Fee-OnlyFinder

Cornerstone Investment Services

Financial planning in Providence, RI

State registeredNo commissions reported

Call (401) 453-5550Send a messageMap ↗

Public-record details

Address
245 Waterman Street, Suite 504a, Providence, RI 02906
Phone
(401) 453-5550
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name
Cornerstone Investment Services LLC
CRD number
129164
Registration
State registered: FL, MA, ME, RI, TX
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$62.5 million
Accounts managed
191
Clients reported (Form ADV 5.D)
82
Individual / high-net-worth clients
60 / 18
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-18

State registered (FL, MA, ME…) investment adviser, CRD 129164, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Providence

Barrett & Company42 Weybosset Street · Providence, RI 02903 · (401) 351-1000 · Financial planningCRD 1175 · % of assets · $529.7 million AUMSEC registeredNo commissions reportedBrown, Lisle/cummings, INC56 Exchange Terrace, Suite 300 · Providence, RI 02903 · (401) 421-8900 · Financial planningCRD 1331 · % of assets, Fixed fees · $487.3 million AUMSEC registeredNo commissions reportedCanton Hathaway LLCOne West Exchange Street, Suite 3202 · Providence, RI 02903 · (401) 433-7800 · Flat / fixed feesCRD 297527 · % of assets, Fixed fees · $866.1 million AUMSEC registeredNo commissions reportedCharles J. Means & CO., LLC344 Wickenden Street · Providence, RI 02903 · (401) 282-6600 · Flat / fixed feesCRD 120178 · % of assets, Fixed fees · $91.3 million AUMState registeredNo commissions reportedEliot Rose Wealth Management, LLC10 Dorance Street, Suite 700 · Providence, RI 02903 · (401) 588-5102 · Financial planningCRD 120465 · % of assets, Fixed fees · $186.3 million AUMSEC registeredNo commissions reportedLodestar Wealth, LLC225 Dyer Street · Providence, RI 02903 · (617) 386-2055 · Financial planningCRD 308028 · % of assets, Hourly charges, Fixed fees · $33.6 million AUMState registeredNo commissions reportedNewman Dignan & Sheerar, INC260 West Exchange Street, Suite 302 · Providence, RI 02903 · (401) 351-4010 · Financial planningCRD 107565 · % of assets, Hourly charges, Fixed fees · $731.3 million AUMSEC registeredNo commissions reportedParsons Capital Management INC40 Westminster Street, Ste 400 · Providence, RI 02903 · (401) 521-2440 · Financial planningCRD 106295 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reported

All 17 in Providence →