Cornerstone Advisors

What changed

Co-leads Cornerstone Advisors; part of two Salt Lake City teams moving from Northwestern Mutual to LPL with ~$1B combined assets.

Reported / discovered

Sep 22, 2026

Effective

Not reported

New role

advisor; co-leader, Cornerstone Advisors

Previous role

Not reported

Market

Salt Lake City, UT

Reported book

$1B

Reported team size

7 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.