All providers

CORNERSTONE WEALTH GROUP

21 known aliases resolved via the canonical alias map

Market position · 2024

Plans served20+1 YoYRank #803 of mapped providers
Assets under administration$7.6B0.0%Market share · rank #1441
Fees received$469,254Median $19,582/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 lostPlan-level switch detection

See full CORNERSTONE WEALTH GROUP analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.