Cornerstone Planning Group

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

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

• Wealth management services
• Investment advisory
• Practice management
• Financial planning
• Compliance support

Headquarters

HQ city

Fairfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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

Core 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

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Three partnerships are on record, tiered flagship and core.

• Dream Big Wealth StrategiesflagshipStrategic or Co-development Partner · 18 May 2026Worcester-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 SchwabcoreTechnology or IntegrationCharles 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 DiamondcoreTechnology or IntegrationBlack 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

Direct 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

• LinkedInlinkedin.com/company/cornerstone-planning

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cornerstone Planning Group