RANKINGS EXPLAINED
Cornerstone is proud to be named in the following national publications:
2023 PENSIONS & INVESTMENTS BEST PLACES TO WORK IN MONEY MANAGEMENT
Cornerstone Advisors Asset Management was named to the 2023 Pensions & Investments Best Places to Work in Money Management, in the category of asset managers with 20 to 49 employees for the year as of December 2023. The Best Places to Work Award is managed by Best Companies Group (BCG). Pensions & Investments (P&I), owned by Crain Communications Inc., is a global news source for the money management industry. No fee is charged to participate; however, Crain Communications is compensated by Cornerstone for advertising and licensing fees.
To see the complete list, please visit www.pionline.com/BPTW2023
2024 BARRON’S TOP INSTITUTIONAL CONSULTING TEAMS
Cornerstone Advisors Asset Management was named to the Barron’s Top Institutional Consulting Teams in April 2024 for the calendar year 2023. The Top Institutional Consulting Teams ranking is compiled by Barron’s, a Dow Jones Company. Advisors who wish to be listed complete a comprehensive questionnaire about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: assets, revenue, and quality of practice. No fee is charged to participate; however, Dow Jones is compensated by Cornerstone for advertising and licensing fees.
To see the complete list, please visit https://www.barrons.com/advisor/report/top-financial-advisors/institutional?page=6
2024 NAPA TOP DC ADVISOR TEAMS
Cornerstone Advisors Asset Management was named to the 2024 NAPA Top DC Advisor Teams list for the previous calendar year. To be considered, NAPA member firms had to submit responses to an application form, including information about their practices, notably their defined contribution assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate, and NAPA is not compensated directly or indirectly in connection with using the rating.
To see the complete list, please visit https://www.napa-net.org/napa-top-dc-advisor-teams-2024
2024 FINANCIAL ADVISOR RIA RANKING
Cornerstone Advisors Asset Management was named to Financial Advisor’s 2024 RIA ranking in the asset category of $1 billion and over in assets under management in July 2024 for the previous calendar year. The ranking is compiled by Financial Advisor (FA) Magazine. Only firms with SEC-reported AUM exceeding $500 million as of December 31, 2023, are included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $500 million are included in the expanded online RIA survey. No fee is charged to participate; however, FA is compensated by Cornerstone for advertising and licensing fees.
To see the complete list, please visit: https://www.fa-mag.com/news/2024-ria-survey-and-ranking-rias-confront-their-own-success-78697.html?section=133
These ratings are not indicative of Cornerstone’s future performance. These awards or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if they hire Cornerstone, nor should it be construed as a current or past endorsement by any of our clients.
