Cornerstone Wealth Advisory Group
Cornerstone Wealth Advisory Group is a privately held U.S. financial services firm founded in 2007 and based in North Charleston, offering retirement planning and wealth management services to individual clients with a team of 101-250 employees.
- Company typePrivate
- Founded2007
- HeadquartersNorth Charleston, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Cornerstone Wealth Advisory Group does
Cornerstone Wealth Advisory Group is a privately held U.S. financial services firm founded in 2007 and headquartered in North Charleston, South Carolina. The firm operates under the cswta.com domain with a workforce of 101-250 employees and positions itself as a provider of retirement planning and wealth management services to individual clients. As a for-profit, non-public entity, it operates within the registered investment advisor (RIA) segment of the financial services industry, a category in which firms generate revenue primarily through asset-based management fees, flat advisory retainers, or commission-based product compensation tied to client portfolios.
The company's stated service focus centers on retirement planning and wealth management — offerings that typically encompass financial goal-setting, retirement income modeling, investment portfolio construction, tax-aware planning, and ongoing fiduciary oversight for individual households. No further detail on product structure, technology platform, proprietary planning tools, or investment methodology is documented in the supplied source material. The firm's website (cswta.com) currently displays only a loading/verification page with no substantive content, and no management team roster, partnership disclosures, regulatory registrations, or pricing schedule is available in the aggregated input data.
As a result, the precise composition of service offerings, underlying technology architecture, go-to-market approach, pricing mechanics, and customer segmentation cannot be verified from the inputs provided. The available evidence supports only a baseline characterization: a small-to-mid-sized U.S. wealth advisory practice, approximately 17 years in operation, serving individual clients in the retirement and wealth management category from a single disclosed location in North Charleston.
Cornerstone Wealth Advisory Group firmographics
Firmographics- Name
- Cornerstone Wealth Advisory Group
- Website
- https://cswta.com
- Company type
- Private
- Founded year
- 2007
- Headcount range
- 101–250 employees
- Short description
- Cornerstone Wealth Advisory Group is a privately held U.S. financial services firm founded in 2007 and based in North Charleston, offering retirement planning and wealth management services to individual clients with a team of 101-250 employees.
- Ownership category
- akta.pro rank
Cornerstone Wealth Advisory Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Cornerstone Wealth Advisory Group is headquartered
LocationHeadquarters
- HQ city
- North Charleston
- HQ country
- United States
- HQ region
- North America
Markets served
Cornerstone Wealth Advisory Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Cornerstone Wealth Advisory Group product offering
Product offeringCore offering
Cornerstone Wealth Advisory Group is a financial services firm that offers retirement planning and wealth management services. Founded in 2007 and headquartered in North Charleston, United States, the firm serves clients with personalized wealth advisory offerings and operates with 101–250 employees.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Retirement planning service offered by Cornerstone Wealth Advisory Group as part of its wealth advisory practice.
- Wealth Management Comprehensive wealth management service provided by Cornerstone Wealth Advisory Group to clients seeking personalized financial advisory support.
Companies that use Cornerstone Wealth Advisory Group
Customer profileIdeal customer profiles1 record
Cornerstone Wealth Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Cornerstone Wealth Advisory Group competitors and assessment
Company assessmentDirect peers
- Creative Financial Group: Mid-sized independent wealth management and retirement planning firm with comparable advisor-led model serving mass-affluent and HNW clients, directly overlapping in service mix and target segment.
- Hightower Advisors: Wealth management firm aggregating advisor teams across the U.S., providing retirement and investment planning services to HNW clients with a comparable relationship-led model.
- Carson Group: Large advisor-led wealth management firm focused on financial planning and retirement advice for mass-affluent and HNW households, with comparable planning-centric value proposition.
- Ronald Blue Trust: Christ-centered wealth advisory firm offering investment management, retirement, and estate planning to HNW clients, comparable as a fee-only advisory competitor with a similar client-aligned model.
- Wealth Enhancement Group: Independent wealth management firm offering financial planning, retirement, and tax services to mass-affluent and HNW clients, comparable in scale range and service mix.
- Beacon Pointe Advisors: Registered investment advisor providing wealth management and retirement planning to HNW families and institutions, with comparable advisor-led structure and fee model.
- Mariner Wealth Advisors: National RIA offering comprehensive wealth advisory and retirement planning services to individuals and families, directly comparable in core service lines and client profile.
Broad incumbents
- Edelman Financial Engines: Large-scale wealth management and retirement planning firm with both advisor-led and digital channels, comparable as a broad incumbent competing for the same mass-affluent retirement segment.
- Focus Financial Partners: Large partnership platform supporting independent wealth advisory firms; comparable as a scaled incumbent whose partner firms compete directly with Cornerstone for retirement and wealth clients.
Emerging players
- Betterment: Leading robo-advisor and digital wealth management platform targeting the same retirement and mass-affluent segment, relevant as a low-fee alternative pressuring traditional advisor-led firms.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Cornerstone Wealth Advisory Group social profiles
Digital presenceCornerstone Wealth Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cornerstone Wealth Advisory Group leadership team
Management profileNumber of profiles
Cornerstone Wealth Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cornerstone Wealth Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cornerstone Wealth Advisory Group
What does Cornerstone Wealth Advisory Group do?
Cornerstone Wealth Advisory Group is a financial services firm that offers retirement planning and wealth management services. Founded in 2007 and headquartered in North Charleston, United States, the firm serves clients with personalized wealth advisory offerings and operates with 101–250 employees.
When was Cornerstone Wealth Advisory Group founded?
Cornerstone Wealth Advisory Group was founded in 2007. It employs 101 to 250 people.
Where is Cornerstone Wealth Advisory Group based?
Cornerstone Wealth Advisory Group is headquartered in North Charleston, United States, in the North America region.
Who are Cornerstone Wealth Advisory Group's main competitors?
Direct peers on record are Creative Financial Group, Hightower Advisors, Carson Group, Ronald Blue Trust, Wealth Enhancement Group, Beacon Pointe Advisors and Mariner Wealth Advisors. Broad incumbents are Edelman Financial Engines and Focus Financial Partners. Betterment is listed as an emerging player.
Does Cornerstone Wealth Advisory Group have an API?
No public API is recorded for Cornerstone Wealth Advisory Group.
What industry is Cornerstone Wealth Advisory Group in?
Cornerstone Wealth Advisory Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.