Bank / Wealth / TrustRIA · CRD 115122SEC-Registered

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Cornerstone Professional Advisor Services

Cornerstone Professional Advisor Services is an SEC-registered investment adviser in Garden City, NY, since 2002. The firm manages $110 million in assets, $99...

Cornerstone Professional Advisor Services logo

Cornerstone Professional Advisor Services

Cornerstone Professional Advisor Services is an SEC-registered investment adviser in Garden City, NY, since 2002. The firm manages $110 million in assets, $99 million on a discretionary basis. It has 14 employees and 3 investment advisers.

General information

Firm type

Wealth Manager

Year founded

2002

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Garden City

Corporate office

Garden City, United States

Frequently asked questions

What is Cornerstone Professional Advisor Services?

Cornerstone Professional Advisor Services is a wealth manager headquartered in Garden City, United States.

When was Cornerstone Professional Advisor Services founded?

Cornerstone Professional Advisor Services was founded in 2002.

Where is Cornerstone Professional Advisor Services headquartered?

Cornerstone Professional Advisor Services is headquartered in Garden City, United States, in the North America region.

What is Cornerstone Professional Advisor Services's assets under management?

Cornerstone Professional Advisor Services reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Cornerstone Professional Advisor Services?

Altss maintains an OSINT-verified profile of Cornerstone Professional Advisor Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Cornerstone Professional Advisor Services's website?

Cornerstone Professional Advisor Services's public website is www.cpasllc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Cornerstone Professional Advisor Services?

Cornerstone Professional Advisor Services is classified by Altss as a Wealth Manager, operating from United States within the North America region.

How does Altss source intelligence on Cornerstone Professional Advisor Services?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Cornerstone Professional Advisor Services's Altss profile last updated?

Cornerstone Professional Advisor Services's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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