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
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 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. 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 15 years of experience in the finance industry.

3
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 21 years of experience in the finance industry.

4
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 2 years of experience in the finance industry.

5
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 15 years of experience in the finance industry.

6
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 32 years of experience in the finance industry.

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