Cornerstone Advisors
Cornerstone Advisors is an SEC-registered mass-market adviser in Topeka, KS with $265.1M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Cornerstone Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114510, SEC 801-110649, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $265.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Topeka, KS
- Employees
- 2
- Clients
- 470
- CRD
- 114510
- Ownership
- SCHWART, DONALD, GENE; SCHWART FINANCIAL SERVICES, INC.; FORD, M., DANYSE; BUCHOLTZ, MARK, WARREN; SORENSEN, JEFFREY, A
How much AUM does Cornerstone Advisors have?
Cornerstone Advisors reported $265.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Cornerstone Advisors?
Disclosed owners and executives of Cornerstone Advisors include SCHWART, DONALD, GENE, SCHWART FINANCIAL SERVICES, INC., FORD, M., DANYSE, BUCHOLTZ, MARK, WARREN, SORENSEN, JEFFREY, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.