All providers

CORNERSTONE ADVISORS ASSET MGMT

57 known aliases resolved via the canonical alias map

Market position · 2024

Plans served36Rank #443 of mapped providers
Assets under administration$2.9B0.0%Market share · rank #2636
Fees received$2MMedian $41,519/planSum across Schedule C direct + indirect
Net wins YoY+28 won · 6 lostPlan-level switch detection

See full CORNERSTONE ADVISORS ASSET MGMT analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.