CRD: 124947
Cornerstone Wealth Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-20-2003
- Office Locations
- 1
Office Locations
About Cornerstone Wealth Advisors, Inc.
Cornerstone Wealth Advisors is an Edina, MN RIA providing comprehensive financial planning and retirement-income guidance for individuals and families, including retirees and entrepreneurs. The team builds diversified portfolios using mutual funds and ETFs, with asset-allocation work across fixed income and real estate as appropriate. Its retirement withdrawal-rate research has been featured in Money Magazine and The Wall Street Journal, and it custodies client assets at Charles Schwab.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREA NORINE EATON
Advisor, PRINCIPAL
- CRD
- #6297366
- Ownership
- 50% but less than 75%
JONATHAN TODD GUYTON
Chief Compliance Officer, FINANCIAL PLANNER, PRINCIPAL
- CRD
- #1442139
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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CORESA JEAN CASS
Financial Planner
- CRD
- #7347888
Sara Elizabeth Kantor
Certified Financial Planner
- CRD
- #6895196
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $587,540,426 | $406,884 |
| Non-Discretionary | $21,117,303 | $603,352 |
| Total | $608,657,729 | $411,533 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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