Fee-only adviser · Alpharetta, GA
Cornerstone Investment Advisors, Inc.
Cornerstone Investment Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of Georgia, with a mailing address in Alpharetta, Georgia (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 17, 2026, it reports $63M in regulatory assets under management, 61 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Georgia |
|---|---|
| Firm CRD number | 125611 |
| Office | Alpharetta, GA (mailing address; office not published) |
| Phone | (678) 459-2500 |
| Website | www.cornerstoneinvestmentadvisors.com |
| Regulatory assets under management | $63M |
| Individual clients | 28 non-high-net-worth, 33 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Alpharetta
- Mpwm Advisory Solutions LLC $327M
- Forthright Wealth Management, LLC $773M
- Incompass Financial Partners, LLC $192M
- ELM3 Financial Group, LLC $189M
- Wealth Science Advisors LLC $559M
- Tandemgrowth Financial Advisors, LLC $297M
See all 22 fee-only advisers in Alpharetta →
Nearby
- Roswell 6 firms
- Milton 5 firms
- Peachtree Corners 1 firm
- Dunwoody 1 firm
- Johns Creek 4 firms
- Woodstock 6 firms
- Sandy Springs 3 firms
- Duluth 10 firms
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