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| Keyboard |
| CornerStone Professional Advisor Services LLC
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|---|---|
| CRD # | 115122 |
| SEC # | 801-61925 |
| CIK # | |
| AUM | 110.3 M (2026-03-19) |
| Employees | 14 (21% Investors, 7% Brokers) |
| Phone | 516-408-1160 |
| Address | 9 Endo Blvd Garden City, NY 11530 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 48.5 |
| (b) Individuals (high net worth individuals) | 26 | 50.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 10.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 110.3 |
| By Discretionary | ||
| Discretionary | 442 | 99.4 |
| Non-Discretionary | 14 | 10.9 |
| Total | 456 | 110.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.3 | |
| Total | 456 | 110.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mussett Wealth Management LLC
✚
|
NY | 110.4 M |
|
Midway Capital Research & Management LLC
✚
|
IL | 110.4 M |
|
Quint Wealth Management Inc
✚
|
NY | 110.4 M |
|
Wolfstone Wealth LLC
✚
|
110.3 M | |
|
RJJ Pasadena Securities Inc
✚
|
NV | 110.3 M |
|
CFG Wealth Management Services Inc
✚
|
IN | 110.2 M |
|
Pacific Financial Advisors Inc
✚
|
WA | 110.2 M |
|
Servatus Capital LLC
✚
|
FL | 110.1 M |
|
Bentham Wealth Advisors Inc
✚
|
NY | 110.1 M |
|
Lockerman Financial Group Inc
✚
|
CA | 110.1 M |