Cornerstone Wealth Management, LLC logo

Cornerstone Wealth Management, LLC

Updated today

Client assets under management

$4,810,324,897

Clients

12,454

28% high-net-worth

Advisors

93

of 103 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

134

Very High

Average account size

$386,247

About

Cornerstone Wealth Management serves a broad mix of individuals, high-net-worth clients, corporations, retirement plans and other advisers with asset management, financial planning, retirement consulting and third‑party manager referrals. The firm reports $4.93 billion in discretionary assets under management as of 12/31/2025 and supports 12,454 clients through a team of 93 advisors and multiple operating DBAs.

The firm emphasizes continuous, tailored account supervision and uses a mix of fundamental, quantitative and qualitative analysis across individual securities, mutual funds, ETFs and fixed‑income strategies, with periodic rebalancing and at least annual account reviews. Cornerstone also delivers advice through several LPL‑sponsored advisory programs (GWP, MAS, OMP, PWP, MWP), offers ERISA‑compliant retirement plan consulting and may serve in discretionary or non‑discretionary capacities depending on client agreements.

Noteworthy features in the brochure include a relatively large client base per advisor — about 134 clients per advisor based on reported figures — and an operational model that leverages multiple DBAs (for example, Triada Advisors, Stone 8 Wealth Management, Vine Wealth Management) and LPL platform services to scale. The firm discloses that many representatives are dually registered with LPL, may receive transition assistance and insurance or trust‑referral compensation (e.g., referrals to Visible National Trust and insurance commissions), arrangements the brochure identifies as potential conflicts of interest and that the firm seeks to manage through disclosures and policies.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Lpl sponsored advisory programs; investment management & research subscription licensing

Expertise

Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning flat fees $500 to $5,000; pension consulting flat fees $750 to $10,000

Percentage

$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%

Commissions

Certain representatives earn commissions as registered representatives of LPL for sale of securities/products outside advisory accounts

Project-based

Up to $400/hour for financial planning and consulting; $250/hour for retirement consulting and management

Other

Account minimum: $5,000 Fee-only: Hourly rate up to $400 for financial advisors; flat fees range from $500 to $5,000 for financial planning; hourly fee $250 for retirement consulting; flat fees range from $750 to $10,000 for ongoing pension consulting

Main office location

Cornerstone Wealth Management, LLC

13358 Manchester Road, Suite 200

Des Peres MO 63131, United States

Number of offices

46

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin T

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Benjamin Toben is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2016 before joining Cornerstone Wealth Management and LPL Financial in 2016. Toben serves as a member of the Board of Aldermen for the City of Manchester, MO, and has been involved in local municipal government activities. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model leveraging LPL platform programs and technology to deliver tailored investment advice that focuses on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

David K

Series 63, Series 65

St. Peters, MO

Cornerstone Wealth Management, LLC

David Kaplan is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, MO. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Kaplan has worked at Cornerstone since 2012 and has been affiliated with LPL Financial since 2009. Outside of his advisory role, he is an instructor with the St. Charles, MO School District. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model leveraging LPL platform programs and technology to support a large client base through tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Eric A

Series 63, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Eric Anderhub is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 11 years before joining Cornerstone and LPL Financial in 2016. Outside of his advisory role, he has involvement with Anderhub Holdings, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model and a combination of advisor-led discretionary management and LPL-sponsored programs to deliver tailored investment advice emphasizing continuous account supervision and diversified asset allocation.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Joseph K

Series 63, Series 66

Destin, FL

Cornerstone Wealth Management, LLC

Joseph Keifer is a financial advisor with Cornerstone Wealth Management, LLC in Destin, FL, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Cornerstone Wealth Management since 2012 and has been associated with LPL Financial, LLC since 2005. Outside of his advisory roles, Keifer serves as an advisory board member for PLM Companies. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model supported by LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Brooke W

Series 66

St. Peters, MO

Cornerstone Wealth Management, LLC

Brooke Wadkowski is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at Alliance CPAs LLC, PriceWaterhouse Coopers, and Sundvold Financial. Wadkowski also provides administrative support to Cornerstone Wealth Management through related business activities. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment platforms to deliver tailored advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Donald A

Series 63, Series 65

St. Peters, MO

Cornerstone Wealth Management, LLC

Donald Aulbert II is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012, also maintaining a relationship with LPL Financial since 2009. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand model supported by LPL platform programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Simon P

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Simon Pockrus is a financial advisor with Cornerstone Wealth Management, LLC in Springdale, AR, holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2017 before joining Cornerstone Wealth Management and LPL Financial in 2017. Outside of his advisory role, he is involved with AHK Solutions, a non-investment-related business entity. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice, continuous account supervision, and integrates in-house advisors with third-party managers and technology-driven models to support a high client load.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Timothy W

Series 63, Series 65

Chesterfield, MO

Cornerstone Wealth Management, LLC

Timothy Ward is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cornerstone Wealth Management since 2016 and also maintains affiliations with Legends Financial Services Group LLC and LPL Financial. Ward’s background includes sales of fixed insurance and life and health products through Legends Financial Services. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model with advisor-led discretionary management and utilizes various LPL-sponsored programs and technology to support a large client base.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Andrew L

CFP®, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Andrew Lohmeyer is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm delivers tailored investment advice through advisor-led discretionary management, LPL-sponsored programs, and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to support its client base.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Alison H

CFP®, Series 66

Chesterfield, MO

Cornerstone Wealth Management, LLC

Alison Hadzic is a CFP® professional with six years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2017. Her prior experience includes a role at Four Seasons Wealth Management from 2014 to 2017. Outside of her advisory duties, she holds a Missouri Notary Public commission and is involved in tax preparation and accounting through Skiver Street LLC. Cornerstone Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of LPL-sponsored programs alongside advisor-led discretionary management and third-party portfolio integration.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Gabriel S

Series 63, Series 66

Cooper City, FL

Cornerstone Wealth Management, LLC

Gabriel Silva is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cornerstone since 2019, following prior roles at Independent Financial Partners and LPL Financial. Silva also manages Silva Wealth Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model supported by LPL platform programs and technology, managing a high client load across its team of 91 advisors.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Kassidy J

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Kassidy Joyner is a financial advisor at Cornerstone Wealth Management, LLC with four years of industry experience. She holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2021. Outside of her advisory work, she serves as an English instructor at Shimane University. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management and LPL-sponsored programs to deliver tailored investment advice focused on continuous account supervision and diversified asset allocation.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Charles W

Series 66

Lake Saint Louis, MO

Cornerstone Wealth Management, LLC

Charles Wray is a financial advisor with LPL Financial based in Lake St Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Northwestern Mutual and has been involved with Cornerstone Wealth Management and Vine Wealth Management, where he provides administrative support. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides various investment delivery options tailored to client needs.

Charitable giving & philanthropy Founder/Business Owner Retired
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Christopher A

Series 66

Joplin, MO

Cornerstone Wealth Management, LLC

Christopher Anderson is a financial advisor with Cornerstone Wealth Management, LLC in Joplin, MO. He holds a Series 66 designation and has 17 years of industry experience. Anderson has been with Cornerstone Wealth Management and LPL Financial since 2014. Outside of his advisory role, he is involved in managing Anderson Investments, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model with a focus on continuous account supervision, asset allocation, and a combination of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Ashley C

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Ashley Cross is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Cornerstone, Cross worked at LPL Financial and Edward Jones. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms, emphasizing tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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