Cornerstone Wealth
42yrs
Top advisor by experience at Cornerstone Wealth
Cornerstone Wealth
Huntersville, NC. Legal name: Cornerstone Wealth Group, LLC
About the firm
A registered investment advisory firm based in Huntersville, North Carolina, with about 8 offices. It manages about $2.49 billion for roughly 2,373 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees; Other fees
Typical client size ?$1.03 million
Assets under management ?$2.49 billion
Individual clients2,373
Median years of experience18
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Advisors at Cornerstone Wealth
30Advisors
18Median years of experience
4States with offices
8Offices
Also known as
Cornerstone Enterprise Solutions Group · Investment Dynamex · Cornerstone Wealth Group, LLC · Cornerstone Sports Advisory Group · Cornerstone Retire
About Cornerstone Wealth
How do I contact Cornerstone Wealth?
Call the main office at 704-987-3410. The main office is at 16810 Kenton Drive Suite 200, Huntersville, NC 28078.
How is Cornerstone Wealth paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask for your total yearly cost in dollars.
What services does Cornerstone Wealth offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Other services.
How many advisors work at Cornerstone Wealth?
We list 30 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.