$100B AUM | $1.7MM GDC in Huntersville, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Huntersville, NC, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$100,003,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
4,700
Avg Client Age
55
Overview

Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach.

Cornerstone is a rapidly growing RIA hybrid firm with over 1 billion in total assets under management.

We are looking to assist advisors and independent DBA firms who need to establish a succession plan or who want the support of an established infrastructure and brand.

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