A complete list of active advisors currently associated with Cornerstone Wealth Management

Warmer can help you find a great advisor at Cornerstone Wealth Management or one who fits your needs even better.

Cornerstone Wealth Management provides investment management and financial planning to individuals (including high-net-worth clients), corporations, trusts, estates, and qualified retirement plans. As of December 31, 2025 the firm reported managing $620,608,534 on a discretionary basis, $8,060,957 on a non‑discretionary basis, and advising on $12,267,378 of held-away assets across roughly 1,173 accounts for 463 clients. The firm constructs diversified portfolios using exchange-listed and over‑the‑counter equities, mutual funds, ETFs, options, fixed income, and, where appropriate, interests in private partnerships or corporate debt, and may allocate portions of client assets to Independent Managers. Portfolio managers review accounts at least quarterly and state a typical investment horizon of 12–24 months to balance tax considerations and trading costs while permitting shorter-term sales when fundamentals or technicals change. Cornerstone is notable for operating a relatively large advisory business with a five‑advisor team and for using a third‑party platform to exercise discretionary rebalancing on held‑away defined contribution participant accounts while avoiding custody. The firm also discloses the use of more complex strategies — including option writing, short selling, leverage, and buffered ETFs — and manages side‑by‑side block trades between client and personal accounts with pro rata allocation, subject to its Code of Ethics and supervisory controls.

To learn more about the advisors currently working at Cornerstone Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.