Cornerstone Wealth Advisory Group Revenue and Competitors
Estimated Revenue & Valuation
- Cornerstone Wealth Advisory Group's estimated annual revenue is currently $10.8M per year.
- Cornerstone Wealth Advisory Group's estimated revenue per employee is $130,000
Employee Data
- Cornerstone Wealth Advisory Group has 83 Employees.
- Cornerstone Wealth Advisory Group grew their employee count by -3% last year.
Cornerstone Wealth Advisory Group's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | VP Marketing | Reveal Email/Phone |
3 | VP Agency & Product Development | Reveal Email/Phone |
4 | Operations Manager | Reveal Email/Phone |
5 | Corporate Training Manager | Reveal Email/Phone |
6 | Senior Benefits Specialist/Medicare Specialist | Reveal Email/Phone |
7 | Associate Partner | Reveal Email/Phone |
8 | Retirement Planner | Reveal Email/Phone |
9 | Experienced Health & Life Insurance Broker | Reveal Email/Phone |
10 | Managing Partner | Reveal Email/Phone |
Cornerstone Wealth Advisory Group Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $14.8M | 114 | -10% | $31.7M | N/A |
#2 | $10.1M | 78 | 3% | $29.3M | N/A |
#3 | $0.9M | 12 | N/A | N/A | N/A |
#4 | $2.5M | 28 | -3% | N/A | N/A |
#5 | $209.5M | 1151 | N/A | N/A | N/A |
#6 | $2.4M | 26 | -7% | N/A | N/A |
#7 | $2.6M | 29 | 45% | N/A | N/A |
#8 | $10.8M | 83 | -3% | N/A | N/A |
#9 | $1.4M | 18 | -5% | N/A | N/A |
#10 | $1069.8M | 5878 | -5% | N/A | N/A |
What Is Cornerstone Wealth Advisory Group?
Cornerstone is a Wealth Management and Retirement Planning Corporation that also provides an array of Financial Services for people in all stages of life. Cornerstone was formed when a small group of passionate people came together with one big idea: Creating a corporation that meets the needs of financial Americans by offering them a One Stop Shop location to handle ALL aspects of their retirement. The first office of Cornerstone Wealth and Tax Advisory was established in Charleston in 2007 and by the Summer of 2008, they were settled into their new corporate office with a well oiled team of Agents, Brokers, Tax Specialists, and Senior Advisors. Cornerstone's team now prides themselves on being one of the leading companies in the industry. The management team have much in store for the future and is proud of the continued growth and success of the corporation.
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Total Funding
83
Number of Employees
$10.8M
Revenue (est)
-3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Cornerstone Wealth Advisory Group News
Beer was appointed last year to the advisory council for the Cincinnati Innovation District for which UC serves as a cornerstone of research...
Riesenweber, CEO and wealth advisor of Cornerstone Wealth Strategies, ... Top Women Wealth Advisors for 2022 by Forbes and SHOOK Research.
... says Michele Lee Fine, CEO of Cornerstone Wealth Advisory. ... a financial advisor and wealth manager at Coastwise Capital Group.
Other Companies in North Charleston
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $12.5M | 83 | 8% | N/A |
#2 | $12.5M | 83 | -31% | N/A |
#3 | $21.6M | 86 | 9% | N/A |
#4 | $14.1M | 88 | 11% | N/A |
#5 | $18.4M | 90 | -1% | N/A |