Cornerstone Advisors

Cornerstone Advisors (CRD# 114510) is a financial advisory firm headquartered in Topeka, KS. They manage $100,356,831 in 1,003 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
6540 Sw 10th Avenue, Topeka, KS 66615
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    1,003
    ACCOUNTS
  • Average Account Value
    $100,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, KS, MO, NE, TX

Financial Advisors at Cornerstone Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Jeffrey Sorensen, financial advisor Topeka KS
Jeffrey A. Sorensen
CRD#: 5880112
6540 SW 10th Avenue, Topeka, KS 66615
95
Wealthminder
score
Jeffrey Sorensen (CRD# 5880112) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 4 years of experience in the finance industry.
2
M. Ford, financial advisor Topeka KS
M. D. Ford
CRD#: 4025484
6540 Sw 10th Ave., Topeka, KS 66615
93
Wealthminder
score

M. Ford (CRD# 4025484) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 16 years of experience in the finance industry.

3
William Gilpin, financial advisor Russell KS
William E. Gilpin
CRD#: 2615277
740 N. Main, #205, Russell, KS 67665
93
Wealthminder
score

William Gilpin (CRD# 2615277) is an Investment Advisor Representative working at Cornerstone Advisors in Russell, KS and has over 22 years of experience in the finance industry.

4
Mark Bucholtz, financial advisor Topeka KS
Mark W. Bucholtz
CRD#: 6281331
6540 Sw 10th Avenue, Topeka, KS 66615
89
Wealthminder
score

Mark Bucholtz (CRD# 6281331) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 3 years of experience in the finance industry.

5
Lawrence Hesse, financial advisor Topeka KS
Lawrence J. Hesse
CRD#: 244602
6540 Sw 10th Avenue, Topeka, KS 66615
83
Wealthminder
score

Lawrence Hesse (CRD# 244602) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 16 years of experience in the finance industry.

6
Donald Schwart, financial advisor Topeka KS
Donald G. Schwart
CRD#: 416174
6540 Sw 10th Avenue, Topeka, KS 66615
63
Wealthminder
score

Donald Schwart (CRD# 416174) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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