Cornerstone Planning Group
- Company typePrivate
- Founded2020
- HeadquartersFairfield, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Cornerstone Planning Group firmographics
Firmographics- Name
- Cornerstone Planning Group
- Legal name
- Cornerstone Planning Group, Inc.
- Website
- https://cspgllc.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Cornerstone Planning Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Cornerstone Planning Group is headquartered
LocationHeadquarters
- HQ city
- Fairfield
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Cornerstone Planning Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- AUM-based fees from advisor platform: Cornerstone generates revenue by providing infrastructure to independent advisors on its RIA platform. The firm recently passed $1 billion in assets under management for its private wealth business, with the Dream Big Wealth Strategies acquisition bringing approximately $60 million in additional client assets.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Cornerstone Planning Group product offering
Product offeringCore offering
Cornerstone Planning Group operates an independent Registered Investment Advisor (RIA) platform that provides practice management infrastructure, centralized compliance, technology integration, and institutional-level investment oversight to financial advisors seeking supported independence. Advisors join the platform, retain their own brand and client relationships, and shift operational and regulatory functions onto Cornerstone's infrastructure while the firm generates revenue through AUM-based fees from affiliated advisors and private wealth clients.
Product overview
Cornerstone Planning Group operates as a unified RIA platform combining multiple service offerings: the core RIA Platform provides the technological and regulatory infrastructure enabling advisors to operate independently while maintaining brand autonomy; Practice Management Services handle day-to-day operational support including compliance, technology integration, and administrative functions; Institutional-Level Portfolio Management delivers investment research and strategies typically reserved for large institutions; and the Private Wealth Business serves high-net-worth clients with comprehensive financial planning. The platform enables advisors to maintain client-facing independence while leveraging Cornerstone's centralized infrastructure to scale their practices efficiently.
Differentiator
Problem solved
Functional benefit
Products and services
- Cornerstone Planning Group RIA Platform Independent Registered Investment Advisor (RIA) platform providing practice management infrastructure for financial advisors seeking supported independence, including centralized compliance, technology integration, and investment oversight while allowing advisors to maintain their own brand and client relationships.
- Practice Management Services Day-to-day operational and administrative support including compliance, technology integration, and business process management that enables affiliated advisors to focus on client service while scaling their practice without administrative burdens.
- Institutional-Level Portfolio Management Investment management services providing advisors and their clients access to institutional-quality portfolio management, research, and investment strategies typically available only to large institutional investors.
- Private Wealth Business High-net-worth individual wealth management services offered through the RIA platform, providing comprehensive financial planning and investment management for clients with significant assets. Following the addition of Dream Big Wealth Strategies in May 2026, the private wealth business exceeded $1 billion in assets under management.
- Compliance Infrastructure
Companies that use Cornerstone Planning Group
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Cornerstone Planning Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Cornerstone Planning Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered flagship and core.
- Dream Big Wealth StrategiesflagshipWorcester-based independent advisory practice founded by Julianne Hertel, joining Cornerstone's RIA platform with approximately $60 million in client assets. Founder continues operating under existing brand while shifting operational and regulatory functions to Cornerstone's infrastructure.
- Charles SchwabcoreCharles Schwab serves as the custodian platform for client accounts managed by advisors on Cornerstone's RIA platform. Advisors and clients access Charles Schwab through client login portals integrated into Cornerstone's service offering.
- Black DiamondcoreBlack Diamond provides portfolio reporting and performance measurement technology integrated into Cornerstone's platform. Used by advisors for client reporting and portfolio analytics.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Cornerstone Planning Group competitors and assessment
Company assessmentDirect peers
- Sanctuary Wealth: Sanctuary Wealth is a direct competitor running a supported-independence platform for breakaway advisors, offering centralized compliance, technology, and investment support while preserving advisor brand autonomy — the same model Cornerstone pursues.
- Kestra Financial: Kestra Financial operates an independent advisor platform with centralized compliance, investment, and technology infrastructure targeting breakaway and independent RIAs, overlapping directly with Cornerstone's positioning.
- HighTower Advisors: HighTower provides a supported-independence platform for breakaway advisors with back-office infrastructure and investment capabilities, competing in the same RIA platform segment as Cornerstone.
- Stratos Wealth Partners: Stratos Wealth Partners is a hybrid RIA platform that recruits independent advisors and provides centralized operations, compliance, and investment support, directly comparable to Cornerstone's offering.
Broad incumbents
- Focus Financial Partners: Focus Financial is a large RIA aggregator and supported-independence platform serving hundreds of independent advisors, representing a much larger incumbent in Cornerstone's target market of breakaway advisor recruitment.
- Mariner Wealth Advisors: Mariner is a large national RIA platform with affiliated independent advisor practices and centralized investment and operations infrastructure, addressing the same independent advisor segment.
- Wealth Enhancement Group: Wealth Enhancement Group is a fast-growing RIA aggregator acquiring independent advisor practices and providing centralized support, competing with Cornerstone for breakaway advisor talent.
- Cambridge Investment Research: Cambridge is a large independent broker-dealer and RIA platform serving thousands of independent financial advisors with practice management infrastructure, a broader-scale analog to Cornerstone's model.
- LPL Financial: LPL Financial is the largest US independent broker-dealer and RIA platform, providing practice management, custody, and technology to hundreds of thousands of advisors — a much larger incumbent in the supported-independence space.
- Cetera Financial Group: Cetera is a large independent advisor platform offering compliance, technology, and investment support to affiliated financial advisors, representing a broader-scale competitor to Cornerstone in independent advisor services.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Cornerstone Planning Group social profiles
Digital presenceCornerstone Planning Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cornerstone Planning Group leadership team
Management profileNumber of profiles
Profiles3 records
Cornerstone Planning Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cornerstone Planning Group M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cornerstone Planning Group
What does Cornerstone Planning Group do?
Cornerstone Planning Group operates an independent Registered Investment Advisor (RIA) platform that provides practice management infrastructure, centralized compliance, technology integration, and institutional-level investment oversight to financial advisors seeking supported independence. Advisors join the platform, retain their own brand and client relationships, and shift operational and regulatory functions onto Cornerstone's infrastructure while the firm generates revenue through AUM-based fees from affiliated advisors and private wealth clients.
Is Cornerstone Planning Group a public or private company?
Cornerstone Planning Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cornerstone Planning Group founded?
Cornerstone Planning Group was founded in 2020. It employs 1 to 10 people.
Where is Cornerstone Planning Group based?
Cornerstone Planning Group is headquartered in Fairfield, United States, in the North America region.
How does Cornerstone Planning Group make money?
One revenue line is on record: AUM-based fees from advisor platform.
Who are Cornerstone Planning Group's main competitors?
Direct peers on record are Sanctuary Wealth, Kestra Financial, HighTower Advisors and Stratos Wealth Partners. Broad incumbents are Focus Financial Partners, Mariner Wealth Advisors, Wealth Enhancement Group, Cambridge Investment Research, LPL Financial and Cetera Financial Group.
Does Cornerstone Planning Group have an API?
No public API is recorded for Cornerstone Planning Group.
What industry is Cornerstone Planning Group in?
Cornerstone Planning Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.