The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

83. Cornerstone Capital

CNBC.com staff@CNBC
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Cornerstone Capital, based in Palo Alto, California, is ranked No. 83 on the 2024 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1.3B

Years in Business: 46

Accounts Under Management: 275

Previous appearances on FA 100 List: 0

Principals:

Brad Dinsmore, Partner

Mason Ford, Partner

Brad Branson, Partner

Contact:

cornerstone-capital.net

200 Homer Avenue, Palo Alto, CA 94301

(650) 566-9650

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