RIA Intel›Advisers›Minnesota›CORNERSTONE WEALTH ADVISORS, INC.

CORNERSTONE WEALTH ADVISORS, INC.

Advisory

N·EDINA, MN

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$609M

1-Year AUM Growth

+15.9%

3-Year CAGR

+5.5%

Employees

8

Assets Under Management

Total AUM$609M

Discretionary AUM$588M

Non-Discretionary AUM$21M

Discretionary %96.5%

Total Clients329

Team

Total Employees8

Investment Advisers8

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record27

First FilingFeb 5, 2003

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 27 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORNERSTONE WEALTH ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.