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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CORNERSTONE WEALTH ADVISORS, INC.

CRD 124947

EDINA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d643094-0f30-7600-69c5-5709b88321b6

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 21, 2012 to Jun 11, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $609MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $588M
Private client RAUM: $601MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $122Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,479
Individual clients: 163
High net worth clients: 173
Custody, client assets: $304M
SEC number: 801-61799
CRD: 124947
Filings on the tape: 19
First filed: Feb 21, 2012
Latest filed: Jun 11, 2026
Organised: Corporation, MN
Website: cornerstonewealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN TODD GUYTON	Certified Financial Planner	EDINA, MN	12	36	n/a	no
ANDREA NORINE EATON	Certified Financial Planner	EDINA, MN	12	22	n/a	no
Sara Elizabeth Kantor	Certified Financial Planner	EDINA, MN	8	13	n/a	no
CORESA JEAN CASS	Certified Financial Planner	EDINA, MN	5	10	n/a	no
Olivia Ann Plagge	Certified Financial Planner	EDINA, MN	3	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EATON, ANDREA, NORINE	Principal	D	yes	12/2019	Apr 9, 2020	Aug 1, 2024
GUYTON, JONATHAN, TODD	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	C	yes	02/2003	Feb 21, 2012	Aug 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$609M	$588M	8	8	0	n/a	n/a
2024	Mar 12, 2025	$528M	$512M	8	5	0	n/a	n/a
2023	Mar 14, 2024	$445M	$433M	9	5	0	n/a	n/a
2022	Feb 24, 2023	$384M	$356M	4	4	0	n/a	n/a
2021	Mar 21, 2022	$455M	$419M	4	4	0	n/a	n/a
2020	Mar 29, 2021	$373M	$337M	6	6	0	n/a	n/a
2019	Apr 9, 2020	$290M	$251M	3	3	0	n/a	n/a
2018	Mar 13, 2019	$241M	$205M	4	4	0	n/a	n/a
2017	Mar 7, 2018	$251M	$224M	5	3	0	n/a	n/a
2016	Mar 7, 2017	$214M	$188M	5	4	n/a	n/a	n/a
2015	Feb 24, 2016	$194M	$171M	4	2	n/a	n/a	n/a
2014	Feb 24, 2015	$185M	$162M	5	3	n/a	n/a	n/a
2013	Feb 4, 2014	$178M	$159M	5	3	n/a	n/a	n/a
2012	Mar 11, 2013	$163M	$146M	5	3	n/a	n/a	n/a
2011	Feb 21, 2012	$140M	$129M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$609M	$528M	15.3%	$384M	16.6%	8	8	0	0

Relationships

Registered with (6)

← Olivia Ann PlaggeAdvisorregistration: current employment
Aug 2, 2023 to presentfactForm ADV
← CORESA JEAN CASSAdvisorregistration: current employment
Mar 5, 2021 to presentfactForm ADV
← Sara Elizabeth KantorAdvisorregistration: current employment
Dec 22, 2017 to presentfactForm ADV
← JONATHAN TODD GUYTONAdvisorregistration: current employment
Feb 4, 2014 to presentfactForm ADV
← ANDREA NORINE EATONAdvisorregistration: current employment
Feb 4, 2014 to presentfactForm ADV
← MICHAEL ANTHONY BRANHAMAdvisorregistration: previous registration
Feb 4, 2014 to Jul 16, 2015factForm ADV

Controls (2)

← GUYTON, JONATHAN, TODDOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 21, 2012 to Aug 1, 2024factForm ADV
← EATON, ANDREA, NORINEOwnerPRINCIPAL, ownership code D, individual
Apr 9, 2020 to Aug 1, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d643094-0f30-7600-69c5-5709b88321b6
First observed: Feb 21, 2012
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORNERSTONE WEALTH ADVISORS, INC.

CRD 124947

EDINA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d643094-0f30-7600-69c5-5709b88321b6

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:43 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN TODD GUYTON

Certified Financial Planner

EDINA, MN

n/a

ANDREA NORINE EATON

Certified Financial Planner

EDINA, MN

n/a

Sara Elizabeth Kantor

Certified Financial Planner

EDINA, MN

n/a

CORESA JEAN CASS

Certified Financial Planner

EDINA, MN

n/a

Olivia Ann Plagge

Certified Financial Planner

EDINA, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EATON, ANDREA, NORINE

Principal

yes

12/2019

Apr 9, 2020

Aug 1, 2024

GUYTON, JONATHAN, TODD

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

02/2003

Feb 21, 2012

Aug 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$609M

$588M

n/a

2024

Mar 12, 2025

$528M

$512M

n/a

2023

Mar 14, 2024

$445M

$433M

n/a

2022

Feb 24, 2023

$384M

$356M

n/a

2021

Mar 21, 2022

$455M

$419M

n/a

2020

Mar 29, 2021

$373M

$337M

n/a

2019

Apr 9, 2020

$290M

$251M

n/a

2018

Mar 13, 2019

$241M

$205M

n/a

2017

Mar 7, 2018

$251M

$224M

n/a

2016

Mar 7, 2017

$214M

$188M

n/a

2015

Feb 24, 2016

$194M

$171M

n/a

2014

Feb 24, 2015

$185M

$162M

n/a

2013

Feb 4, 2014

$178M

$159M

n/a

2012

Mar 11, 2013

$163M

$146M

n/a

2011

Feb 21, 2012

$140M

$129M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$609M

$528M

15.3%

$384M

16.6%