Cornerstone Professional Advisor Services, Llc
- Regulatory AUM
- $110M
- Discretionary
- $99.4M
- Clients
- 366
- Avg AUM / client
- $301K
- Accounts
- 456
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 326 | $48.5M | 44.0% |
| High net worth individuals | 26 | $50.9M | 46.2% |
| Pension and profit sharing plans | 14 | $10.9M | 9.84% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alfonso George Figliolia | Member | Feb 2001 (26y) | 50% – 75% | |
| Steven Madonna | Member | Feb 2001 (26y) | 50% – 75% | |
| Solano, Steve, Nmn | Cco | Jun 2017 (9y) | Less than 5% | |
| Michael Steven Welger | Registered representative | Apr 2015 (11y) | ||
| Holly Ann Lundberg | Registered representative | Chartered Financial Consultant | Jan 2023 (4y) | |
| Wilkins Henry Montgomery | Registered representative | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SELECTION OF OTHER ADVISORS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- SEI Private Trust $99.4M (90% of AUM) Mar 2026
- TD Ameritrade $72.1M (76% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗