# Cornerstone Wealth Advisors

Cornerstone Wealth Advisors is a Bank / Wealth / Trust based in Edina, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Edina, United States
- **Region:** North America
- **Address:** Edina, MN, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** cornerstonewealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/cornerstonewealthadvisors

## Regulatory record

- **CRD number:** 124947
- **SEC file number:** 801-61799
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124947

## About

Founded in 2003, Cornerstone Wealth Advisors set up as a registered investment advisor in Edina, Minnesota. The firm structures its practice around investment management and financial planning for a client base that spans individuals, high-net-worth households, trusts, and charitable entities. Public record confirms a suburban Minneapolis footprint with no additional offices listed. The firm's regulatory filings indicate a dual offering of discretionary investment management and broader financial planning services. Without published strategy documents or publicly named portfolio holdings, the deployment pattern defaults to what is standard for an RIA of its vintage in the upper Midwest: model-driven or individually managed equity and fixed-income portfolios, often supplemented by insurance and estate-planning coordination. Cornerstone does not publish total assets under management, headcount, or a named investment committee. The absence of a public-facing team page or LinkedIn presence limits visibility into its organizational scale. The firm has not announced fund launches, acquisitions, or partnership changes in the regulatory or trade press over the last two years, operating instead as a quiet, relationship-driven practice typical of suburban wealth managers that grow through professional referrals rather than brand marketing. The structural differentiator is the firm's longevity in a market — Edina and the broader Twin Cities — where trust-based advisory relationships often span decades. Cornerstone's business model reflects the classic independent RIA architecture: principal-owned, unaffiliated with a bank or wirehouse, positioned to outlast the founding generation through client continuity rather than institutional scale.

## Related profiles

- [Cornerstone Financial Planning](https://altss.com/profile/cornerstone-financial-planning)
- [Cornerstone Wealth Management](https://altss.com/profile/cornerstone-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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