Washington, MO E. 6th Street Office

Team
Updated today
Cornerstone Wealth Management, LLC logo

Cornerstone Wealth Management, LLC

Multi-team

Firm-wide stats for Cornerstone Wealth Management, LLC

Total advisors

90

Across 44 offices

Clients per advisor

138 Very High

Avg AUM per client

$386,247 Low

HNW client ratio

28% High

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

Expertise

Charitable giving & philanthropy

Based on Cornerstone Wealth Management, LLC

Occupation focus

Founder/Business Owner Retired

Based on Cornerstone Wealth Management, LLC

Location

820 E. 6th Street

Washington MO 63090

Advisors at this office

3

Advisors at this office

user avatar

Larry B

Series 63, Series 65

Washington, MO

Cornerstone Wealth Management, LLC

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used 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 model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Blake S

Series 66

Washington, MO

Cornerstone Wealth Management, LLC

Blake Swenson is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steamboat Financial Group, LPL Financial, and Stifel Financial. Swenson also spent four years affiliated with the University of Mississippi and Westminster Christian Academy before entering the financial services industry. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis across various investment strategies, providing tailored account supervision and both discretionary and non-discretionary advisory services.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Jacob B

Series 66

Washington, MO

Cornerstone Wealth Management, LLC

Jacob Bridwell is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2022. Prior to his advisory career, he was employed at the University of Missouri and held various roles outside finance, including at Racanellies Pizza and Eureka High School. 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, wrap-fee programs, and LPL-sponsored programs, employing a multi-strategy investment approach tailored to client goals.

Charitable giving & philanthropy Founder/Business Owner Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)