Cornerstone Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 12, 2026, reports $609M in regulatory assets under management, 8 employees, and 1,479 accounts.
Assets Under Management
$609M
Employees
8
Offices
--
Total Clients
337
Primary office
EDINA, MN
3300 EDINBOROUGH WAY, SUITE 450, EDINA, MN, United States
Top client segmentHNWI represent 51.3% of total clients.
Top client categories% of clientsClients
1
HNWI
51.3%
173
2
Individuals
48.4%
163
3
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$609Mas of March 12, 2026
Discretionary96.5%
$588M
97% of total RAUM96.5%
Non-discretionary3.5%
$21M
3% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$609M
Total Accounts1,479
10Y AUM Change+$395M (+184.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee42:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.