CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CRD #138638 SEC #801-65091 BETHLEHEM, PA (610) 694-0900
SEC Registered
Total AUM
$8.3B
Discretionary
$4.3B
Employees
33
Clients
25
Accounts
1,841
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $8.3B | $4.3B | $4B | 33 | 0 |
| Mar 2024 | $7.4B | $3.8B | $3.6B | 31 | 0 |
| Nov 2023 | $6.6B | $3.3B | $3.3B | 32 | 0 |
| Jul 2023 | $6.6B | $3.3B | $3.3B | 32 | 0 |
| Mar 2023 | $6.6B | $3.3B | $3.3B | 32 | 0 |
| Mar 2022 | $7.6B | $3.6B | $4B | 31 | 0 |
| Aug 2021 | $6.9B | $3.3B | $3.6B | 29 | 0 |
| Mar 2021 | $6.9B | $3.3B | $3.6B | 29 | 0 |
| Jun 2020 | $6.3B | $3.1B | $3.2B | 28 | 0 |
| May 2020 | $6.3B | $3.1B | $3.2B | 28 | 0 |
| Mar 2020 | $6.3B | $3.1B | $3.2B | 28 | 0 |
| Mar 2019 | $5.8B | $3.2B | $2.7B | 24 | 0 |
| Sep 2018 | $5.7B | $2.8B | $3B | 23 | 0 |
| Mar 2018 | $5.7B | $2.8B | $3B | 23 | 0 |
| Mar 2018 | $5.7B | $2.8B | $3B | 23 | 0 |
| Aug 2017 | $4.2B | $2.1B | $2.2B | 22 | 26 |
| Mar 2017 | $4.2B | $2.1B | $2.2B | 22 | 26 |
| Dec 2016 | $4.4B | $2.1B | $2.3B | 22 | 100 |
| Oct 2016 | $4.4B | $2.1B | $2.3B | 22 | 100 |
| Aug 2016 | $4.4B | $2.1B | $2.3B | 22 | 100 |
| Aug 2016 | $4.4B | $2.1B | $2.3B | 22 | 100 |
| Jul 2016 | $4.4B | $2.1B | $2.3B | 22 | 100 |
| Mar 2016 | $4.4B | $2.1B | $2.3B | 22 | 100 |
| Mar 2015 | $4.5B | $2.2B | $2.4B | 20 | 100 |
| Apr 2014 | $3.9B | $2.1B | $1.8B | 18 | 100 |
| Mar 2014 | $3.9B | $2.1B | $1.8B | 18 | 100 |
| Sep 2013 | $4B | $2.4B | $1.6B | 17 | 108 |
| Sep 2013 | $4B | $2.4B | $1.6B | 17 | 108 |
| Mar 2013 | $4B | $2.4B | $1.6B | 17 | 108 |
| Apr 2012 | $3.8B | $2.3B | $1.5B | 11 | 118 |
| Mar 2012 | $3.8B | $2.3B | $1.5B | 11 | 118 |
| Aug 2011 | $3.3B | $1.6B | $1.7B | -- | -- |
| Mar 2011 | $3.3B | $1.6B | $1.7B | -- | -- |
| Sep 2010 | $2.5B | $977.4M | $1.5B | -- | -- |
| May 2010 | $2.5B | $977.4M | $1.5B | -- | -- |
| Mar 2008 | $2.2B | $952.3M | $1.2B | -- | -- |
| Mar 2008 | $2B | $876.3M | $1.1B | -- | -- |
| Aug 2007 | $2B | $876.3M | $1.1B | -- | -- |
| Mar 2007 | $2B | $876.3M | $1.1B | -- | -- |
| Nov 2006 | $1.2B | $686.7M | $487.2M | -- | -- |
| Mar 2006 | $1.2B | $686.7M | $487.2M | -- | -- |
| Feb 2006 | $1.2B | $686.7M | $487.2M | -- | -- |
DateFeb 2025
Total AUM$8.3B
Discretionary$4.3B
Non-Disc.$4B
Employees33
Clients0
DateMar 2024
Total AUM$7.4B
Discretionary$3.8B
Non-Disc.$3.6B
Employees31
Clients0
DateNov 2023
Total AUM$6.6B
Discretionary$3.3B
Non-Disc.$3.3B
Employees32
Clients0
DateJul 2023
Total AUM$6.6B
Discretionary$3.3B
Non-Disc.$3.3B
Employees32
Clients0
DateMar 2023
Total AUM$6.6B
Discretionary$3.3B
Non-Disc.$3.3B
Employees32
Clients0
DateMar 2022
Total AUM$7.6B
Discretionary$3.6B
Non-Disc.$4B
Employees31
Clients0
DateAug 2021
Total AUM$6.9B
Discretionary$3.3B
Non-Disc.$3.6B
Employees29
Clients0
DateMar 2021
Total AUM$6.9B
Discretionary$3.3B
Non-Disc.$3.6B
Employees29
Clients0
DateJun 2020
Total AUM$6.3B
Discretionary$3.1B
Non-Disc.$3.2B
Employees28
Clients0
DateMay 2020
Total AUM$6.3B
Discretionary$3.1B
Non-Disc.$3.2B
Employees28
Clients0
DateMar 2020
Total AUM$6.3B
Discretionary$3.1B
Non-Disc.$3.2B
Employees28
Clients0
DateMar 2019
Total AUM$5.8B
Discretionary$3.2B
Non-Disc.$2.7B
Employees24
Clients0
DateSep 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$3B
Employees23
Clients0
DateMar 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$3B
Employees23
Clients0
DateMar 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$3B
Employees23
Clients0
DateAug 2017
Total AUM$4.2B
Discretionary$2.1B
Non-Disc.$2.2B
Employees22
Clients26
DateMar 2017
Total AUM$4.2B
Discretionary$2.1B
Non-Disc.$2.2B
Employees22
Clients26
DateDec 2016
Total AUM$4.4B
Discretionary$2.1B
Non-Disc.$2.3B
Employees22
Clients100
DateOct 2016
Total AUM$4.4B
Discretionary$2.1B
Non-Disc.$2.3B
Employees22
Clients100
DateAug 2016
Total AUM$4.4B
Discretionary$2.1B
Non-Disc.$2.3B
Employees22
Clients100
DateAug 2016
Total AUM$4.4B
Discretionary$2.1B
Non-Disc.$2.3B
Employees22
Clients100
DateJul 2016
Total AUM$4.4B
Discretionary$2.1B
Non-Disc.$2.3B
Employees22
Clients100
DateMar 2016
Total AUM$4.4B
Discretionary$2.1B
Non-Disc.$2.3B
Employees22
Clients100
DateMar 2015
Total AUM$4.5B
Discretionary$2.2B
Non-Disc.$2.4B
Employees20
Clients100
DateApr 2014
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.8B
Employees18
Clients100
DateMar 2014
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.8B
Employees18
Clients100
DateSep 2013
Total AUM$4B
Discretionary$2.4B
Non-Disc.$1.6B
Employees17
Clients108
DateSep 2013
Total AUM$4B
Discretionary$2.4B
Non-Disc.$1.6B
Employees17
Clients108
DateMar 2013
Total AUM$4B
Discretionary$2.4B
Non-Disc.$1.6B
Employees17
Clients108
DateApr 2012
Total AUM$3.8B
Discretionary$2.3B
Non-Disc.$1.5B
Employees11
Clients118
DateMar 2012
Total AUM$3.8B
Discretionary$2.3B
Non-Disc.$1.5B
Employees11
Clients118
DateAug 2011
Total AUM$3.3B
Discretionary$1.6B
Non-Disc.$1.7B
Employees--
Clients--
DateMar 2011
Total AUM$3.3B
Discretionary$1.6B
Non-Disc.$1.7B
Employees--
Clients--
DateSep 2010
Total AUM$2.5B
Discretionary$977.4M
Non-Disc.$1.5B
Employees--
Clients--
DateMay 2010
Total AUM$2.5B
Discretionary$977.4M
Non-Disc.$1.5B
Employees--
Clients--
DateMar 2008
Total AUM$2.2B
Discretionary$952.3M
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2008
Total AUM$2B
Discretionary$876.3M
Non-Disc.$1.1B
Employees--
Clients--
DateAug 2007
Total AUM$2B
Discretionary$876.3M
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2007
Total AUM$2B
Discretionary$876.3M
Non-Disc.$1.1B
Employees--
Clients--
DateNov 2006
Total AUM$1.2B
Discretionary$686.7M
Non-Disc.$487.2M
Employees--
Clients--
DateMar 2006
Total AUM$1.2B
Discretionary$686.7M
Non-Disc.$487.2M
Employees--
Clients--
DateFeb 2006
Total AUM$1.2B
Discretionary$686.7M
Non-Disc.$487.2M
Employees--
Clients--