Cornerstone Wealth Management, LLC logo

Cornerstone Wealth Management, LLC

Updated today

Client AUM

$4,810,324,897

Clients

12,454

Advisors

90

across 44 offices

About

Cornerstone Wealth Management serves a broad mix of individuals, high-net-worth clients, corporations, retirement plans and other advisers with asset management, financial planning, retirement consulting and third‑party manager referrals. The firm reports $4.93 billion in discretionary assets under management as of 12/31/2025 and supports 12,454 clients through a team of 93 advisors and multiple operating DBAs.

The firm emphasizes continuous, tailored account supervision and uses a mix of fundamental, quantitative and qualitative analysis across individual securities, mutual funds, ETFs and fixed‑income strategies, with periodic rebalancing and at least annual account reviews. Cornerstone also delivers advice through several LPL‑sponsored advisory programs (GWP, MAS, OMP, PWP, MWP), offers ERISA‑compliant retirement plan consulting and may serve in discretionary or non‑discretionary capacities depending on client agreements.

Noteworthy features in the brochure include a relatively large client base per advisor — about 134 clients per advisor based on reported figures — and an operational model that leverages multiple DBAs (for example, Triada Advisors, Stone 8 Wealth Management, Vine Wealth Management) and LPL platform services to scale. The firm discloses that many representatives are dually registered with LPL, may receive transition assistance and insurance or trust‑referral compensation (e.g., referrals to Visible National Trust and insurance commissions), arrangements the brochure identifies as potential conflicts of interest and that the firm seeks to manage through disclosures and policies.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Lpl sponsored advisory programs; investment management & research subscription licensing

Expertise

Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning flat fees $500 to $5,000; pension consulting flat fees $750 to $10,000

Percentage

$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%

Commissions

Certain representatives earn commissions as registered representatives of LPL for sale of securities/products outside advisory accounts

Project-based

Up to $400/hour for financial planning and consulting; $250/hour for retirement consulting and management

Other

Account minimum: $5,000 Fee-only: Hourly rate up to $400 for financial advisors; flat fees range from $500 to $5,000 for financial planning; hourly fee $250 for retirement consulting; flat fees range from $750 to $10,000 for ongoing pension consulting

Main office

See office

13358 Manchester Rd

Des Peres MO 63131

Advisors at this office

21

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Also doing business as

Anderson Investments, LLC · Aspire Wealth Management, LLC · Bell & Associates Wealth Management · Carlisle Mott Financial · Cornerstone Wealth Management Roscoe · Cornerstone Wealth Management, LLC · Dixon Incorporated · Endeavor Wealth Management, LLC · Erik Thompson Financial Strategies · Erik Thompson Financial Strategies LLC · Faithvest · Fisher Financial, LLC · Focus Wealth Management · Gateway Wealth Management, LLC · Genfinity Wealth Management · Giella Financial Services, LLC · Glasscock Financial · Hill Wealth Management, LLC · Insight Financial Solutions · Jachura Financial · Legends Financial Services Group LLC · Legends Financial Services Group, LLC · Lifetime Planning, Inc. · Milestone Investment Counsel · Mindful Wealth Management, LLC · Morse Wealth Management · Phipps Wealth Management, LLC · Rains Wealth Management · Raudenbush Financial Services · Raudenbush Financial Services, LLC · Reiss Financial Group, LLC · Rp Zeigler Investment Services · Scarborough Financial Group, LLC · Stauros Financial, LLC · Steamboat Financial Group · Stone 8 Wealth Management, LLC · Thoroughbred Financial Solutions · Triada Advisors · Vine Wealth Management · West Financial Services

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin T

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Benjamin Toben is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Cornerstone Wealth Management and associated with LPL Financial since 2016. Outside of his advisory role, Toben serves on the Board of Aldermen for the City of Manchester and has been a mayoral candidate. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a mixed investment approach combining fundamental, quantitative, and qualitative analysis, with regular account reviews and rebalancing, and offers services through multiple LPL-sponsored advisory programs.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

David K

Series 63, Series 65

St. Peters, MO

Cornerstone Wealth Management, LLC

David Kaplan is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, MO. He holds the Series 63 and Series 65 designations and has 30 years of industry experience, including prior roles at Edward Jones and LPL Financial. Outside of his advisory work, Kaplan is involved as an instructor in the St. Charles, MO School District. Cornerstone Wealth Management serves a diverse client base that includes individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a blend of fundamental, quantitative, and qualitative analyses across various investment vehicles and offers tailored account supervision through multiple advisory programs and ERISA-compliant consulting.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Eric A

Series 63, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Eric Anderhub is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been with Cornerstone Wealth Management and affiliated with LPL Financial since 2016. Outside of his advisory role, he is involved in managing a family-owned rental property. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to provide tailored investment supervision and financial planning services.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Joseph K

Series 63, Series 66

Destin, FL

Cornerstone Wealth Management, LLC

Joseph Keifer is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Cornerstone since 2012, with prior experience at LPL Financial and Edward Jones. Outside of his advisory role, Keifer serves as an advisory board member for PLM Companies, a for-profit organization. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisors with asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to tailor client portfolios, while leveraging multiple advisory platforms and LPL services.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Brooke W

Series 66

St. Peters, MO

Cornerstone Wealth Management, LLC

Brooke Wadkowski is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial LLC, Alliance CPAs LLC, and PriceWaterhouse Coopers. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and rebalancing.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Donald A

Series 63, Series 65

St. Peters, MO

Cornerstone Wealth Management, LLC

Donald Aulbert II is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012, also maintaining a relationship with LPL Financial since 2009. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand model supported by LPL platform programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Simon P

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Simon Pockrus is a financial advisor with Cornerstone Wealth Management, LLC in Springdale, AR, holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2017 before joining Cornerstone Wealth Management and LPL Financial in 2017. Outside of his advisory role, he is involved with AHK Solutions, a non-investment-related business entity. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice, continuous account supervision, and integrates in-house advisors with third-party managers and technology-driven models to support a high client load.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Timothy W

Series 63, Series 65

Chesterfield, MO

Cornerstone Wealth Management, LLC

Timothy Ward is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cornerstone Wealth Management and Legends Financial Services Group LLC since 2016 and has worked with LPL Financial since 2008. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisors, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a multi-strategy investment approach with tailored account supervision, offering services through both independent and LPL-sponsored advisory programs.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Andrew L

CFP®, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Alison H

CFP®, Series 66

Chesterfield, MO

Cornerstone Wealth Management, LLC

Alison Hadzic is a CFP® professional with six years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2017. Her prior experience includes a role at Four Seasons Wealth Management from 2014 to 2017. Outside of her advisory duties, she holds a Missouri Notary Public commission and is involved in tax preparation and accounting through Skiver Street LLC. Cornerstone Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of LPL-sponsored programs alongside advisor-led discretionary management and third-party portfolio integration.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Gabriel S

Series 63, Series 66

Cooper City, FL

Cornerstone Wealth Management, LLC

Gabriel Silva is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cornerstone since 2019, following prior roles at Independent Financial Partners and LPL Financial. Silva also manages Silva Wealth Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model supported by LPL platform programs and technology, managing a high client load across its team of 91 advisors.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Kassidy J

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Kassidy Joyner is a financial advisor at Cornerstone Wealth Management, LLC with four years of industry experience. She holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2021. Outside of her advisory work, she serves as an English instructor at Shimane University. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management and LPL-sponsored programs to deliver tailored investment advice focused on continuous account supervision and diversified asset allocation.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Charles W

Series 66

Lake Saint Louis, MO

Cornerstone Wealth Management, LLC

Charles Wray is a financial advisor with LPL Financial based in Lake St Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Northwestern Mutual and has been involved with Cornerstone Wealth Management and Vine Wealth Management, where he provides administrative support. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides various investment delivery options tailored to client needs.

Charitable giving & philanthropy Founder/Business Owner Retired
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Christopher A

Series 66

Joplin, MO

Cornerstone Wealth Management, LLC

Christopher Anderson is a financial advisor with Cornerstone Wealth Management, LLC in Joplin, MO. He holds a Series 66 designation and has 17 years of industry experience. Anderson has been with Cornerstone Wealth Management and LPL Financial since 2014. Outside of his advisory role, he is involved in managing Anderson Investments, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model with a focus on continuous account supervision, asset allocation, and a combination of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Ashley C

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Ashley Cross is a financial advisor at Cornerstone Wealth Management, LLC with a Series 66 credential and two years of industry experience. Prior to joining Cornerstone in 2024, Ashley worked at LPL Financial from 2022 and Edward Jones from 2015 to 2022. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and emphasizes tailored account supervision using a mix of fundamental, quantitative, and qualitative analysis across various investment strategies.

Charitable giving & philanthropy Founder/Business Owner Retired
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