Company Overview
- Website
- cornerstoneadvisors.com
- Phone
- (610) 694-0900(410) 975-9240
- Employees
- 20
- Founded in
- 1983
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$17B
Recent News & Media
Thank you endlessly to our 2024 Event Sponsors, Field Farms Marketing, Sunrise Foods International, Boyd Station LLC, and Kreamer Automotive Services. ⛳️ We are also so grateful to our other generous sponsors: Gold: Horizon Farm Credit York Ag Produ
- Jun 25, 2024
- facebook.com
George & Doris Robinson Memorial Golf Tournament
- May 18, 2023
- facebook.com
Joseph Milano - Assistant General Counsel - Penn State University
- Apr 19, 2019
- linkedin.com
Rachel Lower, CLU, ChFC - President & CEO - Cornerstone Advisors - Ensure You'll Endure
- Mar 27, 2018
- linkedin.com
Stefanie Olah - Financial Advisor - CAPTRUST
- Oct 11, 2017
- linkedin.com
Nicholas R. Salezze, AIF, CRPS - Client Success Leader - Vanguard
- Oct 20, 2016
- linkedin.com
Who is Uncommon Vigilance Cornerstone Advisors
Uncommon Vigilance Cornerstone Advisors is a boutique firm headquartered in Allentown, Pennsylvania. They employ 20 people and generate approximately $17 million in annual revenue. Uncommon Vigilance Cornerstone Advisors specializes in helping businesses endure generational transitions through three integrated services. They offer wealth planning and transfer services, designed with wealth-preservation techniques to protect client assets and prioritize future needs. The firm also provides business acceleration services, acting as a sounding board and strategic partner for clients seeking growth. Finally, they specialize in human capital development, assisting clients with leadership development and building high-performing teams. Uncommon Vigilance Cornerstone Advisors is affiliated with M Financial, a global network of select financial firms. They are one of approximately 140 firms in the United States, Canada, and the United Kingdom to hold this exclusive affiliation. For more information, visit their website at cornerstoneadvisors.com.
Company Leadership
Uncommon Vigilance Cornerstone Advisors Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 17M | 150 | New York, NY | 2008 | |
| 17M | 11 | Clearwater, FL | 2013 | |
| 17M | 20 | Tallahassee, FL | 2002 | |
| 17M | 20 | Chicago, IL | ||
| 17M | 8 | Chicago, IL | 1999 |