Cornerstone Investment Advisors, LLC

Cornerstone Investment Advisors, LLC (CRD# 116447) is a financial advisory firm headquartered in Boulder, CO. They manage $142,698,963 in 415 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $343,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, CO

Financial Advisors at Cornerstone Investment Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Dennis E. Channer
CRD#: 1644005
1728 Sixteenth Street, Suite #201, Boulder, CO 80302
96
Wealthminder
score

Dennis Channer (CRD# 1644005) is an Investment Advisor Representative working at Cornerstone Investment Advisors, LLC in Boulder, CO and has over 26 years of experience in the finance industry. Dennis Channer 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.

2
David Darmour
CRD#: 2382704
1728 Sixteenth Street, Suite #201, Boulder, CO 80302
96
Wealthminder
score

David Darmour (CRD# 2382704) is an Investment Advisor Representative working at Cornerstone Investment Advisors, LLC in Boulder, CO and has over 23 years of experience in the finance industry. David Darmour 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
Jane W. Engel
CRD#: 4289130
1728 Sixteenth Street, Suite 201, Boulder, CO 80302
96
Wealthminder
score

Jane Engel (CRD# 4289130) is an Investment Advisor Representative working at Cornerstone Investment Advisors, LLC in Boulder, CO and has over 16 years of experience in the finance industry. Jane Engel 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
Russ C. Rauhauser
CRD#: 5211982
1728 Sixteenth Street, Suite 201, Boulder, CO 80302
90
Wealthminder
score

Russ Rauhauser (CRD# 5211982) is an Investment Advisor Representative working at Cornerstone Investment Advisors, LLC in Boulder, CO and has 1 year of experience in the finance industry. Russ Rauhauser 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.

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