Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$276,933,985
Total clients
58
29% high-net worth
Total advisors
5
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
12
Average account size
$4,774,724
Cornerstone Advisors LLC provides discretionary portfolio management, pension consulting, and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm, formed in January 2023 and owned by Cornerstone Financial Network, LLC, reports several hundred million dollars in assets under management while serving a relatively small number of client relationships.
Cornerstone documents client objectives in individualized Investment Policy Statements and combines multiple analytical methods—fundamental, quantitative, technical/charting, cyclical analysis, and modern portfolio theory—to implement tailored strategies. The firm uses both long‑ and short‑term trading and may employ margin, short sales, and options, typically operating with discretionary trading authority.
Operationally, Cornerstone requires clients to custody assets with specified custodians (including Schwab Institutional, Betterment Securities, Interactive Brokers, and Altruist) and discloses that it does not aggregate or block trades across multiple client accounts. The brochure also discloses that multiple supervised persons maintain insurance licenses and other outside business activities, which the firm acknowledges and monitors as potential conflicts of interest.
2.00%
$150 to $250 per hour for financial planning services.
Account minimum: No account minimum for any of CAL’s services
Cornerstone Advisors LLC
4201 Shiloh Dr, Suite 1600
Fayetteville AR 72703, United States
Number of offices
2
Arkansas · Georgia · Louisiana · Oklahoma · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 65, Series 66
Conway, AR
Cornerstone Advisors LLC
Series 65
Fayetteville, AR
Cornerstone Advisors LLC
Series 63, Series 65
Fayetteville, AR
Cornerstone Advisors LLC
ChFC®, Series 63
Fayetteville, AR
Cornerstone Advisors LLC
ChFC®, Series 63
Fayetteville, AR
Cornerstone Advisors LLC
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