Cornerstone Wealth Advisors, Inc.
● SEC registered since 2003CRD 124947SEC# 801-61799Edina, MN
Reg. AUM
$608.7M
Employees
8
Accounts
1,479
Location
Edina, MN
Cornerstone Wealth Advisors, Inc. assets under management
Cornerstone Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Edina, MN. The firm has been registered since 2003. It reports $608.7 million in regulatory assets under management and employs 8 people.
Cornerstone Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Norine Eaton Control | Principal | 50-75% | 2019 |
| Jonathan Todd Guyton Control | Principal And Chief Compliance Officer | 25-50% | 2003 |
Frequently asked questions
How much does Cornerstone Wealth Advisors, Inc. manage?
Cornerstone Wealth Advisors, Inc. reports $608.7 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Wealth Advisors, Inc. have?
Cornerstone Wealth Advisors, Inc. reports 8 employees.
Where is Cornerstone Wealth Advisors, Inc. located?
Cornerstone Wealth Advisors, Inc. is based in Edina, MN and has been SEC-registered since 2003.
Does Cornerstone Wealth Advisors, Inc. disclose fund performance?
Cornerstone Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3300 Edinborough Way, Suite 450, Edina, MN 55435 |
| Phone | (952) 920-3900 |
| Fax | (952) 920-9567 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$608.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$608.7Mregulatory AUM
Discretionary $587.5MNon-discretionary $21.1M