Cornerstone Advisors

Bethlehem, United States
Investment consulting is provided for institutions and wealthy families.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 11 Brand Intelligence

About Cornerstone Advisors

Cornerstone Advisors is a company based in Bethlehem (United States). It operates as a Professional Services. Cornerstone Advisors offers products and services including Institutional Consulting and Individual Advice. Cornerstone Advisors operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.

  • Headquarter Bethlehem, United States
  • Sectors
    Financial Services
  • Phone
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  • Website
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  • Social
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  • Legal Name Cornerstone Advisors Asset Management, Llc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
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  • Employee Count
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Products & Services of Cornerstone Advisors

Cornerstone Advisors offers a comprehensive portfolio of products and services, including Institutional Consulting and Individual Advice.

Product name locked
Category locked
Primary

Investment consulting is provided for institutional asset management.

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Personalized financial advice is offered to wealthy individuals.

People of Cornerstone Advisors

Headcount 10-50
Employee Profiles 8
Employee Profiles
People
Kevin Karpuk
President At Cornerstone Advisors Asset Management, LLC
People
Thomas Scalici
Chief Executive Officer
People
Trevor Reid, CFA
Chief Investment Officer
People
Avery Coleman
Investment Analyst

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Funding Insights of Cornerstone Advisors

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Detailed funding history for Cornerstone Advisors

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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  • Funding amounts
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Verified entity values are shown only after access is granted.

Investments & Acquisitions by Cornerstone Advisors

Investments
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Investment portfolio details for Cornerstone Advisors

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  • Transaction dates
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Financial Statements - Cornerstone Advisors

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Detailed financials for Cornerstone Advisors

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Cornerstone Advisors Comparisons

Cornerstone Advisors Primary company
Description
Investment consulting is provided for institutions and wealt...
Location
Bethlehem, United States
Founded Year
-
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Cornerstone Advisors

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Competitors of Cornerstone Advisors

Cornerstone Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.

Company Name Domain Founded year HQ Location Description
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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A full-service stockbroker offering diverse investment options in India.
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M&A advisory, capital markets, and wealth management services are offered.
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Detailed competitors of Cornerstone Advisors

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Latest news on Cornerstone Advisors

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Complete news archive for Cornerstone Advisors

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Frequently Asked Questions about Cornerstone Advisors

Cornerstone Advisors is headquartered in Bethlehem, United States.

Investment consulting and advisory services are offered by Cornerstone Advisors to institutions and wealthy families. Assets are managed and preserved for long-term growth. The focus is placed on institutional consulting for large organizations and personalized advice for individuals. Recognition is received nationally for excellence in money management and institutional consulting.

Cornerstone Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.

Cornerstone Advisors offers Institutional Consulting and Individual Advice.

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