Washington, MO High St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cornerstone Wealth Management, LLC
Multi-team
Firm-wide stats for Cornerstone Wealth Management, LLC
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.
Based on Cornerstone Wealth Management, LLC
Location
1451 High St, Suite 215
Washington MO 63090
Advisors at this office
2
Advisors at this office
Jordan F
CFP®, Series 63, Series 65
Washington, MO
Cornerstone Wealth Management, LLC
Jordan Faerber is a CFP® with nine years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC. He has worked at Cornerstone and its affiliated entities since 2020 and previously held roles at LPL Financial, RubinBrown Advisors LLC, and Biermann Straatmann P.C. He also owns Faerber Tax Services, a tax preparation and accounting business. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a tailored investment approach combining fundamental, quantitative, and qualitative analysis, and offers ERISA-compliant retirement consulting along with multiple LPL-sponsored advisory programs.
Matthew R
Series 63, Series 66
Washington, MO
Cornerstone Wealth Management, LLC
Matthew Rufkahr 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 been with Cornerstone Wealth Management since 2015, having also worked at LPL Financial since 2002. Cornerstone Wealth Management serves individuals, including high-net-worth clients, trusts and 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, wrap-fee programs, and LPL-sponsored platforms, emphasizing tailored investment advice through continuous account supervision and a mix of fundamental, quantitative, and qualitative analysis.
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