Cornerstone Wealth Advisors, Inc.

Cornerstone Wealth Advisors, Inc. (CRD# 157771) is a financial advisory firm headquartered in Carlsbad, CA. They manage $63,000,000 in 290 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $217,241
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, TX

Financial Advisors at Cornerstone Wealth Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
B. Johnston
CRD#: 6092214
1808 Aston Ave., Carlsbad, CA 92008
96
Wealthminder
score
B. Johnston (CRD# 6092214) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 2 years of experience in the finance industry.
2
Michael W. Sellman
CRD#: 5261051
1808 Aston Avenue, Suite 150, Carlsbad, CA 92008
96
Wealthminder
score

Michael Sellman (CRD# 5261051) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 9 years of experience in the finance industry. Michael Sellman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David A. Owens
CRD#: 5467403
24681 La Plaza, No. 320, Dana Point, CA 92629
93
Wealthminder
score

David Owens (CRD# 5467403) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Dana Point, CA and has over 8 years of experience in the finance industry.

4
Daniel J. Ryska
CRD#: 5942282
1808 Aston Avenue, Suite 150, Carlsbad, CA 92008
90
Wealthminder
score

Daniel Ryska (CRD# 5942282) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 5 years of experience in the finance industry.

5
Denise A. Barrett
CRD#: 6377547
1808 Aston Avenue, Suite 150, Carlsbad, CA 92008
89
Wealthminder
score

Denise Barrett (CRD# 6377547) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 2 years of experience in the finance industry.

6
Gregory D. Butler
CRD#: 6632293
1808 Aston Avenue, Suite 150, Carlsbad, CA 92008
87
Wealthminder
score

Gregory Butler (CRD# 6632293) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has 1 year of experience in the finance industry.

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