
CRD #114510 SEC #801-110649 TOPEKA, KS 785-273-2685
SEC Registered
Total AUM
$244.7M
Discretionary
$223.3M
Employees
2
Clients
0
Accounts
1,092
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $244.7M | $223.3M | $21.4M | 2 | 0 |
| Mar 2024 | $218M | $184.2M | $33.8M | 2 | 0 |
| Dec 2023 | $194.2M | $163.9M | $30.4M | 3 | 0 |
| Aug 2023 | $194.2M | $163.9M | $30.4M | 3 | 0 |
| Mar 2023 | $194.2M | $163.9M | $30.4M | 4 | 0 |
| Mar 2022 | $225.7M | $191.1M | $34.7M | 4 | 0 |
| Mar 2022 | $225.7M | $191.1M | $34.7M | 4 | 0 |
| Mar 2021 | $199.9M | $168.3M | $31.6M | 4 | 0 |
| Mar 2021 | $199.9M | $168.3M | $31.6M | 4 | 0 |
| Jul 2020 | $182.3M | $145.8M | $36.5M | 3 | 0 |
| Jun 2020 | $182.3M | $145.8M | $36.5M | 3 | 0 |
| Mar 2020 | $182.3M | $145.8M | $36.5M | 3 | 0 |
| Jul 2019 | $161.7M | $120.6M | $41.1M | 4 | 0 |
| Feb 2019 | $161.7M | $120.6M | $41.1M | 4 | 0 |
| Jun 2018 | $158.1M | $115M | $43.1M | 5 | 2 |
| Mar 2018 | $158.1M | $115M | $43.1M | 5 | 2 |
| Aug 2017 | $116.6M | $75.1M | $41.5M | 6 | 600 |
| Jun 2017 | $116.6M | $75.1M | $41.5M | 6 | 600 |
| May 2017 | $116.6M | $75.1M | $41.5M | 6 | 600 |
| Jun 2012 | $68.8M | $31.6M | $37.2M | 1 | 400 |
| Apr 2012 | $68.8M | $31.6M | $37.2M | 1 | 400 |
| Mar 2012 | $68.8M | $31.6M | $37.2M | 1 | 400 |
| Mar 2011 | $63.4M | $0 | $63.4M | 5 | -- |
| Mar 2010 | $61.2M | $0 | $61.2M | 5 | -- |
| Mar 2009 | $51.6M | $0 | $51.6M | 5 | -- |
| Mar 2008 | $75.1M | $0 | $75.1M | 5 | -- |
| Dec 2007 | $70.4M | $0 | $70.4M | 5 | -- |
| Mar 2007 | $70.4M | $0 | $70.4M | 5 | -- |
| Mar 2007 | $65.3M | $1.4M | $63.9M | 10 | -- |
DateMar 2025
Total AUM$244.7M
Discretionary$223.3M
Non-Disc.$21.4M
Employees2
Clients0
DateMar 2024
Total AUM$218M
Discretionary$184.2M
Non-Disc.$33.8M
Employees2
Clients0
DateDec 2023
Total AUM$194.2M
Discretionary$163.9M
Non-Disc.$30.4M
Employees3
Clients0
DateAug 2023
Total AUM$194.2M
Discretionary$163.9M
Non-Disc.$30.4M
Employees3
Clients0
DateMar 2023
Total AUM$194.2M
Discretionary$163.9M
Non-Disc.$30.4M
Employees4
Clients0
DateMar 2022
Total AUM$225.7M
Discretionary$191.1M
Non-Disc.$34.7M
Employees4
Clients0
DateMar 2022
Total AUM$225.7M
Discretionary$191.1M
Non-Disc.$34.7M
Employees4
Clients0
DateMar 2021
Total AUM$199.9M
Discretionary$168.3M
Non-Disc.$31.6M
Employees4
Clients0
DateMar 2021
Total AUM$199.9M
Discretionary$168.3M
Non-Disc.$31.6M
Employees4
Clients0
DateJul 2020
Total AUM$182.3M
Discretionary$145.8M
Non-Disc.$36.5M
Employees3
Clients0
DateJun 2020
Total AUM$182.3M
Discretionary$145.8M
Non-Disc.$36.5M
Employees3
Clients0
DateMar 2020
Total AUM$182.3M
Discretionary$145.8M
Non-Disc.$36.5M
Employees3
Clients0
DateJul 2019
Total AUM$161.7M
Discretionary$120.6M
Non-Disc.$41.1M
Employees4
Clients0
DateFeb 2019
Total AUM$161.7M
Discretionary$120.6M
Non-Disc.$41.1M
Employees4
Clients0
DateJun 2018
Total AUM$158.1M
Discretionary$115M
Non-Disc.$43.1M
Employees5
Clients2
DateMar 2018
Total AUM$158.1M
Discretionary$115M
Non-Disc.$43.1M
Employees5
Clients2
DateAug 2017
Total AUM$116.6M
Discretionary$75.1M
Non-Disc.$41.5M
Employees6
Clients600
DateJun 2017
Total AUM$116.6M
Discretionary$75.1M
Non-Disc.$41.5M
Employees6
Clients600
DateMay 2017
Total AUM$116.6M
Discretionary$75.1M
Non-Disc.$41.5M
Employees6
Clients600
DateJun 2012
Total AUM$68.8M
Discretionary$31.6M
Non-Disc.$37.2M
Employees1
Clients400
DateApr 2012
Total AUM$68.8M
Discretionary$31.6M
Non-Disc.$37.2M
Employees1
Clients400
DateMar 2012
Total AUM$68.8M
Discretionary$31.6M
Non-Disc.$37.2M
Employees1
Clients400
DateMar 2011
Total AUM$63.4M
Discretionary$0
Non-Disc.$63.4M
Employees5
Clients--
DateMar 2010
Total AUM$61.2M
Discretionary$0
Non-Disc.$61.2M
Employees5
Clients--
DateMar 2009
Total AUM$51.6M
Discretionary$0
Non-Disc.$51.6M
Employees5
Clients--
DateMar 2008
Total AUM$75.1M
Discretionary$0
Non-Disc.$75.1M
Employees5
Clients--
DateDec 2007
Total AUM$70.4M
Discretionary$0
Non-Disc.$70.4M
Employees5
Clients--
DateMar 2007
Total AUM$70.4M
Discretionary$0
Non-Disc.$70.4M
Employees5
Clients--
DateMar 2007
Total AUM$65.3M
Discretionary$1.4M
Non-Disc.$63.9M
Employees10
Clients--