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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-15-2012
- Office Locations
- 46
Office Locations
About Cornerstone Wealth Management, LLC
Cornerstone Wealth Management is an independent, comprehensive advisory firm serving individuals and families. Its nationwide network of 100+ advisors—supported by Cornerstone and LPL Financial—delivers personalized planning across retirement, cash flow/budgeting, tax minimization, college funding, charitable giving, insurance, and estate needs. Investment work is product-agnostic and often implemented with ETFs and mutual funds.
Reported data analysis
What the numbers show
Between October 22, 2025 and May 4, 2026, reported AUM increased 20.9%, from $4.1B to $4.9B.
Across 5 reported observations, AUM increased 63.5% between November 29, 2022 and May 4, 2026, from $3.0B to $4.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 102 advisory representatives and 12,695 clients, or 124.5 clients per representative. That equates to $388.7K in reported AUM per client.
The profile lists 46 reported office locations and 14 years in operation. The source data was last updated on May 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cornerstone Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH MICHAEL KEIFER
Managing Member
- CRD
- #1964546
- Ownership
- 25% but less than 50%
PATRICK JOHN LODES
Financial Advisor
- CRD
- #4695127
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
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Eric Xavier Anderhub
--
- CRD
- #3025049
CHRISTOPHER SCOTT ANDERSON
--
- CRD
- #5500617
Showing 2 of 95 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,934,013,239 | $239,492 |
| Non-Discretionary | $0 | -- |
| Total | $4,934,013,239 | $239,492 |
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Separately Managed Accounts
SMA allocation detail is available
Cornerstone Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cornerstone Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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