CORNERSTONE ADVISORY

211 Old Padonia Road
Hunt Valley, Maryland 21030
Tel: 410-468-1693

About CORNERSTONE ADVISORY

CORNERSTONE ADVISORY, formally registered with the SEC as CORNERSTONE ADVISORY. The firm was established in 07/05/2007. They have over 2 offices throughout the country.

CORNERSTONE ADVISORY is a Hunt Valley, Maryland based Financial Planning firm with nearly $1,741,867,186 assets under management, offering retirement planning & investment advisory services to 2374 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142359
SEC#	801-68058
Assets Managed by Firm	$1,741,867,186
No. of Clients	2374
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2374	$1,741,867,186
Individuals (other than high net worth individuals)	345	$90,694,042
High net worth individuals	349	$1,224,420,348
Pension and profit sharing plans	168	$69,433,665
Charitable organizations	Fewer than 5 clients	$2,106,303
Corporations or other businesses	19	$101,813,086

More Retirement Planning firms in Hunt Valley, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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