CORNERSTONE ADVISORS ASSET MGMT
57 known aliases resolved via the canonical alias map
Market position · 2024
Plans served37+1 YoYRank #441 of mapped providers
Assets under administration$2.8B0.0%Market share · rank #2636
Fees received$2MMedian $36,948/planSum across Schedule C direct + indirect
Net wins YoY+28 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CORNERSTONE ADVISORS ASSET MGMT plan look like?
Service mix · median fees per plan
Count of plans where CORNERSTONE ADVISORS ASSET MGMT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan); Direct payment from the planCode 27 | 17 | $54,157 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 12 | $25,892 | |
Investment management; Direct payment from the planCode 28 | 3 | $61,000 | |
Consulting fees; Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension)Code 15 | 1 | $11,704 | |
Consulting (pension); Investment management; Direct payment from the planCode 17 | 1 | $28,344 | |
Custodial (securities)Code 19 | 1 | $27,475 | |
Investment management fees paid directly by plan; Trustee (individual)Code 20 | 1 | $52,500 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of CORNERSTONE ADVISORS ASSET MGMT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CORNERSTONE ADVISORS ASSET MGMT.
| Sponsor | From | Assets |
|---|---|---|
ALLEGHENY COLLEGEPA · 250965212-001 | TIAA | $152M |
DUDEKCA · 953873865-002 | PFG | $46M |
DILLER SCOFIDIO RENFRO, LLCNY · 134180468-001 | NATIONWIDE | $18M |
KUBIK MALTBIE, INC.NJ · 205934094-001 | (new plan) | $16M |
COMMUNITY SERVICE SOCIETY OF NEW YORK 403(B) PLANNY · 135562202-002 | PRINCIPAL LIFE INSURANCE COMPANY | $15M |
ULTIMATE CARE, INC.NY · 112843538-001 | NATIONWIDE | $4M |
LINK HOMECARE, LLCNY · 821431413-001 | NATIONWIDE | $2M |
NEW VISION HOME CARE SERVICES, LLCNY · 452460065-001 | KRONICK KALADA BERDY & CO., P.C. | $82,349 |
Plans lost in 2024
Appeared last year under CORNERSTONE ADVISORS ASSET MGMT; not this year.
| Sponsor | To | Assets |
|---|---|---|
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | DIVERZIFY PRO | $830M |
D.G. YUENGLING & SON, INC.PA · 231244850-002 | KATHMERE CAPITAL MANAGEMENT | $56M |
WOHLSEN CONSTRUCTION COMPANYPA · 231542546-005 | AEGIS RETIREMENT PARTNERS | $22M |
SUSSMAN KPAPA · 202847656-001 | (new plan) | $20 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CREIGHTON UNIVERSITYNE · 470376583-002 | $684M | 4,746 | $125,000 | 10y | - |
XAVIER UNIVERSITYOH · 310537516-001 | $411M | 2,953 | $75,000 | 10y | 1 |
GOOD SHEPHERD REHABILITATION NETWORKPA · 231371947-002 | $179M | 3,398 | $82,615 | 8y | 2 |
SUSQUEHANNA UNIVERSITYPA · 231353385-001 | $159M | 1,105 | $61,000 | 10y | - |
MERAKEY USAPA · 232175924-001 | $155M | 6,564 | $36,948 | 8y | 2 |
ALLEGHENY COLLEGEPA · 250965212-001 | $152M | 1,063 | $36,250 | 4y | - |
JUNIATA COLLEGEPA · 231352652-001 | $138M | 828 | $69,991 | 8y | - |
MORAVIAN UNIVERSITYPA · 240795460-001 | $134M | 1,096 | $28,344 | 10y | - |
SAINT FRANCIS UNIVERSITYPA · 251024358-004 | $128M | 990 | $37,246 | 6y | - |
GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONSPA · 237388767-003 | $71M | 528 | $108,277 | 10y | 1 |
Flag exposure
81.1%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (57)
Raw Schedule C names collapsed into CORNERSTONE ADVISORS ASSET MGMT.
- COMERSTONE ADVISORS
- CORNERSTONE
- CORNERSTONE ADV ASSET MGMT, LLC
- CORNERSTONE ADV ASSET MGMT., INC.
- CORNERSTONE ADV. ASSET MGNT. LLC
- CORNERSTONE ADV. ASSETS MANAG., LLC
- CORNERSTONE ADVISORS
- CORNERSTONE ADVISORS ASS
- CORNERSTONE ADVISORS ASSET
- CORNERSTONE ADVISORS ASSET MAN
- CORNERSTONE ADVISORS ASSET MANAGEM
- CORNERSTONE ADVISORS ASSET MANAGEME
- CORNERSTONE ADVISORS ASSET MGMNT
- CORNERSTONE ADVISORS ASSET MGMT
- CORNERSTONE ADVISORS ASSET MGMT INC
- CORNERSTONE ADVISORS ASSET MGMT LLC
- CORNERSTONE ADVISORS ASSET MGMT, IN
- CORNERSTONE ADVISORS ASSET MGMT,LLC
- CORNERSTONE ADVISORS ASSET MGMT.
- CORNERSTONE ADVISORS ASSET MGMT., I
- CORNERSTONE ADVISORS ASSET MGT
- CORNERSTONE ADVISORS ASSET MGT LLC
- CORNERSTONE ADVISORS ASSET MGT, LLC
- CORNERSTONE ADVISORS ASSET MGT.,INC
- CORNERSTONE ADVISORS ASSETS MAN
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CORNERSTONE ADVISORS ASSET MGMT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 2.70% | 26.94% | -24.24 pp |
| Late contributions | 6 | 16.22% | 1.71% | +14.50 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 21.62% | 1.76% | +19.86 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CORNERSTONE ADVISORS ASSET MGMT. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).