Midlothian, VA Office

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.