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 10 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 9 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 6 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 3 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.