Cornerstone Wealth Advisors, Inc.
- Regulatory AUM
- $609M
- Discretionary
- $588M
- Clients
- 337
- Avg AUM / client
- $1.8M
- Accounts
- 1,479
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 163 | $100M | 16.5% |
| High net worth individuals | 173 | $501M | 82.3% |
| Charitable organizations | 1 | $7.3M | 1.19% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Todd Guyton | Principal And Chief Compliance Officer | CFP | Feb 2003 (24y) | 25% – 50% |
| Andrea Norine Eaton | Principal | CFP | Feb 2014 (13y) | 50% – 75% |
| Sara Elizabeth Kantor | Registered representative | CFP | Dec 2017 (9y) | |
| Coresa Jean Cass | Registered representative | CFP | Mar 2021 (5y) | |
| Olivia Ann Plagge | Registered representative | CFP | Aug 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $602M (99% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗