Cornerstone Wealth Advisors, Inc.

Cornerstone Wealth Advisors, Inc. (CRD# 124947) is a financial advisory firm headquartered in Edina, MN. They manage $445,409,622 in 1,410 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
5201 Eden Avenue South, Suite 135, Edina, MN 55436
https://www.cornerstonewealthadvisors.com
By the Numbers
  • Total Assets Under Management
    445
    MILLION
  • Total Number of Accounts
    1,410
    ACCOUNTS
  • Average Account Value
    $315,893
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MN, NM, TX, WI

Financial Advisors at Cornerstone Wealth Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Andrea Eaton, financial advisor Edina MN
Andrea N. Eaton
CRD#: 6297366
5201 Eden Avenue South, Suite 135, Edina, MN 55436

Andrea Eaton (CRD# 6297366) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Edina, MN and has 1 year of experience in the finance industry.

2
Jonathan Guyton, financial advisor Edina MN
Jonathan T. Guyton
CRD#: 1442139
5201 Eden Avenue South, Suite 135, Edina, MN 55436

Jonathan Guyton (CRD# 1442139) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Edina, MN and has over 33 years of experience in the finance industry.

3
Sara Kantor, financial advisor Edina MN
Sara E. Kantor
CRD#: 6895196
5201 Eden Avenue South, 135 Grandview Square, Edina, MN 55436

Sara Kantor (CRD# 6895196) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Edina, MN and has 1 year of experience in the finance industry.

4
Coresa Cass, financial advisor Edina MN
Coresa J. Cass
CRD#: 7347888
5201 Eden Avenue South, Suite 135, Edina, MN 55436

Coresa Cass (CRD# 7347888) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Edina, MN and has 1 year of experience in the finance industry.

5
Olivia Flynn, financial advisor Edina MN
Olivia A. Flynn
CRD#: 7792139
5201 Eden Avenue South, Suite 135, Edina, MN 55436

Olivia Flynn (CRD# 7792139) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Edina, MN and has 1 year 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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