Cornerstone Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
Financial planning flat fees $500 to $5,000; pension consulting flat fees $750 to $10,000
$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%
Certain representatives earn commissions as registered representatives of LPL for sale of securities/products outside advisory accounts
Up to $400/hour for financial planning and consulting; $250/hour for retirement consulting and management
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 office13358 Manchester Rd
Des Peres MO 63131
Advisors at this office
21
Offices (44)
Des Peres, MO
13358 Manchester Rd, Des Peres, MO 63131
21 advisors
St. Peters, MO 7417 Mexico Road
7417 Mexico Road Suite 104, St. Peters, MO 63376
7 advisors
Columbia, IL
1000 Eleven South Suite 3 D, Columbia, IL 62236
3 advisors
Lake Saint Louis, MO
6895 Lake St. Louis Boulevard, Lake Saint Louis, MO 63367
3 advisors
Rogers, AR
3718 S. Pinnacle Hills Parkway Suite B, Rogers, AR 72758
3 advisors
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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