Cornerstone Advisors Inc.

Cornerstone Advisors Inc. (CRD# 110908) is a financial advisory firm headquartered in Bellevue, WA. They manage $3,331,448,195 in 4,141 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,331
    MILLION
  • Total Number of Accounts
    4,141
    ACCOUNTS
  • Average Account Value
    $804,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, FL, NY, OR, TX, WA

Financial Advisors at Cornerstone Advisors Inc.
Showing 1 - 10 of 39 top financial advisors.
1
Joshua R. Betts
CRD#: 5174698
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004
96
Wealthminder
score

Joshua Betts (CRD# 5174698) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 10 years of experience in the finance industry.

2
Bryan G. Digel
CRD#: 2373693
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004
96
Wealthminder
score

Bryan Digel (CRD# 2373693) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 24 years of experience in the finance industry. Bryan Digel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Douglas P. Haack
CRD#: 2068732
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004
96
Wealthminder
score

Douglas Haack (CRD# 2068732) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 23 years of experience in the finance industry. Douglas Haack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Patrick D. Haugh
CRD#: 4802130
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004
96
Wealthminder
score

Patrick Haugh (CRD# 4802130) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 13 years of experience in the finance industry. Patrick Haugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Scott D. Hedgcock
CRD#: 5202709
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004
96
Wealthminder
score

Scott Hedgcock (CRD# 5202709) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 11 years of experience in the finance industry. Scott Hedgcock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael D. Martin
CRD#: 5795908
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004
96
Wealthminder
score

Michael Martin (CRD# 5795908) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 7 years of experience in the finance industry. Michael Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Linda C. Olson
CRD#: 1163154
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004
96
Wealthminder
score

Linda Olson (CRD# 1163154) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 34 years of experience in the finance industry.

8
Rachel D. Alleman
CRD#: 5470366
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004
93
Wealthminder
score

Rachel Alleman (CRD# 5470366) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 10 years of experience in the finance industry.

9
Kimberly A. Doolittle
CRD#: 5515663
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004
93
Wealthminder
score

Kimberly Doolittle (CRD# 5515663) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 9 years of experience in the finance industry.

10
James S. Dowling
CRD#: 3004250
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004
93
Wealthminder
score

James Dowling (CRD# 3004250) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 20 years of experience in the finance industry.

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