The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

36. Cornerstone Capital

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Cornerstone Capital, based in Palo Alto, California, is ranked No. 36 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.3 billion
Accounts Under Management: 275
Years in Business: 47

  • Accepts clients in all 50 states
  • Physical offices in California
  • $5 million minimum asset threshold

Leadership and Contact Information:
Brad Dinsmore, partner
Mason Ford, partner
Brad Branson, partner

cornerstone-capital.net
200 Homer Ave., Palo Alto, CA 94301
(650) 566-9650

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