Cornerstone Investment Partners, LLC

Cornerstone Investment Partners, LLC (CRD# 111753) is a financial advisory firm headquartered in Atlanta, GA. They manage $3,739,242,510 in 725 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,739
    MILLION
  • Total Number of Accounts
    725
    ACCOUNTS
  • Average Account Value
    $5,157,576
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AL, CA, CT, DE, FL, GA, IL, LA, MA, MD, MI, NC, NE, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WI

Financial Advisors at Cornerstone Investment Partners, LLC
Showing 1 - 10 of 14 top financial advisors.
1
David C. Maxwell
CRD#: 1796332
3438 Peachtree Rd, Ne, Atlanta, GA 30326
96
Wealthminder
score

David Maxwell (CRD# 1796332) is an Investment Advisor Representative working at Cornerstone Investment Partners, LLC in Atlanta, GA and has over 26 years of experience in the finance industry. David Maxwell 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
Gerald P. McGill
CRD#: 2430457
3438 Peachtree Road, Ne, Suite 900, Atlanta, GA 30326
96
Wealthminder
score

Gerald McGill (CRD# 2430457) is an Investment Advisor Representative working at Cornerstone Investment Partners, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

3
Dean W. Morris
CRD#: 2187176
Phipps Tower, 3438 Peachtree Road Ne, Suite 900, Atlanta, GA 30326
96
Wealthminder
score

Dean Morris (CRD# 2187176) is an Investment Advisor Representative working at Cornerstone Investment Partners, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.

4
William E. Broadway
CRD#: 5103580
3438 Peachtree Rd, Ne, Suite 900, Atlanta, GA 30326
93
Wealthminder
score

William Broadway (CRD# 5103580) is an Investment Advisor Representative working at Cornerstone Investment Partners, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

5
Todd C. Harlicka
CRD#: 2969166
3438 Peachtree Road, Ne, Suite 900, Atlanta, GA 30326
93
Wealthminder
score

Todd Harlicka (CRD# 2969166) is an Investment Advisor Representative working at Cornerstone Investment Partners, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

6
Christopher A. Reynolds
CRD#: 1383852
3438 Peachtree Rd, Ne, Suite 900, Atlanta, GA 30326
93
Wealthminder
score

Christopher Reynolds (CRD# 1383852) is an Investment Advisor Representative working at Cornerstone Investment Partners, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

7
Marjorie K. Scanlon
CRD#: 2557485
Phipps Tower, 3438 Peachtree Rd. N.e., Suite 900, Atlanta, GA 30326
93
Wealthminder
score

Marjorie Scanlon (CRD# 2557485) is an Investment Advisor Representative working at Cornerstone Investment Partners, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

8
John '. Campbell
CRD#: 1264584
Phipps Tower, 3438 Peachtree Road Ne, Suite 900, Atlanta, GA 30326
90
Wealthminder
score

John Campbell (CRD# 1264584) is an Investment Advisor Representative working at Cornerstone Investment Partners, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

9
Cameron A. Clement
CRD#: 5762360
Phipps Tower, 3438 Peachtree Road Ne, Suite 900, Atlanta, GA 30326
90
Wealthminder
score

Cameron Clement (CRD# 5762360) is an Investment Advisor Representative working at Cornerstone Investment Partners, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

10
Taylor M. Fairman
CRD#: 4833167
3438 Peachtree Rd, Ne, Suite 900, Atlanta, GA 30326
90
Wealthminder
score

Taylor Fairman (CRD# 4833167) is an Investment Advisor Representative working at Cornerstone Investment Partners, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.