Cornerstone Wealth Advisors, Inc.

Cornerstone Wealth Advisors, Inc. (CRD# 124947) is a financial advisory firm headquartered in Edina, MN. They manage $194,033,000 in 932 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    932
    ACCOUNTS
  • Average Account Value
    $208,190
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
  • 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.

MN

Financial Advisors at Cornerstone Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan T. Guyton
CRD#: 1442139
5201 Eden Avenue South, Suite 135, Edina, MN 55436
96
Wealthminder
score

Jonathan Guyton (CRD# 1442139) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Edina, MN and has over 26 years of experience in the finance industry. Jonathan Guyton 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.

2
Andrea N. Eaton
CRD#: 6297366
5201 Eden Avenue South, Suite 135, Edina, MN 55436
90
Wealthminder
score

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. Andrea Eaton 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.

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